$50MM AUM | $500,000 GDC in Williamsville, NY

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer
Location
Williamsville, NY, US
Fee 0% Commission 100%
$500,000
Gross Revenue
750
# of Accounts
65
Avg Client Age
Overview

If you are planning to leave the business or retire and are looking for a company that can successfully integrate your business and provide excellent service and support for your clients you should consider the Hafner Financial Group. We are a Financial Planning and Investment Advisory company in Williamsville, NY where we work with 180 families and manage 50M in assets. We have created a successful and repeatable process of working with our client families that leads to both high satisfaction and retention. I have no doubt that if you considered us as your succession partner, you would come away feeling confident that we are a partner you could rely on to create a successful transition. I look forward to talking with you. Peter Hafner, President of Hafner Financial Group

Extended Profile Information

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