Schaffer & CO Asset Management

The Gregory L. Schaffer Companies is a financial services firm that has been providing exceptional service to individuals, families, and businesses for over 38 years. Our company is built on a foundation of trust, integrity, and a commitment to helping our clients achieve their financial goals. Our team of certified financial professionals is dedicated to providing personalized service, tailored to each client's unique financial situation.

Our Services

At The Gregory L. Schaffer Companies, we offer a wide range of financial services designed to meet the complex needs of our clients. Our services include:

Investment Advisory

Schaffer & Company Asset Management, Inc. is a SEC-registered investment advisor offering fee-based investment advisory services with no commissions, no sales charges, and unbiased information to guide you towards financial independence.

Financial Planning

We offer comprehensive financial planning services, which may include retirement planning, asset allocation, and tax planning. Our certified financial planners will work closely with you to accurately assess your financial situation and develop a personalized plan to help you achieve your financial goals.

Real Estate Services

Our real estate agents are experienced professionals who can help you buy or sell your home, condominium, or commercial property. We understand that the sale of your largest investment is a significant event, and we are committed to providing exceptional service to help you achieve your real estate goals.

Insurances

At The Gregory L. Schaffer Insurance Agency, Inc., we have relationships with over 30 major insurance carriers, offering a wide range of insurance products, including life, health, accident, and casualty insurance. Our experienced agents will work with you to identify your insurance needs and provide personalized coverage options.

Taxation & Accounting

Our experienced team of tax professionals provides year-round professional income tax preparation services for individuals, partnerships, limited liability companies, corporations, trusts, estates, and gift tax returns. We also offer consulting services to help you navigate complex tax issues.

Trust Services

At Beacon of Light Wealth Preservation, Inc., we understand the importance of preserving, growing, and managing wealth. Our experienced team of professionals provides a range of trust services, including trust administration, trust creation, and trust modification.

Executor Services

We understand the importance of ensuring that assets of estates are properly managed and distributed. Our experienced team of professionals provides executor services, including estate administration, probate, and settlement services.

Our Team

Our team of experienced professionals is dedicated to providing exceptional service to our clients. Our team includes certified financial planners, licensed insurance agents, tax professionals, and experienced real estate agents. We are committed to delivering personalized service, tailored to each client's unique financial situation.