The Gregory L. Schaffer Companies
- 3205 Mt Read Blvd Rochester New York 14616 United States
Profile
The Gregory L. Schaffer Companies is a Rochester, New York-based financial services firm specializing in comprehensive financial planning and investment management. With a client-centered approach, the firm provides tailored financial strategies designed to help individuals, families, and small businesses achieve long-term financial goals. Their services encompass retirement income planning, tax-efficient investment strategies, estate planning, and risk management. The firm prides itself on building long-standing client relationships through transparency, integrity, and personalized service.
With decades of experience, The Gregory L. Schaffer Companies brings insight and stability to the financial planning process, adapting strategies to align with evolving market conditions and client needs. Their team of skilled financial planners stays current with industry developments to offer informed guidance rooted in fiduciary responsibility. In addition to individual planning services, the firm assists business owners with succession planning and employee retirement benefits. Their community-focused presence and client education efforts set them apart as a trusted financial resource in the Rochester area.
Website: http://www.gregoryschaffer.com/
Key Services:
– Comprehensive financial planning
– Retirement income strategies
– Investment management and portfolio allocation
– Tax-efficient planning solutions
– Estate and legacy planning
– Risk management and insurance review
– Business succession planning
– Employee retirement benefit consulting
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Contact Info
- 3205 Mt Read Blvd, Rochester, New York, 14616, United States
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Phone: (585) 621-3300
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