About Us Company History Employment Our Businesses Contact Us Clients
Investments
Financial Services
Taxation
Insurance
Real Estate
Trusts
Executor

Contact Us

Monday – Friday: 8:30 AM to 5:00 PM (by appointment after 5 PM)
Saturday: By appointment only

All Services
Gregory L. Schaffer, CEO, CIO, President (585) 621-3300 Ext 11 Main Office
Certified Financial Planner-CFP® (585) 230-3200 Cellular
Registered Financial Consultant-RFC®  
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
IRS Tax Professional PTIN P00062977
NYS Tax Preparer Registration #11039535
Notary Public
 
Investments
Gregory L. Schaffer, CEO, President (585) 621-3300 Ext 11 Main Office
Certified Financial Planner-CFP®   (585) 230-3200 Cellular
Registered Financial Consultant-RFC®  
Registered Investment Advisor Representative
 
David M. Cocuzzi, M.S. (585) 621-3300 Ext 18 Main Office
Chief Compliance Officer  
   
Nicole D. Swinarski (585) 621-3300 Ext 10 Main Office
Executive Assistant  
Accounting & Payroll Services
Gregory L. Schaffer, CEO, President (585) 621-3300 Ext 11 Main Office
Certified Financial Planner-CFP®   (585) 230-3200 Cellular
Registered Financial Consultant-RFC®  
   
David M. Cocuzzi, M.S. (585) 621-3300 Ext 18 Main Office
Staff Accountant.  
Notary Public.  
   
Nicole D. Swinarski (585) 621-3300 Ext 10 Main Office
Executive Assistant  
Insurances
Gregory L. Schaffer, CEO, President (585) 621-3300 Ext 11 Main Office
Certified Financial Planner-CFP®   (585) 230-3200 Cellular
Registered Financial Consultant-RFC®  
   
Kelly R. Schaffer
Vice-President of Sales & Operations
(585) 621-3300 Ext 12 Main Office
NYS Licensed Property & Casualty Agent & Broker
NYS Licensed Life, Accident & Health Insurance Agent
Professional Trustee (585) 230-5830 Cellular
Notary Public  
   
Theresa E. Furness
Customer Service Representative
(585) 621-3300 Ext 17 Main Office
NYS Licensed Property & Casualty Broker  
   
Gina L. Van Allen
Commercial Lines Account Executive
(585) 621-3300 Ext 20 Main Office
NYS Licensed Property & Casualty Broker  
   
Taxation
Gregory L. Schaffer, CEO, President (585) 621-3300 Ext 11 Main Office
Certified Financial Planner-CFP® (585) 230-3200 Cellular  
Registered Financial Consultant-RFC®  
IRS Tax Professional PTIN P00062977
NYS Tax Preparer Registration #11039535
   
David M. Cocuzzi, M.S. (585) 621-3300 Ext 18 Main Office
Tax Practitioner. Staff Accountant  
IRS Tax Professional PTIN P01705768  
NYS Tax Preparer Registration #12002585  
   
Trusts
Gregory L. Schaffer, CEO, President (585) 621-3300 Ext 11 Main Office
Certified Financial Planner-CFP®  

(585) 230-3200 Cellular

Registered Financial Consultant-RFC®  
Professional Trustee/Executor

 

   
Kelly R. Schaffer, Professional Trustee (585) 621-3300 Ext 12 Main Office
  (585) 230-5830 Cellular        
   
Real Estate
Gregory L. Schaffer, CEO, President (585) 621-3300 Ext 11 Main Office
NYS Licensed Real Estate Broker, REALTOR® (585) 230-3200 Cellular
Certified Financial Planner-CFP®   
Member of Greater Rochester Association of REALTORS
Member of New York State Association of Realtors
Member of New York State Society of Real Estate Appraisers
   

Contact Us Form

Name

Phone Number

Email

Message


Strategic Positioning Our Principles Diversification Business Practices
Privacy Policy Legal Information Directions Site Map

Phone us at: 585-621-3300 or toll-free at 888-225-1350
Fax: 585-621-3334

Site by ScenicView Web Company ©2016