Burns Financial Advisors
41yrs
Top advisor by experience in Independence
5yrs
Eugene Schaffer
Financial advisor at Primerica Advisors
Based in Independence, Ohio, Eugene Schaffer is a financial advisor with 5 years of industry experience. Eugene has been with Primerica Advisors since 2021. Primerica Advisors offers investment management and is paid through a percentage of assets.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office7085 Brecksville Rd Suite A, Independence, OH 44131
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?1 state
Services through Primerica Advisors
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2021 – nowPFS Investments Inc.Current firm
Contact Eugene
(833) 786-0550Firm headquarters in Duluth, GA. Ask for Eugene. 7085 Brecksville Rd Suite AIndependence, OH 44131Office · Get directions X (Twitter) pagePrimerica Advisors
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Questions to ask Eugene
Tailored to Eugene’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Eugene
How do I contact Eugene?
Call Primerica Advisors at (833) 786-0550 and ask for Eugene Schaffer. Eugene works from the Independence, OH office.
How long has Eugene been a financial advisor?
Eugene has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Eugene hold?
Series 63. Tap any license on this page to see what it allows.
Is Eugene a fiduciary?
Eugene is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Eugene paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Eugene for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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