The Hafner Financial Group can help you chart a course to your financial future. We build strong relationships and guide our clients on their journey to financial independence with expert, personalized service regardless of their level of wealth.
Planning for your financial future might seem overwhelming and confusing, but it doesn’t have to be. Financial planning can be as simple as planning for a trip – some of us like the country while others enjoy the city. And some of us prefer even more exotic destinations. But no matter where you are headed, without a clear roadmap to help you pursue your destination, you could end up lost, late or maybe never even arrive at all.
At the Hafner Financial Group, we take the time to get to know you so we can map out a personalized route to help you achieve financial independence. Peter Hafner, a CERTIFIED FINANCIAL PLANNER™ and Certified Wealth Strategist, founded The Hafner Financial Group in 2007 to provide a high level of service and personalized attention that he found lacking at other financial firms.
Today, the Hafner Financial Group is a Western New York financial planning firm that works with a diverse group of clients at varying income levels. In addition to financial advisory services, we offer individual stocks and bonds, mutual funds, real estate investments, variable annuities, as well as insurance including life, disability and long-term care insurance.
Our broker dealer, First Allied Securities, Inc., is one of the leading full-service independent brokerage firms in the nation. With more than 795 registered representatives, 300 locations and over $27 billion in client assets, First Allied offers experienced, reputable and timely financial management with a contemporary, independent perspective. To begin mapping out a plan to help you work towards your destination, contact Hafner Financial Group today for a complimentary consultation. At this no-obligation meeting, we will:
We offer flexible arrangements meaning we can manage your entire investment portfolio or we can provide guidance in only the areas where you need assistance. Ultimately, our goal is to help you retire when you want with the income you need.