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Diversification

The origin of our diversification came back in the late 80’s when Gregory L. Schaffer’s clients continually encouraged him to handle not only their taxation needs but investments and insurances.

Gregory L. Schaffer & Companies was already supplying full accounting, taxation & consultation services along with full real estate services. It made sense to the clients and to myself to not only offer the additional services, but to engage in all financial areas of Schaffer & Companies clientele.

At Schaffer & Company, the goal is to be more of a financial “doctor” prescribing counsel and tools to enhance the financial stewardship of all our clients.

Today, Gregory L. Schaffer individually and corporately holds 13 licenses/registrations in the area of Investments, Insurances, Real & Estate and other areas of business to complement all of the services offered to our clients.

For over 23 years, we have been preparing income tax and providing accounting services from individual returns to partnerships, corporations, LLC’s, LLP’s, trusts and estates. This extensive knowledge and experience complements investing and the other services we provide.

On the investment front, we are independent investment advisors utilizing over 12,000 mutual funds, the complete array of domestic and international stocks, bonds, options & alternative investments to complete a comprehensive asset allocation for our clients.

Gregory L. Schaffer is dual registered to offer fee based advisory services and/or full service brokerage services. He is registered in many states with the capability of doing business in all the states. (For full disclosure, please refer to main page of our site)

My wife Kelly runs the Gregory L. Schaffer Insurance Agency which represents over 21 major insurance carriers and over 40 life insurance companies. We maintain our independent agency status to serve the client, not the company and our philosophy is to provide the best insurance coverage for the dollar. We work hard to educate our clients in how to optimize their coverage’s for the premium paid. Why shop with other agents when we have as many insurance companies as 4-5 agencies?

Gregory L. Schaffer has been licensed in Real Estate since 1985 and offers Residential, Commercial and Investment real estate services in New York. He belongs to the Greater Rochester Real Estate Board and participates in the MLS (Multiple Listing Service) system.

Gregory L. Schaffer also specializes in wealth preservation and is a professional trustee, primarily protecting the assets that you have worked so hard all your life to obtain. Life has its uncertainties and planning for each stage is our focus. Professional Executor services are also offered to properly administrate estate assets.

The vision of Gregory L. Schaffer is to provide “stewardship” services for every stage of life, to provide value in each financial area of life, to be educated in order to provide accountability, and lastly to provide integrity as a trusted professional in the life of every client.

Please call if we can be of service to you and your family.

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