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Schaeffer's Investment Research

Schaeffer's Investment Research

3.2
(156 reviews)
Investment Seminars & Webinars

About Schaeffer's Investment Research

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! See more

Customer Reviews

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Kent Gilbert

Kent Gilbert

10/5/2025

If you want to succeed at options call Schaeffer's then ask for Cody Sholler. Cody will take care of you because he wants you to succeed. Call him!

Hank Conner

Hank Conner

10/2/2025

I took 3 of their trades ideas and LOSS MONEY on all 3. This outfit is a Major Scam. Too, I don't think they offer a rebate for the money they charge for their service. SOOO that says a lot there.

David Snow

David Snow

8/5/2025

This company is very solid! They provide great success signals in a timely manner and have excellent customer support that responds quickly. I subscribe to several of their programs and am very happy with all!

Joe Johnson

Joe Johnson

6/30/2025

Where do I begin? I'm very satisfied with my trading experience with Schaeffer's Investment Research! Especially with my service advisor, Travis Gabbard and his trusty sidekick Landon Whitehurst. They have helped me with making and closing trades for gains that I was not able to accomplish with my limited knowledge and experience. Get off the fence and jump in. You'll be glad you did!

Keith Matthews

Keith Matthews

6/23/2025

They over promise and under deliver. I bought a couple of their cheap services that didn’t do well then they “upgraded” me to a more costly service that was supposed to do better. It did not. Then they tried to upgrade me again . I said NO!

Amma Prempeh

Amma Prempeh

6/18/2025

Cody, you’re the best! You listened attentively and recommended the most suitable and profitable product for me according to my financial strength. You operates with integrity and displays a high level of professionalism which makes me feel comfortable each time I talk to you! You’re an invaluable asset to the company and I’m truly grateful to have you as my Account Manager!!

ISKNDER EYOB

ISKNDER EYOB

6/16/2025

Mr. Benjamin Dolan listened to my problem and explained how it will be solved soon.

Mary Mihelich Ventonis

Mary Mihelich Ventonis

6/14/2025

Ryan has been patient with me as a beginner. He knows his way around the options world and is a great teacher. I appreciate how he customizes his recommendations to what I ask for specifically and follows up with me.

Option Trader

Option Trader

6/13/2025

Schaeffer's Customer Service included a picture of a subscription page that clearly showed the "Auto-Renew" function is "turned off." I had not asked for a picture, but I was very pleased to see it because I keep detailed records of any contact I have with any organization. The picture the Schaeffer's Customer Service Representative included is one of those details I greatly appreciate.The picture is an example of the Outstanding Customer Service I receive from Schaeffer's on a continuing basis.

Pete Hoffman

Pete Hoffman

6/10/2025

I signed up for an introductory options advisory service. Only 1 out of 15 recommendations were profitable. They are supposed to be the "experts." When I asked for a refund of the unused subscription they told me it was not refundable and they knew it was a lousy service, but if I paid thousands more I could get a "better" service. Customer service was unresponsive. They were not interested in servicing existing customers except to get an upgrade to a more expensive service. Why would I spend another dime with them after being treated so poorly? Any money you give to them you will never see again.

Glenn Perkal

Glenn Perkal

4/29/2025

John Voss of Schaeffers Research is very helpful and patient assisting me as a new trader in placing and closing out trades. Highly recommend him and Schaeffers.

Bonnie Samples

Bonnie Samples

4/22/2025

We worked with Cody Frye. Cody Frye is a trusted advisor. He always looks out for our best interests. He is very professional and knowledgeable when handling our investments. His promptness and reliability are excellent. We recommend Cody and Schaeffer's Investment Research without any reservations. Henry and Bonnie S.

Rhonda

Rhonda

4/16/2025

I would rate this group lower if I could. I paid $5,000 for their program. Within 5 days, every trade I took lost money. I tried to get a refund, but they told me "no". Then I entered a trade, $5,000 of my own money, the trade was up over 100%, they didn't tell us to close the trade, so I lost the 100% profit and lost my $5,000 investment. So basically, that trade cost me $10,000. That was it! I contacted my credit card company and contested the charge on my credit card. After 3 1/2 months, the money was credited it back to my credit card. While this was taking place, I watched the trade signals they provided. I was amazed at how many "close trade" to preserve capital (meaning the trade was losing money) was sent to their clients. I would run from this company! ***In response to Schaeffer's Investment's response - NO, nobody went over anything with me after purchasing the program. I didn't hear from anyone until I called to question why my trades were losing money. The main person at Schaeffer's was supposed to give me a week to use it then call me back. Never heard back from him. I paid for a service, for the amount I paid for the service, I expected to have you all know what signals to provide. Also, I have many, many notifications stating that we needed to close a position to "perserve capital" Some huge losses were taken during these trades as well, but thank goodness I quit taking the trades.

JSP

JSP

4/10/2025

Schaeffer's Investment Research is a fraudulent company. The "sales" staff calls up prospective clients and reports totally invalid returns. I received a call this week of a service with "1025.5% return, YTD." Trading one contract per recommendation would have had an outflow of $4826 and an inflow of $6159 for a net gain of $1333. Not bad, but that is about 28%, NOT 1025.5% However, this was based on a mere 18 trades, not a statistically significant sample size. The SEC needs to investigate this company. I have the full recording. I will be forwarding it the SEC as part of a formal complaint. Here is what the SEC says about newsletter performance reporting fraud. "Investor Alert: Investment Newsletters Used as Tools for Fraud June 2, 2014 The SEC’s Office of Investor Education and Advocacy is issuing this Investor Alert to help investors avoid fraudulent schemes that may be carried out through investment newsletters. ... While many investment newsletters are legitimate, some are used to carry out schemes designed to deceive investors. Such schemes can include: . . . False performance claims – misrepresenting the track record of the newsletter’s investment recommendations." I asked "Andrew" the direct question, "What are you saying the return is?" Response: "Year to date a little over 1,025%." Here are the trades reported to me. You be the judge if the claim of "1,025%" is legit. Strategy Entry Avg Exit Avg Straight Buy 6.920 0.000 Straight Buy 1.700 3.660 Straight Buy 6.450 26.490 Straight Buy 0.340 0.010 Straight Buy 1.450 5.800 Straight Buy 0.610 2.500 Straight Buy 2.520 0.010 Straight Buy 4.690 0.010 Straight Buy 1.880 4.500 Straight Buy 1.060 0.010 Straight Buy 3.520 0.010 Straight Buy 5.690 0.010 Straight Buy 0.320 0.300 Straight Buy 1.630 6.920 Straight Buy 3.640 0.000 Straight Buy 1.680 5.890 Straight Buy 1.700 2.980 Straight Buy 2.460 2.490

Hutson Finke

Hutson Finke

3/28/2025

Prompt response to my call and delivered on my request right away. Cody S. was great!

Dennis Porras

Dennis Porras

3/5/2025

I worked with Eric, and Travis who have helped me "kick-start", my Options Trading Strategies to the next level of financial success! Thanks !

Tom Zaniewski

Tom Zaniewski

3/3/2025

I have just subscribed to the lightning trader and is looking forward to many winning trades. My senior account manager Cody Sholler have assist me with questions I had and also helped me with my long term investment goals.

William King

William King

2/25/2025

If you wanna lose money, then this is the company you want to be with they run a boiler room operation and once they get your money, you’re kinda on your own and the trades that they give you are useless you’ll lose money on them almost every time very very poor service

Louis W Wilpitz III

Louis W Wilpitz III

2/23/2025

Libra got my issue resolved promptly and courteously. Thanks

jean telusma

jean telusma

2/20/2025

If you want to make money in trading option, Schaeffer investment is the place and Ryan Bianchi is the guy. Ryan is superb! He knows the in and out of trading. Change your financial life and enjoy you life for ever. Bravo Ryan!

Contact Information

  • 5151 Pfeiffer Road, Suite 450, 45242, Blue Ash, United States, ,
  • 5135893800
  • service@sir-inc.com
  • schaeffersresearch.com
  • Contact for hours
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