Hafner Financial Group logo

Hafner Financial Group Employee Directory

Financial ServicesNew York, United States2-10 Employees

Hafner Financial Group is an independently owned financial consulting firm based in Williamsville, New York. The organization emphasizes personalized service and long-term client relationships, offering ongoing review and evaluation of financial plans to maintain an objective, unbiased approach to investment needs. Operating within the financial services industry, the firm provides securities and advisory services through LPL Financial, reflecting a positioning as a local advisor that integrates independent ownership with access to established custodial and advisory platforms. The team, consisting of a small professional staff, serves clients by applying experience and accountability to guide their financial planning over time. A recent development includes formal collaboration with LPL Financial to deliver its advisory and brokerage capabilities in the region.

Find Hafner Financial Group employees' phone numbers or email addresses

Hafner Financial Group Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Hafner Financial Group's Leadership

  • Stylized image of a person
    P. C. H.
    Founder, Financial Advisor, Cfp®, Cws®, Certified Financial Fiduciary®
    Phone icon
  • Stylized image of a person
    K. P.
    Operations Manager
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  • Stylized image of a person
    N. Z.
    Financial Advisor & Planner
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  • Stylized image of a person
    S. P.
    Administrative Specialist
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Hafner Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Hafner Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    P. C. H.
    Founder, Financial Advisor, Cfp®, Cws®, Certified Financial Fiduciary®
    Phone icon
    United StatesIowa
    Jun 08, 2026
  • Stylized image of a person
    K. P.
    Operations Manager
    Phone icon
    United StatesNew York
    Jul 09, 2024
  • Stylized image of a person
    N. Z.
    Financial Advisor & Planner
    Phone icon
    United StatesNew York
    Jun 30, 2026
  • Stylized image of a person
    S. P.
    Administrative Specialist
    Phone icon
    UNITED STATES
    Jun 20, 2024

Frequently Asked Questions

What is Hafner Financial Group known for?

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Hafner Financial Group was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 6225 Sheridan Drive Suite 206 Williamsville, New York United States; you can contact the main corporate office by phone at . Explore Hafner Financial Group's company overview page for more information.

What is Hafner Financial Group's most common email format?

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Hafner Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Hafner Financial Group email formats with LeadIQ.

How many employees does Hafner Financial Group have currently?

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Hafner Financial Group has approximately 5 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Hafner Financial Group's key employees and leadership?

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As of July 2026, Hafner Financial Group's key employees include:

  • Founder, Financial Advisor, Cfp®, Cws®, Certified Financial Fiduciary®: P. C. H.
  • Operations Manager: K. P.
  • Financial Advisor & Planner: N. Z.
  • Administrative Specialist: S. P.

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