Shaffer Financial
Randy Shaffer of Shaffer Financial brings an impressive 46 years of experience in financial advisory services, specializing in helping those close to or in retirement. Based in Conneaut Lake, PA, Randy is dedicated to guiding clients through the complexities of retirement income, wealth management, tax planning, and Medicare planning. His extensive knowledge ensures that his clients receive comprehensive strategies tailored to their unique needs.
As a certified financial planner (CFP), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Retirement Income Certified Professional (RICP), Randy combines expertise with a genuine commitment to his clients’ financial well-being. His focus on retirement planning allows him to deliver reliable, informed advice that empowers clients to make sound financial decisions and secure their future.
As a holder of the NSSA® designation in Social Security planning, Randy Shaffer brings specialized knowledge of Social Security planning to every client relationship.
Randy’s reputation as a trusted advisor stems from his attentive approach and deep understanding of the financial landscape. Whether you're navigating Social Security benefits or optimizing your retirement income, you can count on Randy to provide the guidance and support you need on your path to financial security.
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.
ARPI-certified advisors bring specialized knowledge and the tools to deliver confident, accurate guidance on the decisions that matter most.