Business Details
42 Years
experience
Your Trusted Partner for Comprehensive Financial Solutions
The Gregory L. The Gregory L. Schaffer Companies have dedicated decades to delivering tailored investment management and strategic wealth planning, prioritizing individual client needs. Our team of certified professionals combines over 41 years of collective experience with a fiduciary commitment to unbiased advice, ensuring long-term financial success for families. We emphasize trust, integrity, and collaboration, offering comprehensive services spanning financial planning, retirement strategies, asset allocation, and insurance solutions.Our fee-only structure eliminates conflicts of interest, while our deep local market knowledge in Monroe County and surrounding New York areas ensures personalized service. As a SEC-registered investment advisor, we uphold rigorous standards of expertise and accountability, maintaining transparency in all client interactions.
Services
Investment Advisory
Financial Planning
Retirement Planning
Asset Allocation
Insurances
Real Estate Services
Taxation & Accounting
Trust Services
Executor Services
Details
- Year established: 1984
Highlights and features
- We offer unbiased, fee-only investment advisory services with no commissions or sales charges.
- Our team includes CERTIFIED FINANCIAL PLANNERS with over 41 years of combined industry experience.
- We operate under a fiduciary duty, legally obligated to act in your best financial interest.
- Our personalized approach integrates tax, estate, and retirement planning for holistic wealth management.
- We maintain partnerships with 30+ insurance carriers to secure competitive, customized coverage options.
Services
Investment Advisory
The Gregory L. The Gregory L. Schaffer Companies & Company Asset Management, Inc. provides SEC-registered, fee-based investment advisory services without commissions. Our certified financial planners create customized portfolios aligned with your risk tolerance and long-term goals. We prioritize fiduciary responsibility, ensuring all recommendations serve your best interests through transparent, conflict-free guidance.
Financial Planning
Our CERTIFIED FINANCIAL PLANNERS develop tailored strategies addressing retirement, tax efficiency, estate management, and risk mitigation. We analyze your current financial status, define objectives, and implement actionable plans to achieve both immediate and generational wealth goals. Services include college funding strategies and debt structure optimization.
Retirement Planning
We address modern retirement challenges including longevity, healthcare costs, and sustainable income streams. Our plans integrate Social Security optimization, qualified account management, and tax-efficient withdrawal strategies. We emphasize lifetime income solutions and long-term care planning to protect assets against unexpected health-related expenses.
Insurances
The Gregory L. The Gregory L. The Gregory L. Schaffer Companies Insurance Agency offers coverage through 30+ major carriers, including property & casualty, life, and health insurance. We compare policies across providers to secure competitive premiums while ensuring adequate protection for personal and business-related risks without unnecessary product sales pressure.
Real Estate Services
Beacon of Light Realty USA specializes in residential, commercial, and investment property transactions across New York State. Our financial expertise informs real estate decisions, ensuring alignment with overall wealth management goals. We provide market analysis, negotiation support, and transaction guidance tailored to preserve and grow client assets.
People
Gregory L. Schaffer
CEO, President, Chief Investment Officer
A CERTIFIED FINANCIAL PLANNER and SEC-registered advisor with over 41 years of experience, Gregory leads investment strategies while maintaining New York State real estate and tax preparation credentials.
Kelly R. Schaffer
Executive Vice President, Insurance Division
Managing insurance operations since 2011, Kelly holds New York State licenses in property & casualty, life, and health insurance, focusing on comprehensive risk management solutions.
David M. Cocuzzi
Executive Vice President, Financial Services
A senior accountant and IRS-registered tax professional with over 15 years of compliance expertise, David oversees financial reporting and estate planning services for high-net-worth clients.
Theresa E. Furness
Executive Administrative Assistant
Since joining in 2011, Theresa has supported operations with her New York State insurance licensing expertise and administrative leadership across multiple business divisions.
Questions
What is the advantage of using a Fee-Only Advisor?
Fee-only advisors eliminate conflicts of interest by avoiding commissions, ensuring recommendations prioritize your financial goals over product sales incentives.
What distinguishes a CERTIFIED FINANCIAL PLANNER™?
CFPs meet rigorous education, experience, and ethics standards, adhering to fiduciary duties that legally require acting in clients' best interests.
Do you offer customized insurance solutions?
Yes, we partner with 30+ carriers to compare policies, securing competitive premiums tailored to your specific risk management needs.
How does your firm approach retirement planning?
We address longevity, healthcare costs, and income sustainability, integrating tax-efficient strategies to ensure financial security throughout retirement.
Are you registered with regulatory authorities?
Yes, we are a SEC-registered Investment Advisor, maintaining compliance with federal standards for transparency and client protection.
