Haven Financial Planning - Williamsville (NY)

5 /5 Cliff Miller: Katie and her team are both knowledgeable and very friendly. We are thankful to be blessed by our association with them. I feel confident that our investments and plans are in excellent hands and we will continue to work together to achieve our retirement and future plans.

5 /5 R and B FRANKS: Our experience with Katie has been exceptional! She is very knowledgeable and easy to talk with. She took her time with us and we felt totally at ease with her. We are very pleased!

5 /5 Daniel Santiago: Katie Weibel at Haven Financial Planning is absolutely outstanding! As a fiduciary, Katie truly puts her clients’ best interests first, offering personalized, holistic financial guidance that’s tailored to each individual’s unique needs and goals. Katie has passion for supporting women and business owners—she goes above and beyond to empower clients with the knowledge and confidence to take control of their finances and plan for the future. Katie’s expertise, attention to detail, and genuine care set her apart. If you’re looking for a trustworthy advisor who prioritizes your financial well-being, especially if you’re a woman or business owner, I can’t recommend Katie highly enough!

5 /5 Dan Zazynski: Our family was in need of financial planning services. After checking out a few companies we decided to work with Haven Financial Planning. We explained our situation with Katie Weibel. She listened very closely and displayed great compassion. After some research Katie presented us with a sound financial plan. We have been so happy and satisfied with her services. Katie has a wonderful staff led by Laura McKenzie, Customer Relations Manager. I would strongly recommend that you speak with Katie Weibel at Haven Financial Planning to discuss all your financial needs.

5 /5 Michael Simpson: Katie is a pleasure to work with. She really has good advice and information. She is very knowledgeable and I would recommend her to everyone. Thank you Katie for all your hard work and help.