Schaffer & Company Asset Management, - A Gregory L. Schaffer Company Revenue
Financial Services • 
Rochester, New York, United States • 1-10 Employees
Schaffer & Company Asset Management, - A Gregory L. Schaffer Company revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Key Contact at Schaffer & Company Asset Management, - A Gregory L. Schaffer Company
Gregory Schaffer
CEO, President, Chief Investment Officer, CERTIFIED FINANCIAL PLANNER®-CFP
Company overview
| Headquarters | 3205 Mount Read Blvd., Rochester, NY 14616, US |
| Website | |
| NAICS | 52 |
| Keywords | Comprehensive Financial Planning, Wealth Preservation, College Planning, Pension Plans, Business Succession, Retirement Planning, Business Consultation, Life Transitions, Inheritance Planning, Trust Planning, Strategic Asset Allocation, Elder Planning, Pension Plan Administration, Active Money Management, Fee Based Investment Advisory |
| Founded | 1984 |
| Employees | 1-10 |
Schaffer & Company Asset Management, - A Gregory L. Schaffer Company Email Formats
Schaffer & Company Asset Management, - A Gregory L. Schaffer Company uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@gregoryschaffer.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@gregoryschaffer.com | 100% |
About Schaffer & Company Asset Management, - A Gregory L. Schaffer Company
Schaffer & Company Asset Management, Inc.-A Gregory L. Schaffer Company is SEC Registered Investment Advisory Firm. We are a relationship centered firm with the belief that the clients' needs come first and as a fiduciary, we act in the client's best interest always in all the services we provide. We are fee based advisers and do not charge commissions. We are very active money managers providing a high level of risk management to help navigate your portfolio while striving to achieve your financial goals. We employ only CERTIFIED FINANCIAL PLANNER®-CFP offering Wealth Planning, Investment Management, Comprehensive Financial Planning Services, Retirement Planning and Income Strategies, Strategic Asset Allocation, Portfolio Construction, Risk Management, Tax Planning & Preparation, Business Owner Consulting, Estate Planning, Trust Planning, Life Planning and Succession Planning. We offer accounting and taxation services, full real estate services, all forms of insurance, trustee and executor services as well through our subsidiary company's. We are a full service independent group of companies that cover of of your financial needs. Our firm is designed to be a "Financial Doctor" for our clients. Please schedule an initial free consultation today! The Gregory L. Schaffer Companies other companies: Beacon of Light Financial Services, Inc. Beacon of Light Wealth Preservation, Inc. The Gregory L. Schaffer Insurance Agency, Inc. Beacon of Light Realty USA Schaffer & Company Financial Services Schaffer Accounting & Tax Services Disclosure: Schaffer & Company Asset Management, Inc. is a successor incorporated in 2005 to Schaffer & Company Financial Services founded in 1984 which both are wholly owned by Gregory Lee Schaffer.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Schaffer & Company Asset Management, - A Gregory L. Schaffer Company has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Schaffer & Company Asset Management, - A Gregory L. Schaffer Company has never raised funding before.
United Kingdom
Canada
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Frequently asked questions
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