Vision 2022: Shaffer Financial Services | Vision

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Shaffer Financial Services

Welcome to 2022 at Shaffer Financial Services. With the start of the new year, we are excited to share our new look! The first thing you’ll notice is our name change from Funkhouser Shaffer Financial Services to Shaffer Financial Services. Also check out our new and improved logo. We will continue to provide the same great service at our same location here in Conneaut Lake.

We strive to provide individuals and families with the personalized advice and service needed to help you make informed decisions about your retirement, investment and insurance needs. We are a company known for educating our customers, so that they are confident in the decisions they make.

Randy provides wealth management solutions and investment services, including retirement planning and retirement income distribution planning with Social Security claim options.

Mary specializes in health insurance. She explains the basics of Medicare so you can make an informed decision about which plan is right for you, whether it’s a Medicare Supplement and Prescription Drug Plan or a Medicare Advantage Plan. It is approved with several insurance companies to offer many options.

We would like to thank our many loyal customers who have accompanied us over the years and our new customers for the trust they place in us as they move into retirement. As a result, our business has grown steadily over the past few years and we expect this growth to continue.

When you call the office, you will be greeted by Heather or Erin who will help you schedule an appointment or answer any questions. Call us today at (814) 382-8686 to schedule an appointment with Randy or Mary Shaffer.

Securities and investment advisory services offered by FSC Securities Corporation, Member FINRA/SIPC and a registered investment adviser. Fixed and/or traditional insurance services offered by Shaffer Financial Services, which is not affiliated with FSC Securities Corporation.

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