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.BBB records show a license number of 829313 for this business, issued by NYS Department of Financial Services
These agencies may include:
NYS Department of Financial Services
One State Street
New York NY 10004
BBB records show a license number of CRD# 2251932) for this business, issued by NYS Department of Financial ServicesThese agencies may include:
NYS Department of Financial Services
One State Street
New York NY 10004
BBB records show a license number of 2444434 for this business, issued by NYS Department of Financial ServicesThese agencies may include:
NYS Department of Financial Services
One State Street
New York NY 10004
- 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
Need to file a complaint? BBB is here to help. We'll guide you through the process. How BBB Processes Complaints and Reviews
File a ComplaintBBB Business Profiles may not be reproduced for sales or promotional purposes.
BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.
When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.
BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.
As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.