Shaffer Financial Services

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 li

ves 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.

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An ILIT could play a role in your estate strategy.

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Check out this video on taxes.
08/24/2026

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

🎡🌽It's Fair Time!!!🐮🍦 We're thrilled to announce that the annual Crawford County Fair is finally here! It starts today a...
08/22/2026

🎡🌽It's Fair Time!!!🐮🍦 We're thrilled to announce that the annual Crawford County Fair is finally here! It starts today and runs through next Saturday, packed with non-stop fun and excitement for everyone in the family! From thrilling rides to adorable animal exhibits, and from sweet treats to savory delights, there's something for every age and interest. So, tell us... what's your "must-have" fair fare??

Happy Birthday to Erin!
08/21/2026

Happy Birthday to Erin!

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What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Here's a breakdown of how the federal government spends your tax money.

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Where there's a will there's a way. Don't leave your estate unattended—update your documents.

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Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.

Understanding the cycle of investing may help you avoid easy pitfalls.

We are truly honored and grateful to those who voted Mary as the Meadville Tribune Readers’ Choice “Best Insurance Agent...
07/31/2026

We are truly honored and grateful to those who voted Mary as the Meadville Tribune Readers’ Choice “Best Insurance Agent” and for Randy in 2nd place as “Best Financial Advisor”. It is an honor to serve you and we look forward to continuing to do so for many years to come!

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

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