Hafner Financial Group

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

6225 Sheridan Dr Ste 206, Williamsville,...

Phone Number

(716) 650-4151

Revenue

<$5 Million

Industry

Finance Securities Trading

About Hafner Financial Group

Hafner Financial Group specializes in retirement planning and investment management services aimed at helping middle-class Western New Yorkers manage their savings and achieve their financial goals. They offer a comprehensive approach that includes wealth preservation, estate planning, tax strategy, and financial education. Their intended clients include retirees, pre-retirees, families, individuals, and business owners seeking guidance in financial planning. The firm emphasizes personalized strategies and ongoing support to adapt to clients' changing needs.Explore more
Hafner Financial Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Hafner Financial Group Org Chart

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Director, Marketing

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Director, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Hafner Financial Group

<$5M
1-10
Private
-
2007
SP
Samantha PenziulDirector, Marketing
<$5M
1-10
Private
-
-
RM
Riley MoringCo-Founder & Financial Advisor
<$5M
11-50
Private
-
1998
DA
David AllairePresident & Portfolio Manager
<$5M
1-10
Private
-
2006
LS
Laura SvalestadDirector, Business Development
Illustration of an envelope

Hafner Financial Group Tech Stack

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Frequently Asked Questions Regarding Hafner Financial Group

What is Hafner Financial Group's official website?
Hafner Financial Group's official website is www.hafnerfinancial.com
What is Hafner Financial Group's Revenue?
Hafner Financial Group's revenue is <$5 Million
What is Hafner Financial Group's SIC code?
Hafner Financial Group's SIC: 62,628
What is Hafner Financial Group's NAICS code?
Hafner Financial Group's NAICS: 52,523
How many employees does Hafner Financial Group have?
Hafner Financial Group has 1-10 employees
What industry does Hafner Financial Group belong to?
Hafner Financial Group is in the industry of: Finance, Securities Trading
What is Hafner Financial Group competition?
Hafner Financial Group top competitors include: Cassidy Financial Services, The Retirement Planning, Momentum Wealth Advisors
What technology does Hafner Financial Group use?
Some of the popular technologies that Hafner Financial Group uses are: Drupal, Cloudflare Website Optimization, Proofpoint, AddToAny
How do I contact Hafner Financial Group?
Hafner Financial Group contact info: Phone number: (716) 650-4151 Website: www.hafnerfinancial.com
What does Hafner Financial Group do?

Hafner Financial Group specializes in retirement planning and investment management services aimed at helping middle-class Western New Yorkers manage their savings and achieve their financial goals. They offer a comprehensive approach that includes wealth preservation, estate planning, tax strategy, and financial education. Their intended clients i... nclude retirees, pre-retirees, families, individuals, and business owners seeking guidance in financial planning. The firm emphasizes personalized strategies and ongoing support to adapt to clients' changing needs.Read More

What are Hafner Financial Group social media links?
Hafner Financial Group Linkedin page Hafner Financial Group Twitter page Hafner Financial Group Facebook page
Is Hafner Financial Group a public company?
Hafner Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Hafner Financial Group

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