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.

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works ...
06/01/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

05/25/2026
Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day ...
05/25/2026

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day might really cost.

Estimate total wedding costs and see how different choices affect your overall budget.

05/20/2026

We are out of the office for the rest of this week at a conference but will be monitoring calls!

How much is enough for your emergency fund?
05/18/2026

How much is enough for your emergency fund?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
05/11/2026

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

💐Celebrating the women who give endlessly, love deeply, and make life more beautiful every day. Happy Mother’s Day! 💐
05/10/2026

💐Celebrating the women who give endlessly, love deeply, and make life more beautiful every day. Happy Mother’s Day! 💐

You've allocated your assets; you just may not realize it yet.
05/04/2026

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.

Here’s a look at what goes into creating a \$20 bill and what determines when a bill’s lifespan ends.
04/27/2026

Here’s a look at what goes into creating a \$20 bill and what determines when a bill’s lifespan ends.

How long does a $20 bill last?

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:

Share