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Schaff Financial Group, LLC

Schaff Financial Group, LLC



Bob and Charles were basically born into the financial services industry and grew up observing their father, who began in the business in 1963. After he passed away in 2005, Bob and Charles took care of his clients, officially founding Schaff Financial Group.

An Investment Advisor Representative, Bob’s financial services career began in 1997, and his expertise includes the FINRA Series 65 securities license and his insurance license.

Charles joined his brother in the financial services realm starting in 1999 and is Insurance Licensed.

Both Bob and Charles work closely with estate attorneys to develop sound estate planning strategies for their clients.