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Client Portal

Welcome to the Hafner Financial Group's client portal. Choose an action from the options below.

Schedule a meeting

Schedule your next meeting with our easy-to-use online meeting scheduling tool. 


View your accounts (Held with NEXT)

View your account information, and print in-depth statements.
Note: You will need to create a new username and password if signing in with NEXT Financial Group, Inc. for the first time. Please contact us at (716) 650-4151 with any questions. 


View your accounts (Held with First Allied)

View your account information, and print in-depth statements.
Note: use this page to view your accounts that have not yet transferred to Next Financial Group, Inc.