The Gregory L. Schaffer Insurance Agency

The Gregory L. Schaffer Insurance Agency is an independent, multi-service financial firm located at 3205 Mount Read Blvd in Rochester, NY. Founded in 1984 by Gregory L. Schaffer, the agency has operated in the Rochester area for over four decades. What began as an insurance and financial services practice has expanded into a family of companies — including Schaffer & Company Asset Management, Inc., which was incorporated in 2005 as an SEC-registered investment advisory firm, and Beacon of Light Wealth Preservation, Inc., which handles trust and executor services.

The firm is led by Gregory L. Schaffer, a Certified Financial Planner (CFP®), New York State licensed real estate broker, and IRS-registered tax return preparer. The team also includes licensed property and casualty brokers and a chief compliance officer who serves as a senior accountant and IRS tax professional.

The agency provides coverage through relationships with more than 30 insurance carriers, spanning a wide range of policy types:

• Homeowners, renters, and auto insurance
• Business, workers compensation, and professional liability
• Life, disability, and health insurance
• Motorcycle, recreational vehicle, snowmobile, and boat coverage
• Umbrella policies and bonds

Beyond insurance, the firm offers fee-based investment advisory and portfolio management, comprehensive and targeted financial planning, retirement and asset allocation planning, taxation and accounting services, and real estate brokerage. Trust and executor services are handled through the affiliated Beacon of Light Wealth Preservation entity.

The Gregory L. Schaffer Insurance Agency is structured as a one-stop financial services practice — a model that consolidates insurance, investments, tax preparation, real estate, and estate planning under one roof. Gregory Schaffer himself holds credentials across each of these disciplines, with over 40 years of experience in financial services and real estate. The firm's SEC-registered advisory arm, established in 2005, distinguishes it from typical independent insurance agencies by offering fee-based portfolio management alongside traditional insurance brokerage.

The agency's office sits along Mount Read Boulevard, a major north-south commercial corridor on Rochester's northwest side near the Town of Greece border. The stretch of Mount Read Blvd near the office is a mix of residential properties and local businesses, with a Wegmans supermarket and other retail anchors nearby. Office hours are Monday through Friday, 9:00 AM to 5:00 PM. The firm can be reached at (585) 621-3300 or toll-free at (888) 225-1350.