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Company History

Gregory L. Schaffer & Companies started in 1984 and has been based in Rochester, New York for 33 years and running. The Main office of Schaffer & Companies reside in the historical circa 1850 “Eddy Mansion” building in the Town of Greece, a suburb of Rochester, NY. We serve clients all over the United States and have a “West Coast” office in Laguna Niguel, CA to serve on both coasts.

December 1984, Schaffer Accounting & Tax Services was formed and has provided accounting and taxation services for Individuals, Partnerships, Corporations, Trusts & Estates.

In addition to full accounting services, Schaffer & Company provides full payroll services in-house and has partnered with Paychex Corporation to offer comprehensive payroll services throughout the entire United States.

Gregory L. Schaffer has extensive knowledge in formation and operations of all business entities, feasibility study, profitability enhancement, office automation and employee efficiency are some examples of diversified services offered.

In June 1985 Gregory L. Schaffer added Full Real Estate services as an agent affiliate with Century 21, Prudential Real Estate and currently has owned his own brokerage since 1991 under Gregory L. Schaffer Realty Company. Mr. Schaffer is a member of the Greater Rochester Association of REALTORS, member of the New York State Association of Realtors , Member of the National Assocaition of Realtors and a member of the New York State Society of Real Estate Appraisers.

In July 1991, Gregory L. Schaffer became licensed in the area of investments and provided full financial planning services.

In February 1992, Gregory L. Schaffer became licensed in New York as a NYS Licensed Life Insurance Agent & Broker and at this point initiated the concept of having a comprehensive financial service company.

In August 1993, Gregory L. Schaffer became licensed in New York as a Licensed NYS Property & Casualty Agent & Broker, The Gregory L. Schaffer Insurance Agency now offering all forms of insurance and specializing in risk management was created.

In May 1997 Schaffer Trust & Capital Management was created to offer professional trustee services primarily providing asset preservation techniques to the elderly. Schaffer & Company Wealth Preservation has replaced the business name as of 2007.

In April 1998 Mr. Schaffer joined forces with Northeast Securities, Inc., a Broker/Dealer firm located in Mitchel Field, Long Island, NY NASD/SIPC member as a “Registered General Securities Representative” offering complete asset management services.

In November 2005 Schaffer & Company Asset Management, Inc. a “Registered Investment Advisor” company registered in New York State was created offering fee based investment advisory services and comprehensive financial planning services.

Other various business ventures during Gregory L. Schaffer’s career:

  • Schaffer Printing & Engraving Company, (1985-1994)
  • Upstate Collection Bureau (1986-1988)
  • Schaffer Market & Delicatessen, Inc., Convenient Store/Gas Station (1986-1989)
  • The Silverton Group, Inc., Custom Residential Home Building, (1991-1994)
  • Silverton Realty Company, Inc., Full Real Estate Services, (1991-1994)
  • Facilities Equipment Sales, Inc., Battery Backup Systems, (1998-Present)
  • Schaffer & Co Exotic Motorcars, NYS Licensed Auto Dealer, Boat Dealer and Yacht Broker, (1990-Present)

The entrepreneurial spirit of Gregory L. Schaffer along with his wife Kelly who is Vice President of Operations and Sales for the various companies and manages The Gregory L. Schaffer Insurance Agency., has provided both with a great deal of experience that is daily passed on to our many valued clients.

To date the organizations of the Schaffer family have served over 20,000 families in the Greater Rochester area and throughout the United States.

Our purpose is to be a value to our clients and provide professional services with the highest integrity. We here at Schaffer & Companies have a passion for helping clients in all areas for their financial life.

Please see individual company listings for detail information on services provided.

See also:
Professional Designations & Credentials


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