Business ProfileforHafner Financial Group
At-a-glance
Related Categories
Overview
As Fee-Only Planners, they offer a variety of Retirement Planning Packages from a basic to the comprehensive.
As Personal Investment Advisors, they oversee the management of investments, review and rebalance portfolios as required, proactively search for investment opportunities that might improve portfolio performance, and meet with their clients on a regular basis to monitor progress.
Securities and Advisory Services offered through First Allied Securities, Inc. Member FINRA/SIPC
Business Details
This is a multi-location business.
- Location of This Business
- 5930 Main St., Buffalo, NY 14221
- BBB File Opened:
- 12/23/2008
- Years in Business:
- 17
- Business Started:
- 6/1/2007
- Business Started Locally:
- 6/1/2007
- Business Incorporated:
- 6/6/2007
- Licensing Information:
- This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
- Type of Entity:
- Corporation
- Alternate Business Name
- Peter Hafner Financial Services, Inc.
- Business Management
- Mr. Peter Hafner, President
- Ms. Katie Perry, Operations Manager
- Contact Information
Principal
- Ms. Katie Perry, Operations Manager
Customer Contact
- Ms. Katie Perry, Operations Manager
- Additional Contact Information
Fax Numbers
- (716) 650-4149Primary Fax
Phone Numbers
- (877) 409-7357Other Phone
Email Addresses
- Primary
- (716) 650-4149
Customer Complaints
0 Customer Complaints
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