Shaffer Financial Services

Call Directions Website Contact the business

Shaffer Financial Services In August 2012, Randy and Mary Shaffer acquired Funkhouser Agency and formed Funkhouser Shaffer Financial Services. Thank you for your trust and confidence.

We specialize in Retirement Planning, Investments, IRAs, and Life Insurance as well as Medicare Supplements, Medicare Advantage Plans, and Prescription Drug Plans. Although the name has changed, our pursuit of excellence in customer service has continued to remain the same. We are a family owned business located in Conneaut Lake, PA. We understand that relationships are an important part of our lives and those relationships are built on trust. The depth and quality of these relationships go a long way in supporting and accomplishing the goals that are important in each of our lives. At Shaffer Financial Services our mission is straightforward. We provide sound guidance and personalized service so you can make wise decisions regarding your retirement, investments, and insurance needs. Making financial decisions to achieve what’s important to you takes the kind of expertise, personal attention, integrity, and objectivity you’ll find at Shaffer Financial Services. Our staff consists of Randy and Mary Shaffer, Erin Depew, and Heather Haylett. Randy Shaffer* specializes in retirement planning, IRAs, 401k rollovers, mutual funds, annuities, college 529 plans, life insurance, long-term care, and disability insurance. Mary Shaffer specializes in Medicare supplements, Medicare advantage plans, Prescription Drug Plans, individual health insurance, and dental insurance. We strive to make your experience as pleasant as possible. Because retirement planning and insurance is becoming more complex every year, we understand the importance of personalized service. We simplify your options and guide you in the right direction. Shaffer Financial Services has seen consistent growth every year and projects significant growth in the future. We attribute much of this growth to the referrals from our satisfied clients who are at the heart of everything we do. We look forward to serving you for many years to come. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the...
10/12/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Last week, Randy and Evan attended the fall session of the Academy of Preferred Financial Advisors in Las Vegas. Members...
10/09/2026

Last week, Randy and Evan attended the fall session of the Academy of Preferred Financial Advisors in Las Vegas. Members of APFA are part of an exclusive group of dedicated individuals and practices that offer the highest level of financial advice and service for their clients.

You've allocated your assets; you just may not realize it yet.
10/05/2026

You've allocated your assets; you just may not realize it yet.

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Looking for the latest tax bracket changes? Use this handy reference guide to save time.
09/28/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Wishing our clients and community a wonderful first day of fall!The seasons may change, but our commitment to delivering...
09/22/2026

Wishing our clients and community a wonderful first day of fall!
The seasons may change, but our commitment to delivering exceptional quality and reliability remains constant. Thank you for your continued partnership as we head into the final months of the year.

Healthcare in retirement can cost more than expected. Our article covers three often-overlooked expenses.
09/21/2026

Healthcare in retirement can cost more than expected. Our article covers three often-overlooked expenses.

An article on three healthcare costs that often catch retirees off guard.

New legislation brings significant changes to tax brackets, deductions, and credits — some permanent, some temporary. Fr...
09/14/2026

New legislation brings significant changes to tax brackets, deductions, and credits — some permanent, some temporary. From tips and overtime to child credits and estate exemptions, here's what you need to know about the One Big Beautiful Bill Act.

Today, on Patriot Day, we pause to remember the lives lost on September 11, 2001. We honor the bravery of the first resp...
09/11/2026

Today, on Patriot Day, we pause to remember the lives lost on September 11, 2001. We honor the bravery of the first responders and the strength of our community. Never forget.

Address

10744 State Highway 18
Conneaut Lake, PA
16316

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Telephone

+18143828686

Alerts

Be the first to know and let us send you an email when Shaffer Financial Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Shaffer Financial Services:

Shortcuts

Share