We are dedicated to providing investment management and strategic wealth planning to that is specific to you and your situation. Simply put, we strive to be our client's trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client and we do this with the highest levels of trust, integrity and respect while always collaborating using a team approach.
Services
The Gregory L. Schaffer Companies has been based in Rochester, New York for over 36 years. Our mission is to provide the most complete and comprehensive financial services, diversified to offer our clients the proper financial tools to reach financial goals and independence. We work to be highly educated in all areas of finance, insurance, taxation, investments, estate planning, asset protection and real estate. We aim to serve in the best interest of the client, to provide the foundation for a lifelong relationship based on trust and integrity.
Our philosophy is simple; "We treat you the way you would want to be treated". We want to get to know you in order to help you make the best financial decisions possible. Our goal is to be a value to you and your family! As a firm, our focus is to understand your goals and develop a plan to reach them.
Kelly is the Executive Vice-President of Insurance division of The Gregory L. Schaffer Companies known as The Gregory L. Schaffer Insurance Agency, Inc. Ryan has recently joined our firm and is an Investment Adviser Representative and also a NYS Licensed Life, Accident and Health Broker. He also has accounting, social media and marketing experience.
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is our goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family. We have established a process to do this that is based on two key aspects of financial security: asset protection and wealth creation.
Reviews (1)
Sylvia ONeil
Dec 06, 2019
