The service that I have received from Schaeffer, particularly from my account rep/mgr John, has been exceptional; with a personable attitude and quick responses, coupled with the ability to listen and... See more
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I got their life time service for $3000. I swear till day not their single call hit the PT. 90% of their option recommendation goes to zero. out of 50 may be 2 or 3 will hit and they will adverti... See more
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I subscribed to a basic service with about 4 recommendations per month. Never received anything except emails trying to sell me more. Salesperson Cody says he tried to call and told me to call. Never... See more
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I have been with this company for only a short while, but my first experience with my Account Manager, John Son promises to be an enjoyable time with positive results in my journey in the world of... See more
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Company details
Written by the company
Schaeffer's Investment Research is a privately held publisher of stock and options trading recommendations headquartered in Cincinnati, Ohio. Founded by CEO Bernie Schaeffer in 1981, we're celebrating over 40 years at the forefront of the thriving options industry. From our flagship Option Advisor newsletter to our expertly curated array of real-time trading services, we've got options for every investor. Ever since that first Option Advisor newsletter was published back in 1981, it has remained Schaeffer's Investment Research's flagship offering. Of course, we've since expanded our product line quite a bit, with key offerings including a wide array of real-time option trading alert services, premium weekend-trading bulletin services, in-depth educational courses, and complimentary market newsletters. Schaeffer's Investment Research provides a wide variety of trading programs ranging from 1 day holding period to 4 month holding period, aggressive to conservative, options buying to options selling, and moneyness varies by product, too! We offer trading programs that provide real-time entry and exit instructions for the more active trader as well as Sunday-night trading services for those who prefer to set trades outside of market hours or simply prefer not to worry about the market during the week. Our leader, Bernie Schaeffer, is highly regarded by major media outlets for a unique and well-known approach to the market. Bernie and his team of traders have regular media appearances on CNBC, Fox Business, Bloomberg, Nasdaq, Benzinga, CBOE, and PBS’ Nightly Business Report. They are also frequently quoted by The Wall Street Journal, Barron’s, Associated Press, Thomson Reuters, and Yahoo! Finance. Bernie has won numerous awards and accolades over the years, including: Recipient of the Traders’ Library “Trader’s Hall of Fame” award, Recipient of the Market Technician’s Association “Best of the Best” award, Consistently ranked among the top 10 marker times by Timer Digest, Three-time winner of the Wall Street Journal stock picking contest, and was Named “Guru of the Year” by TheStreet. Our website, www.SchaeffersResearch.com, is updated throughout each trading day with breaking market news, analysis, and unusual options activity. Research from the Schaeffer's Investment Research team of in-house analysts is regularly quoted by The Wall Street Journal, Bloomberg, MarketWatch, USA Today, Reuters, CNBC, US News and World Report, and more. It's easy to see why SchaeffersResearch.com has been named a "Forbes Favorite" within the options space. Schaeffer's Investment Research is not like most online investment publishers where all you can do is email in and hope for a response in 2-5 business days. Not us. Not when the market is always on the move and timing is everything. Here at Schaeffer's Investment Research, we believe in quickly and completely supporting our clients. We provide LIVE trading support and we put customer experience at the very top of our priority list. You can always reach a product specialist or our customer support team via phone by calling Schaeffer's Investment Research at (800) 448-2080 and dialing 1. Our team of senior product specialists is available during the trading week between the hours of 8:30 am - 5:30 pm ET, with the exception of market holidays. Prefer to have us reach out to you at a time that is convenient for you? No problem! Click here to schedule a consultation with us! You can also reach the Schaeffer's Investment Research team through Live Chat on our website. If it is outside of our normal business hours, you can always leave us an offline message there and we will get to it as soon as possible via your preferred contact method. Also, if it's outside of market hours, you can always email our general inbox for the Schaeffer's Investment Research team at support@sir-inc.com and one of our team members will get back to you as soon as possible!
Contact info
5151 Pfeiffer Road, Suite 450, 45242, Blue Ash, United States
- 5135893800
- service@sir-inc.com
- schaeffersresearch.com
3.7
Average
183 reviews
No history of asking for reviews
This company hasn't invited their customers, so reviews may not be representative
Replied to 88% of negative reviews
Typically takes over 1 month to reply
How this company uses Trustpilot
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DO NOT USE THEM
I could not trade options and they will not refund my money. It was $1500. No one will answer my phone calls or return my messages.
September 1, 2023
Unprompted review
Reply from Schaeffer's Investment Research
Hi Lynn! This review is false. This issue was resolved and you WERE refunded when you found out you were not approved to trade options. Thank you.
I have now been with them for 2 cycle…
I have now been with them for 2 cycle recommendations of 6 option ea. All but one has been a loser. Nice to take peoples money and give them additional pain by losing them more money, and you don't even use a gun.
September 13, 2023
Unprompted review
Reply from Schaeffer's Investment Research
Hi Jerry! It's odd that you write this review about poor trading performance, but yet you purchased another trading program from us one month later? In addition to that, when you expressed frustration with your first 45 days of trading the first program, we immediately refunded your subscription in full. Thank you.
KATIE WILL MAKE THINGS RIGHT!
What started out as a terrible experience with their salesman ended up favorable when Katie, the owner, stepped in to fix the problem and have a little "sit-down" with the offending salesman. The salesman forgot how he should work with customers and solve their complaints. If you ever have a problem with Schaeffer's, give Katie a call. She'll make things right!
August 4, 2023
Unprompted review
Reply from Schaeffer's Investment Research
Thanks, Brian! It was a pleasure working with you to resolve things. Hope In The Money Countdown works out for you this week! :)
Great Customer Response organization
Great Customer Response organization. Schaeffer's has well qualified IT, investment Techs, and Customer Service agents to assist you with any related problem.
August 1, 2023
Unprompted review
Reply from Schaeffer's Investment Research
Thanks so much for your feedback, David! We deeply appreciate the opportunity to provide you with our trading insights!
Good product
Good product, excellent instructions. Need to reduce your sales/marketing emails once someone subscribes to Schaeffer's products
July 10, 2023
Reply from Schaeffer's Investment Research
Thank you for your feedback, Bob! We'll cut back your emails right away per your request. :)
NOTHING BUT PROMOTIONS
July 9, 2023
Reply from Schaeffer's Investment Research
Hi Samuel... thank you for your feedback. I see that all promotions have been turned off and you have also been placed on the 'do not call' list. This should have already taken effect so I do hope we have resolved your concern.
No stocks list for July 16-22
No stocks list for July 16-22
Have to keep hunting for information supposedly to have been sent
July 16, 2023
Reply from Schaeffer's Investment Research
Hi Gerald! First, I want to apologize for any miscommunication here. You signed up for our Expiration Week Countdown program this month and the trades are released on the Sunday prior to options expiration week at 7 pm ET. The trades were activated on your account a little under two hours ago. Please feel free to reply to my email if you need a direct link or if you have any additional concerns.
Follow up needs help
I would give a higher rating but the follow up is not good. I was told I would receive information from customer service concerning the details of my plan - nothing. I have yet to get a username and I have no way to log in
July 7, 2023
Reply from Schaeffer's Investment Research
Hi Matthew! I am showing in our system that all of the details of your service, as well as username/password and links to getting started resources were all emailed to you immediately following your purchase from subscription@schaeffer.com. I am emailing you now to make this right! Thank you!
I have just joined
I have just joined, & so far it’s been working out well, just need to give it more time to play out.
July 6, 2023
Reply from Schaeffer's Investment Research
Thanks for joining us, Eduardo!! We look forward to earning your trust and long-term profits together!
Reply from Schaeffer's Investment Research
Thanks for the opportunity to provide you with some insight into options trading expectations, Richard! Aside from the fact you have only received trades from us for 8 trading days at this point, this is still a great time to set expectations.
Here is an excerpt from our Quick Start Guide that I strongly encourage you to read prior to trading options with anyone, Mr. Eschenbach (it's in your account on www.schaeffersresearch.com and you received a link to it each time you join one of our programs):
OK, a word about win rates... Options trading programs frequently have low ones, even if they're successful. That's because the ability to make leveraged gains means that a few big winners can easily offset a long string of "smaller" losers.
Think of it this way: Buying option premium is about playing possibilities -- the possibility of achieving huge returns on the dollars invested.
From a premium buying perspective, our research shows that successful short-term options traders are correct on roughly 35% to 45% of their trades. A successful trader with a 35% win rate has a 59.60% chance of at least 7 consecutive losing trades within a 50-trade period -- a streak that could easily frustrate an investor who's not used to this kind of low win-rate/high-return trading.
The natural response to such a slump, for some traders, can be very costly: "Since those last three trades were losers, I'll put extra money in the next trade because it has to be a winner." No, it doesn't -- making this a recipe for blowing up your options portfolio. Never put extra capital into a position just because you think a losing streak must "logically" be close to its end.
Likewise, avoid cherry-picking trades to play only your "favorites" or the ones you have a good feeling about. Aside from the rather obvious pitfall of trading on emotions (more on that later), the danger here is significant -- you risk "picking over" one of the two or three out of 10 big winners that can make all the difference to your bottom line.
And use our recommended allocation guidelines, as set forth in Money Management 101, to make sure you have the available capital to participate in as many trades as possible. Otherwise, you risk losing out on the trade that doubles or triples your money.
So what's the bottom line? Basically, expect losing trades. Sometimes, several in a row. But continue to follow each recommendation in your Schaeffer's subscription as it arrives, and rely on a responsible money management system to conserve capital during losing streaks and maximize upside during hot streaks.
Trading is an emotional sport -- we get it. If you ever want a check-in, please give our Director of Operations, Mr. John Voss, a call and he would be delighted to go over your options trading portfolio with you!
Quick response to questions and a wide…
Quick response to questions and a wide variety of services to choose from.
July 9, 2023
Reply from Schaeffer's Investment Research
Thank you so much for providing your feedback, Dee! We deeply appreciate your business and look forward to future profits, together!
Weekly Options Trader - FAIL!
I followed the Weekly Options Trader advice and lost a large amount of money for the week. Truly shocked at how bad this service is.
July 3, 2023
Reply from Schaeffer's Investment Research
Hey Damien -- thanks for taking the time to write a review. Unfortunately, it's impossible to properly measure a trading program based on 6 trades in a 5 day trading period. This week was made even weirder by the trading week only being 3.5 days since the market was closed early on Monday and closed for the full day on Tuesday.
We would be happy to extend your trial so you can see the results this program normally produces. Reach out to our customer experience team and let them know Katie sent you to get a free 30-day extension on your trial. I look forward to a more positive experience after this second round.
Elite Trader Rocks
In 2020 , I increase my acount value by 600% using Elite Trader The real time alerts are great All i had to do is asset allocation and order entry
I will alway be grateful for Schaffers Investment Research
May 7, 2023
Unprompted review
Reply from Schaeffer's Investment Research
Thank you so much for sharing that, Brien. We are so deeply grateful for you!!!
Schaeffer's CLIENT Service is the Best
First thing Schaeffer needs to do is give their Client Services Rep K.... a raise. She truly puts the "C" in CLIENT Services. We explained that we did not receive the service that we ordered and everything seemed to be screwed up with our account. As soon as she heard our story, K.... contacted us and said she would get to the bottom of what happened. She literally spent the weekend to discover the problem and to fix the problem. We subscribe to over two dozen investment services including Bloomberg, Investors Business Daily, WSJ, and Barron's. We have never seen this type of dedication to track down the cause of the problem and then fix it. She sent us several emails just to make sure the Account was up and running and gave us a free subscription to one of their more popular services just as a sign of good faith. She totally made me feel like I was a "CLIENT" of Schaeffer's Investment Research rather than just another "customer" signing up for their Option Advisory Service, which of course has been a staple of Wall Street for over 40 years. Just wanted to thank her for going the extra mile for a CLIENT.
July 8, 2023
Reply from Schaeffer's Investment Research
Thank you so much, Adam! I'm happy I was able to resolve the issues with your account and now we're rolling toward a profitable future! :) Please don't hesitate to reach out again in the future.. we appreciate your business!
Reply from Schaeffer's Investment Research
Thank you so much for sharing your experience, friend!
Good company introduction and general…
Good company introduction and general information. I tried Some of the new PUT and CALL recomendations and they were not filled...I´ll keep trying with next week info...
July 4, 2023
Reply from Schaeffer's Investment Research
Hi Miguel. It seems like there may be a misunderstanding going on with your account! I see that you purchased two programs that provide debit spread recommendations. While these do contain puts or calls, they should be entered as debit spreads with your brokerage.
We watch fill rates closely following trade recommendations to ensure customers are able to get in based on our instructions and there were no red flags with your programs since you joined (or you would have been notified).
Please give my colleague, John Voss, a call at 5135893800 at your earliest convenience. Let's sort out why you're unable to get your positions filled and get you on the right path!
Thank you!
Schaffer Research Evaluation!!!
I have used Schaffer's Research for years. A friend told me about this service. I have purchased 4 services from them. Their research guidance is excellent and in most services I have they tell you the entry and exit points. Their CS is good and if you have an issue they try to work it out with you.
July 4, 2023
Reply from Schaeffer's Investment Research
Thank you so much for sharing your experience, friend!
All I want is good and frecuent …
All I want is good and frecuent options trading recommendations knowing that some are good to be losers
July 2, 2023
Reply from Schaeffer's Investment Research
Thank you so much for sharing your experience, friend!
Look elsewhere for better returns
I bought Schaeffers option week program and was sent 6 stocks to either buy puts or calls on. All but 2 went in the opposite direction of what they were predicting. thankfully, i bought calls on one of the two that worked - GE and made money. I went into the other trades and quickly sold out when i saw what direction they were going in. I wrote them asking about cancelling and was told i could not get my money back although i just began my subscription. after requesting to be removed from all marketing emails, i don't seem to be receiving the program i signed up for. Can't find an email since april with recommendations. trying to reach them by phone. Not sure about success rate of other offerings, but i would look elsewhere. their lack of performance is only matched by their indifference to the issue.
April 17, 2023
Unprompted review
Reply from Schaeffer's Investment Research
Hi Charlotte - thank you for the opportunity to review your experience.
I see that you joined Expiration Week Countdown in April of 2023. Since then, we have positive delivery confirmation on product trade emails for May 2023 and June 2023 (next trades come out next weekend for July 2023). Our customer service rep also manually resent the trades to you.
You have received the following profitable trades since you joined the program:
GENERAL ELECTRIC CALLS @ 202.6% GAIN
QUALCOMM PUTS @ 38.2% GAIN
COMCAST CALLS @ 86.9% GAIN
COINBASE PUTS @ 4.3% GAIN
ETSY PUTS @ 172.1% GAIN
NETFLIX CALL @ 237.5% GAIN
INTEL CALLS @ 239.4% GAIN
PALO ALTO NETWORKS CALLS @ 304.9% GAIN
Obviously, with aggressive options buying, there are also losers. However, since you joined this program, we have delivered a total profit of +363.7% on the 18 trades that you have received which includes all winners and losers.
I strongly encourage you to give your account representative a call or speak with our customer experience team about the best way to utilize and profit from the trading program you have.
I expect winners and the one's I got…
I expect winners and the one's I got into were losers.
June 12, 2023
Reply from Schaeffer's Investment Research
Kevin -- my apologies for the delay in responding to your review. I am just now seeing this. I see that you signed up for Bernie's Expiration Week Countdown on June 11th. Subsequently, you were delivered 6 trades that expired on June 16th. Upon expiration, following our instructions, your trades had a total profit of +152.9% and if you had entered all six positions, you would have averaged a +25.5% return on six trades in UNDER FOUR TRADING DAYS. We highly recommend you trade all of our trades on a given week, or trade none. It is impossible to evaluate the performance of a program if you are not trading it properly. If you are unable, capital-wise, to participate in these trades, please give us a call and we will place you in a trading program where you can take full advantage of the program's performance. I apologize for your experience, either way, but there is a way to ensure a positive experience if you follow all of our trading instructions.
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