Schaffer & Company Financial Services

Specialties

Serving our clients for 30 years offering Investments, Insurances, Taxation and Accounting, Real Estate Services, Trustee and Executor Services, and strategic planning in all areas and every stage of your financial life.

We’re accessible, dedicated to your success, and striving to be a value to you and your family’s stewardship. Our difference is to be more of a financial doctor in our clients’ life. To give honest non-​bias guidance. To serve in the best interest of our clients.

History

Established in 1984.

Schaffer & Company Financial Services started as an Accounting and Taxation Firm and now has become one of the most comprehensive financial service companies in the United States.

We are highly skilled in all areas of taxation from Individuals, Partnerships, LLC’s, Corporations, Trusts and Estates.

Schaffer & Company Asset Management, Inc. is a Registered Invest Advisor and Gregory L. Schaffer is a Certified Financial Planner, Chief Investment Officer, Registered Financial Consultant offering fee based investment advisory services with no commissions and no sales charges.

The Gregory L. Schaffer Insurance Agency, Inc. offers Business, Life, Home, Auto and all other forms of insurance with over 50 insurance carriers represented.

We offer professional executor and trustee services in the division of Schaffer Wealth Preservation and Capital Management.

We prepare taxes in all states, investments in all states, real estate and insurance in New York.

Please call on us today!

Meet the Business Owner

Gregory S.

Business Owner

Practicing for 30 years:

CEO, President

Chief Investment Officer

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