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Laurie Schaeffer

Laurie Schaeffer

Wealth Advisor

 Address: 440 Mamaroneck Ave., Suite 403, Harrison, NY 10528

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 “I believe that goals are individual and financial advice should be, too.” - Laurie Schaeffer

Since 2003, Laurie has been dedicated to developing strategies to invest, manage, and transfer wealth. She takes a comprehensive approach to financial planning and works through a six-step planning process with her clients. Laurie believes that this process provides her clients with the security of knowing that she listens to and understands their entire situation rather than only a piece of it. Laurie’s accounting degree plus years of experience have proven invaluable for effective tax planning with her clients.

Laurie and her partner Seth have lived in New Rochelle, NY for six years. They love to travel and attend the theatre. Laurie is an avid baker and loves to exercise and read when she isn’t whipping up delicious desserts. She volunteers at the YWCA of Greenwich offering victims of domestic violence pro bono financial guidance.

Niche: Small Business Owners

Volunteer/Charity Work: YWCA

Most Recent Passport Stamp: Turks and Caicos & Greece

Education:  Hofstra University

Hidden Talent: Owns 70 plants

Check My Background with FINRA

Series 7General Securities Registered RepresentativeHeld with LPL Financial
Series 65Uniform Investment AdvisorHeld with Independent Advisor Alliance
Series 66Uniform Securities State Agent Held with Independent Advisor Alliance and LPL Financial
CRPC®Chartered Retirement Planning Counselor CRPC conferred by the College for Financial Planning
Securities Registration StatesCA, FL, GA, NC, NJ, NY 
Insurance Registration StatesFL, GA, NC, NY