TOP 30 Fiduciary services in Honolulu, Hawaii

10 results found

Ryan Katahara is a Financial Advisor at Ameriprise Financial Services, LLC located at 500 Ala Moana Boulevard in Honolulu, Hawaii, United States. He holds several certifications including AAMS™, APMA™, AWMA℠, and Behavioral Financial Advisor. Ryan is also an ADPA™ Accredited Domestic Partnership Advisor, AEP® Estate Planner, AIF® Investment Fiduciary, and more. With expertise in asset management, retirement planning, estate planning, and investment strategies, Ryan is dedicated to providing comprehensive financial services to individuals and small business owners. Whether you are looking to plan for retirement, manage investments, or navigate complex financial situations, Ryan Katahara is here to help you achieve your financial goals.

StarTower Advisors - Ameriprise Financial Services, LLC is a finance institution located at 1585 Kapiolani Boulevard in Honolulu, Hawaii, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch with us. Our team provides investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. We work with you to document your goals, regularly review your progress, and adjust your approach as needed. You can access your investments and accounts from any device securely. Our financial advisors are registered to do business in certain U.S. states. Contact us to discuss what's most important to you and learn more about how we can help you achieve your financial goals. Please note that the initial consultation provides an overview of financial planning concepts and does not include written analysis or recommendations. Ameriprise Financial Services, LLC cannot guarantee future financial results. We are committed to helping your friends or family members reach their financial goals as well. Thank you for considering us as your trusted financial partner.

Wayne T Kaneta - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious financial institution located at 1585 Kapiolani Boulevard in Honolulu, Hawaii, United States. Wayne T Kaneta holds various certifications and designations, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate Wayne T Kaneta's expertise in asset management, wealth transfers, retirement planning, estate planning, investment fiduciary practices, portfolio management, philanthropy, annuities, senior financial issues, divorce financial analysis, estate planning, exit planning, securities analysis, financial planning, mutual funds, special needs planning, investment management, biblically wise financial advice, long-term care planning, and life insurance. Wayne T Kaneta is dedicated to providing top-tier financial services to clients, with a focus on ethical practices and comprehensive financial planning tailored to individual needs.

Maximum Legal Services Corporation, also known as MaxCorp, is a charitable non-profit organization located in Honolulu, Hawaii. We offer a wide range of legal, fiduciary, social, and administrative services for trusts, estates, guardianships, and conservatorships for individuals of all ages throughout the entire state of Hawaii. Please note that the information provided on our website is for educational purposes only and should not be considered as legal advice. We are not responsible for any actions taken or not taken based on the information provided on this site. Our content is general in nature and may not always reflect the most current developments. Thank you for visiting Maximum Legal Services Corporation.

Merrill Lynch Financial Advisor Karen A Igarashi is a dedicated and experienced wealth management professional located at 1003 Bishop Street in Honolulu, Hawaii. Karen has been with Merrill Lynch since 2009 and formed The Igarashi Group in 2022. She specializes in providing wealth planning strategies for successful executives, individuals, and families. Karen takes a personalized approach to financial advising, focusing on understanding each client's unique goals, priorities, and concerns. She believes in building trusted relationships and goes beyond just the numbers to truly understand what her clients want their wealth to achieve in their lives, families, and communities. Karen holds the Chartered Retirement Plans Specialist and Certified Plan Fiduciary Advisor designations, bringing a high level of expertise to her practice. With access to Merrill's vast investment management, banking, and lending resources, Karen is committed to providing personalized advice and guidance to help her clients achieve a more meaningful life and secure a lasting legacy.

First Republic Investment Management, located at 745 Fort Street Mall in Honolulu, Hawaii, is a financial institution that offers ATM services and personalized finance solutions. With a strong commitment to responsiveness and action, our team strives to provide exceptional service to our clients. We offer deposit products and related services through JPMorgan Chase Bank, N.A., ensuring a secure and reliable banking experience. Please note that investing involves market risk and there is no guarantee of achieving investment objectives. Past performance does not guarantee future results. J.P. Morgan Wealth Management, a business of JPMorgan Chase & Co., offers investment products and services through J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC. Trust and fiduciary services are also available through JPMorgan Chase Bank, N.A. and affiliated trust companies. Insurance products are offered through Chase Insurance Agency, Inc. Please be aware that investment and insurance products are not FDIC insured, not insured by any federal government agency, not a deposit or other obligation of, or guaranteed by, JPMorgan Chase Bank, N.A. or any of its affiliates, and are subject to investment risks, including possible loss of the principal amount invested.

LPL Financial is a leading financial institution located at 6710 Hawaii Kai Drive in Honolulu, Hawaii. As a prominent finance company in the United States, LPL Financial offers a wide range of financial services and solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellence, LPL Financial is dedicated to providing personalized and comprehensive financial advice to its clients. Whether you are looking for investment guidance, retirement planning, or wealth management services, LPL Financial is here to help you navigate the complexities of the financial world.

Masuda Lehrman Wealth is a finance institution located at 987 Queen Street in Honolulu, Hawaii. As a Fee-Only Fiduciary, we specialize in serving inheritance leavers and receivers both locally and nationwide. Our founder, a CERTIFIED FINANCIAL PLANNER™ professional with years of experience in financial planning, follows the CFP Board's Financial Planning Process to provide comprehensive financial advice. Whether you need help with investments, retirement planning, or student loans, we are here to help you make informed decisions to secure your financial future. Contact us today for financial planning and investment management services tailored to your needs.

The Law Offices of Stephen B. Yim is a reputable legal institution located at 2054 South Beretania Street in Honolulu, Hawaii. Led by experienced attorney Stephen B. Yim, the firm provides expert legal services in various areas of law including personal injury, family law, estate planning, and more. With a commitment to providing personalized and effective legal representation, clients can trust the Law Offices of Stephen B. Yim to navigate through their legal matters with skill and professionalism.

Thomas Law Group P.C. is a reputable institution located at 500 Ala Moana Boulevard, Honolulu, Hawaii, United States. Specializing in assisting clients who have suffered from stockbroker misconduct, our team of experienced attorneys, experts, and consultants in the securities and commodities industries have successfully represented over 2000 clients nationwide since 1991. We have a strong track record of recovering investment losses for our clients through securities arbitrations at FINRA, AAA, NFA, CFTC, as well as in Superior and Federal courts. Our focus is on representing brokerage customers in cases involving various violations such as unsuitable investment recommendations, churning, misrepresentation, unauthorized trading, negligence, breach of fiduciary duty, and failure to supervise.