Business Details
42 Years
experience
Your Trusted Partner for Financial Advisory and Wealth Management Solutions
The Gregory L. Schaffer & CO Asset Management Companies have dedicated decades to providing investment management and strategic wealth planning tailored to individual client needs. As a financial advisory firm, our primary focus is delivering unbiased opinions designed for long-term investment results. We support, educate, and guide clients with the highest levels of trust, integrity, and respect, employing a collaborative team approach. With expertise spanning financial planning, retirement strategies, asset allocation, and executor services, we serve as a family's trusted advisor in all areas of financial life.Our SEC-registered investment advisory services, combined with 41 years of industry experience, ensure clients receive informed, personalized guidance. We maintain licenses in real estate, insurance, and tax preparation, offering comprehensive solutions for wealth preservation and growth. Our commitment to excellence extends to accounting services, trust administration, and estate management, ensuring holistic financial stewardship for individuals and families.
Services
Investment Advisory
Financial Planning
Retirement Planning
Asset Allocation
Insurance Services
Real Estate Services
Tax Preparation
Trust Services
Executor Services
Accounting Services
Details
- Year established: 1984
Highlights and features
- We offer 41 years of experience in financial advisory and wealth management.
- Our team includes SEC-registered advisors and Certified Financial Planners.
- We provide comprehensive, integrated services across finance, insurance, and real estate.
- Our client-centric approach prioritizes trust, integrity, and personalized strategies.
- We maintain in-house expertise in accounting, tax preparation, and estate administration.
Associations and certifications
- SEC Registered Investment Advisor
Services
Investment Advisory
Our SEC-registered investment advisory services focus on fee-based, unbiased strategies to guide clients toward financial independence. With 41 years of experience, we offer personalized portfolio management, emphasizing long-term growth and risk mitigation tailored to individual financial profiles.
Financial Planning
We provide holistic financial planning addressing retirement, college funding, tax strategies, and estate management. Certified Financial Planners work closely with clients to develop customized roadmaps, ensuring alignment with long-term goals and evolving life circumstances.
Executor Services
Beacon of Light Wealth Preservation, Inc. specializes in executor services, managing estate administration with expertise in probate, tax filing, asset distribution, and trust management. Our fiduciary approach ensures estates are handled impartially, protecting beneficiaries' interests over the long term.
Tax Preparation
We offer year-round tax preparation for individuals, businesses, trusts, and estates, combined with strategic consulting. Our IRS-registered tax professionals ensure compliance while optimizing deductions and minimizing liabilities through proactive planning.
Real Estate Services
Beacon of Light Realty USA provides residential, commercial, and industrial real estate services integrated with financial planning expertise. We prioritize clients' best interests in transactions, leveraging market knowledge to maximize investment value and long-term financial outcomes.
People
Gregory L. Schaffer
CEO, President, Chief Investment Officer
Gregory L. Gregory L. Schaffer & CO Asset Management Companies is a Certified Financial Planner and SEC-registered investment advisor with over 41 years of experience. He leads The Gregory L. Schaffer & CO Asset Management Companies, specializing in wealth management, trust services, and financial planning.
David M. Cocuzzi
Chief Compliance Officer
David M. Cocuzzi is a tax practitioner and senior accountant with expertise in compliance, trust administration, and estate planning. He serves as Chief Compliance Officer, ensuring adherence to regulatory standards across all company operations.
Kelly R. Schaffer
Executive Vice President of Insurance Division
Kelly R. Gregory L. Schaffer & CO Asset Management Companies oversees the insurance division, managing relationships with 30+ carriers to provide competitive policies. He specializes in property, casualty, and health insurance solutions tailored to client needs.
Questions
What services does Gregory L. Gregory L. Schaffer & CO Asset Management Companies offer?
We provide investment advisory, financial planning, retirement strategies, insurance, real estate, tax preparation, trust administration, and executor services tailored to long-term wealth management.
Are your financial advisors certified?
Yes, our team includes Certified Financial Planners and SEC-registered investment advisors with decades of industry experience.
Do you serve clients outside Monroe County, NY?
While based in Monroe County, we serve clients across New York State and through virtual consultations nationwide.
How do you approach retirement planning?
We address lifetime income needs, healthcare costs, estate protection, and tax-efficient strategies, customized to individual risk tolerance and long-term goals.
Can you assist with estate administration?
Yes, our executor services include probate management, asset distribution, tax filing, and trust administration to ensure estates are settled according to wishes.
Reviews (1)
Sylvia ONeil
Dec 06, 2019
Report
I've been having the Gregory L. Schaffer and Companies do my taxes and investments for many years, I would not go anywhere else. Gregory Schaffer has proven himself to be top in his field when it comes to managing money and taxation. A very professional and knowledgeable group of individuals.
