Skip to content

Haven Financial PlanningFinancial advisor in Amherst, NY

Haven Financial Planning is a financial advisor at 8469 Sheridan Dr, Williamsville, NY 14221, ranked #14 of 147 financial advisors in Amherst and rated 5.0 from 16 Google reviews. Open Monday to Saturday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Amherst, NYUpdated 0 paid placements in any rankingHow we rank

Call (716) 458-1900Website ↗

Key facts

Key facts about Haven Financial Planning
Address8469 Sheridan Dr, Williamsville, NY 14221, Amherst, NYGet directions
Phone(716) 458-1900
Websitehavenplanning.com
HoursMonday to Friday: 9 AM – 5 PM; Saturday: 9 AM – 12 PM
Google rating5.0 from 16 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Amherst and 11 towns within 25 miles: Depew, Lancaster, Eggertsville, Cheektowaga, Kenmore, North Tonawanda, Tonawanda, West Seneca, Buffalo, Lackawanna and Lockport.

Based in Amherst, NYView on map

Opening hours

Opening hours for Haven Financial Planning
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
Saturday9 AM – 12 PM
SundayClosed
  • Open evenings — no
  • Open Saturdays
  • Open Sundays — no

Questions about Haven Financial Planning

How is Haven Financial Planning ranked in Amherst?

Haven Financial Planning is ranked #14 of 147 financial advisors in Amherst by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Haven Financial Planning’s hours?

Haven Financial Planning is open Monday to Saturday. Its listed hours are Monday to Friday, 9 AM – 5 PM; Saturday, 9 AM – 12 PM. On Saturdays it is open 9 AM to 12 PM and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Haven Financial Planning serve?

Serves Amherst and 11 towns within 25 miles: Depew, Lancaster, Eggertsville, Cheektowaga, Kenmore, North Tonawanda, Tonawanda, West Seneca, Buffalo, Lackawanna and Lockport. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Haven Financial Planning?

Haven Financial Planning has a rating of 5.0 from 16 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Haven Financial Planning?

Call Haven Financial Planning on (716) 458-1900. The business is at 8469 Sheridan Dr, Williamsville, NY 14221, Amherst, NY. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Haven Financial Planning? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

Haven Financial Planning compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Haven Financial Planning (this business)—665.0 (16)YesNo
Abaya Wealth Management LLC#12675.0 (29)NoNo12.0 mi
Eudaimonia Wealth#13675.0 (24)NoNo10.5 mi

See all 147 ranked financial advisors in Amherst