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.

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
07/13/2026

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Business owners should consider a succession plan sooner rather than later.
07/06/2026

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

🇺🇲 "The American journey is an ongoing story written through acts of bravery, protected by generations, and carried forw...
07/04/2026

🇺🇲 "The American journey is an ongoing story written through acts of bravery, protected by generations, and carried forward by every dreamer." 🌟🇺🇸
250 years of the American dream! From 1776 to today, our nation’s history has been shaped by hard work, determination, and community. All of us at Shaffer Financial are wishing you a meaningful and proud 4th of July as we reflect on this historic milestone.

Our office is closed today in observance of Independence Day
07/03/2026

Our office is closed today in observance of Independence Day

Every year since 1947, the U.S. President pens an economics textbook.
06/29/2026

Every year since 1947, the U.S. President pens an economics textbook.

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Small contributions can add up to something big. See how compound interest works over time and what it could mean for yo...
06/22/2026

Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.

Explore how compound interest can grow your money over time with this interactive tool.

Happy Father's Day!
06/21/2026

Happy Father's Day!

06/15/2026

Paying your mortgage every two weeks instead of monthly could knock years off your loan. See the numbers and decide if bi-weekly payments make sense for you.

🌞 Please note our summer hours below! We will be closing at Noon on Fridays through August. 🌞
06/12/2026

🌞 Please note our summer hours below! We will be closing at Noon on Fridays through August. 🌞

We had beautiful weather for our client appreciation day at Hank’s yesterday! Thank you to all who stopped by to say hel...
06/11/2026

We had beautiful weather for our client appreciation day at Hank’s yesterday! Thank you to all who stopped by to say hello and to Hank’s for the delicious custard to keep us cool!

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 - 12pm

Telephone

+18143828686

Website

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