BBB Accredited Business Profile

Hafner Financial Group

Hafner Financial Group

(716) 650-4151

Hafner Financial Group

11 years in business
5930 Main St.
Buffalo, NY 14221
Fax Numbers
  • (716) 650-4149
Additional Phone Numbers
  • (877) 409-7357
Additional Email Addresses
  • peter@hafnerfinancial.com
BBB File Opened: 12/23/2008
Business Started: 06/01/2007
Business Started Locally: 06/01/2007
Business Incorporated: 06/06/2007
Type of Entity
Corporation
Business Management
  • Ms. Katie Perry, Operations Manager
  • Mr. Peter Hafner, President
Business Category
  • Retirement Planning Services
  • Financial Planning Consultants
  • Life Insurance
  • Long Term Care Insurance
  • Disability Insurance
  • Investment Advisory Services
  • Investment Security
  • Financial Services
  • Investment Management

Alternate Business Names
  • Peter Hafner Financial Services, Inc.
Licensing, Bonding or Registration
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.
BBB accredited business

A+

Overview

This business is an independently owned financial consulting firm. They offer complimentary consultation to discuss financial goals, investments and current investment strategy. 

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

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BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Hafner Financial Group

Hafner Financial Group

BBB ACCREDITATION SINCE 12/23/2008

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