Gregory Schaffer Email & Phone Number
CEO, President, Chief Investment Officer, CERTIFIED FINANCIAL PLANNER®-CFP @ Schaffer & Company Asset Management, Inc. - A Gregory L. Schaffer Company
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Gregory Schaffer Location
- Rochester, NY, US
Gregory Schaffer Work
- 2005 -now CEO, President, Chief Investment Officer, CERTIFIED FINANCIAL PLANNER®-CFP @
- 1984 -now CEO, President @
- 2000 -now CEO, President, Broker and Agent @
- 1985 -now CEO, President, Broker @
- 1984 -now CEO, President, Professional Trustee and Executor @
- 1984 -now Owner @ Schaffer & Company Financial Services - A Gregory L. Schaffer Company
- 1984 -now Owner @ Schaffer Accounting & Tax Services - A Gregory L. Schaffer Company
- 2000 -2024 Vice President @ Facilities Equipment Sales, Inc. - A Gregory L. Schaffer Company
- 2009 -2024 CEO, President and Photographer @ Gregory Lee Schaffer Photography - A Gregory L. Schaffer Company
- 1993 -2013 Owner @ Beacon of Light Mortgage Company-A Gregory L. Schaffer Company
Gregory Schaffer Education
- Saint John Fisher College
(Accounting and Finance)
- Kaplan University
(Financial Planning)
- St. John Fisher University
Gregory Schaffer Skills
- Retirement Planning
- Estate Planning
- Investments
- Financial Advisory
- Finance
- Asset Management
- Investment Advisory
- Insurance
- Portfolio Management
- Securities
- Real Estate
- Life Insurance
- Asset Managment
- Fixed Annuities
- IRAs
- Residential Mortgages
- Risk Management
- Mortgage Banking
- Disability Insurance
- Accounting
- Investment Strategies
- Business Planning
- Trusts
- Alternative Investments
- Investment Properties
- Small Business
- Health Insurance
- Investment Management
- Tax Law
- Commercial Insurance
- Money Management
- Property & Casualty Insurance
- Commercial Real Estate
- Commercial Mortgages
- Employee Benefits
- Forensic Accounting
- Real Estate Development
- Executor Services
- Trustee Services
- Insurance Law
- Transition Planning
- Portfolio Analysis
- Negotiation
- Global Investing
- Stock Options Trading
- Pension Administration
- Trust Taxation
- Estate & Gift Taxation
- Corporate Taxation
- 401k Administration
- Planning
- Financial Planning
- First Time Home Buyers
- Evaluations
- Estate And Gift Taxation
- Cash Flow Management
- Marketing
- Property And Casualty Insurance
- Project Management
Gregory Schaffer Summary
- Gregory Schaffer, based in Rochester, NY, US, is currently a CEO, President, Chief Investment Officer, CERTIFIED FINANCIAL PLANNER®-CFP at Schaffer & Company Asset Management, Inc. - A Gregory L. Schaffer Company. Gregory Schaffer brings experience from previous roles at Beacon of Light Financial Services, Inc. - A Gregory L. Schaffer Company, The Gregory L. Schaffer Insurance Agency, Inc., Beacon of Light Realty USA - A Gregory L. Schaffer Company and Beacon of Light Wealth Preservation, Inc. - A Gregory L. Schaffer Company. Gregory Schaffer holds a Saint John Fisher College. With a robust skill set that includes Retirement Planning, Estate Planning, Investments, Financial Advisory, Finance and more. Gregory Schaffer has 2 emails and 1 mobile phone numbers on RocketReach.
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