Schaffer & Company Asset Management, Inc.

Specialties

Registered Investment Advisor, Active Money Management, Strategic Asset Allocation, Wealth Preservation, Comprehensive Financial Planning, Retirement Planning, Business Succession, Fee based investment advisory, Trust Planning, Pension Plan Administration, Elder Planning, College Planning

History

Established in 1984.

Schaffer & Company Asset Management, Inc. is a successor incorporated in 2005 to Schaffer & Company Financial Services founded in 1984

Meet the Business Owner

Gregory S.

Business Owner

Gregory L. Schaffer, CEO, CIO, President

Certified Financial Planner-​CFP®

Registered Financial Consultant-​RFC®

Registered Tax Return Preparer-​Internal Revenue Service #P00062977

NYS Tax Preparer Registration #11 039 535

NYS Licensed Real-​Estate Broker, REALTOR®

NYS Licensed Property & Casualty Broker & Agent

NYS Licensed Life, Accident & Health Agent

NYS Licensed Variable Life/​Annuity Agent

Professional Trustee/​Executor

Notary Public