Intelligent solutions for today’s investors

Ellyn Schaefer

Registered Representative
Years of Experience

in the financial services industry

My Mission Statement

Ellyn A. Schaefer delivers accounting and financial services to individuals and small businesses. She is proud of her strong client relations, which help her to deliver a personalized, custom experience for each of her clients. With more than 25 years of experience as a CPA, Ellyn will paint your complete financial picture, allowing her to choose a financial portfolio to help meet all your needs. It is her goal to assist in all of your financial needs, whether it is handling your tax returns, your retirement investments, or anything in between.

Professional Qualifications

  • FINRA Series 7
  • Series 66
  • Certified Public Accountant

Personal Information

Ellyn A. Schaefer resides in Pittsford, NY and is married with three children. She graduated from St. John Fischer College with a BS in accounting and soon after began building her CPA firm, which has been in-business for over two decades. Ellyn is passionate about three things: her business, her family, and her clients. She specializes in individuals, small businesses, and nonprofits. Additionally, she has served as a board treasurer for CURE Childhood Cancer Association and volunteers for Third Presbyterian Church. When she’s not working or spending time with her family, you can often find her skiing in Vermont or biking along the Erie Canal.

Interested in finding out more?

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