All Services
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| Gregory L. Schaffer, CEO, CIO, President |
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| Certified Financial Planner-CFP® |
(585) 621-3300 Ext 11 Main Office |
| Registered Financial Consultant-RFC® |
(585) 230-3200 Cellular |
| Registered General Securities Representative |
(585) 392-0798 Residential Office |
| Registered Investment Advisor Representative |
Registered Mortgage Broker-NYS Banking Department |
| NYS Licensed Real-Estate Broker, REALTOR® |
| NYS Licensed Property & Casualty Agent & Broker |
| NYS Licensed Life, Variable Life, Variable Annuity, Accident & Health Agent |
| Professional Trustee |
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| Notary Public |
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| Investments |
| Gregory L. Schaffer, CEO, President |
|
| Certified Financial Planner-CFP® |
(585) 621-3300 Ext 11 Main Office |
| Registered Financial Consultant-RFC® |
(585) 230-3200 Cellular |
| Registered General Securities Representative |
(585) 392-0798 Residential Office |
| Registered Investment Advisor Representative |
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| Phetaphay (Pat) Soratana |
(585) 621-3300 Ext 15 Main Office |
| Assistant to Gregory L. Schaffer |
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| Accounting & Payroll Services |
| Gregory L. Schaffer, CEO, President |
|
| Certified Financial Planner-CFP® |
(585) 621-3300 Ext 11 Main Office |
| Registered Financial Consultant-RFC® |
(585) 230-3200 Cellular |
| |
(585) 392-0798 Residential Office |
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| Phetaphay (Pat) Soratana, Accountant |
(585) 621-3300 Ext 15 Main Office |
| Assistant to Gregory L. Schaffer |
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| Notary Public |
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| Insurances |
Kelly R. Schaffer,
Vice-President of Sales & Operations |
(585) 621-3300 Ext 12 Main Office |
| NYS Licensed Property & Casualty Agent & Broker |
| NYS Licensed Life, Variable Life, Variable Annuity Agent |
| NYS Licensed Accident & Health Agent |
(585) 230-5830 Cellular |
| Professional Trustee |
(585) 392-0798 Residential Office |
| Notary Public |
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| Lisa A. Trombley |
(585) 621-3300 Ext 17 Main Office |
| Assistant to Kelly R. Schaffer |
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| NYS Licensed Property & Casualty Agent & Broker |
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| Gina L. Van Allen |
(585) 621-3300 Ext 18 Main Office |
| Assistant to Kelly R. Schaffer |
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| NYS Licensed Property & Casualty |
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| Taxation |
| Gregory L. Schaffer, CEO, President |
|
| Certified Financial Planner-CFP® |
(585) 621-3300 Ext 11 Main Office |
| Registered Financial Consultant-RFC® |
(585) 230-3200 Cellular |
| |
(585) 392-0798 Residential Office |
| |
|
| Phetaphay (Pat) Soratana, Tax Practitioner |
(585) 621-3300 Ext 15 Main Office |
| Assistant to Gregory L. Schaffer |
|
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| Mortgages |
| Gregory L. Schaffer, CEO, President |
|
| Certified Financial Planner-CFP® |
(585) 621-3300 Ext 11 Main Office |
| Registered Financial Consultant-RFC® |
(585) 230-3200 Cellular |
| |
(585) 392-0798 Residential Office |
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| Andrew Ohl |
(585) 621-3300 Ext 21 Main Office |
| Senior Loan Officer |
(585) 506-7814 Cellular |
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| James Kusse |
(585) 621-3300 Ext 10 Main Office |
| Loan Officer |
(585) 734-9129 Cellular |
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| Trusts |
| Gregory L. Schaffer, CEO, President |
|
| Certified Financial Planner-CFP® |
(585) 621-3300 Ext 11 Main Office |
| Registered Financial Consultant-RFC® |
(585) 230-3200 Cellular |
| Professional Trustee/Executor |
(585) 392-0798 Residential Office |
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| Kelly R. Schaffer, Professional Trustee |
(585) 621-3300 Ext 12 Main Office |
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(585) 230-5830 Cellular |
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(585) 392-0798 Residential Office |
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|
| 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® |
(585) 392-0798 Residential Office |
| 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 |
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| Andrew Ohl |
(585) 621-3300 Ext 21 Main Office |
| NYS Licensed Real Estate Associate Broker |
(585) 506-7814 Cellular |
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