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TOP 30 Financial planning for families in Honolulu, HI
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Search for local businesses, places and services near you
Megan Masuno - Associate Financial Advisor, Ameriprise Financial Services, LLC
Megan Masuno is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1585 Kapiolani Boulevard in Honolulu, Hawaii, United States. Megan is registered to conduct securities business in certain states and provides consultations on financial planning concepts. While Ameriprise Financial cannot guarantee future financial results, Megan is dedicated to helping clients achieve their financial goals. Clients can expect to receive personalized recommendations and analysis during consultations. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and adheres to strict privacy and security regulations. Clients are encouraged to refer friends and family members to Megan for financial guidance. Contact Megan Masuno today to discuss your financial priorities and goals.
Kahala Financial Advisors, LLC
Kahala Financial Advisors, LLC is a finance institution located at 4211 Waialae Avenue in Honolulu, Hawaii, United States. As an independent, fee-only firm, we specialize in providing investment management and financial planning solutions to help you achieve the retirement of your dreams. Our team, led by CERTIFIED FINANCIAL PLANNER™ certificants Greg Miyashiro and Ryan Miyashiro, has over three decades of experience working with Hawaii's retirees and families. We take the time to understand your goals and tailor a retirement strategy that works best for you. Our mission is to provide disciplined investment management and objective advice to help you maximize your financial resources and enjoy a balanced and fulfilling retirement. We pride ourselves on building strong personal relationships with our clients and offering solutions that are closely aligned with your needs.
StarTower Advisors - Ameriprise Financial Services, LLC
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.
Ryan Inouye - Private Wealth Advisor, Ameriprise Financial Services, LLC
Ryan Inouye - Private Wealth Advisor, Ameriprise Financial Services, LLC is a trusted institution located at 1585 Kapiolani Boulevard in Honolulu, Hawaii, United States. Recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers, we offer comprehensive financial planning services to help clients achieve their financial goals. At Ameriprise Financial Services, LLC, we provide personalized advice and guidance to help clients navigate the complexities of investing and financial planning. Our team is dedicated to helping individuals and families build a more secure financial future.
Hawaii Wealth and Legacy Planning Group - Ameriprise Financial Services, LLC
Hawaii Wealth and Legacy Planning Group - Ameriprise Financial Services, LLC is a finance institution located at 745 Fort Street in Honolulu, Hawaii, United States. We specialize in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Our team works closely with clients to document their goals, regularly review progress, and adjust strategies as life changes. Clients can easily access their investments and accounts from any device, track progress towards goals, and securely share information with us. If you or someone you know has financial questions, please consider introducing them to our practice. Our financial advisors are registered to do business in certain U.S. states, and background and qualification information can be found on FINRA's BrokerCheck website. We offer complimentary initial consultations to discuss what is most important to you and provide an overview of financial planning concepts.
Glenn Nishino - Financial Advisor, Ameriprise Financial Services, LLC
Glenn Nishino - Financial Advisor at Ameriprise Financial Services, LLC is located at 1585 Kapiolani Boulevard in Honolulu, Hawaii. As a finance institution, Glenn Nishino offers personalized financial advice, investment recommendations, and solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, Glenn Nishino helps clients save for major purchases and meet their current financial needs. If you have questions or would like to schedule a complimentary initial consultation, you can contact Glenn Nishino. Background and qualification information can be found on FINRA's BrokerCheck website. The institution provides a Client Relationship Summary Disclosure to ensure transparency and clarity in all financial dealings.
Edward Jones - Financial Advisor: John-David A Nako, CFA®
Edward Jones - Financial Advisor: John-David A Nako, CFA® is a reputable financial institution located at 2752 Woodlawn Drive in Honolulu, Hawaii, United States. Specializing in personalized financial planning and investment management, John-David A Nako, a Chartered Financial Analyst (CFA®), provides expert advice and guidance to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones offers a wide range of services to individuals and families looking to secure their financial future. Contact John-David A Nako today to start planning for a brighter tomorrow.
David Livingston - Financial Advisor, Ameriprise Financial Services, LLC
David Livingston - Financial Advisor at Ameriprise Financial Services, LLC, located at 1585 Kapiolani Boulevard in Honolulu, Hawaii, offers personalized financial advice and investment solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, David can help navigate the ups and downs of the market to secure a more confident financial future. Background and qualification information for David Livingston can be found on FINRA's BrokerCheck website. The Ameriprise Financial Services, LLC Client Relationship Summary Disclosure provides additional information for potential clients.
Joanne Watanabe - Private Wealth Advisor, Ameriprise Financial Services, LLC
Joanne Watanabe - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1585 Kapiolani Boulevard in Honolulu, Hawaii, offers personalized financial planning and investment management services. With a focus on building and preserving wealth for individuals and families, Joanne Watanabe provides expert guidance and tailored solutions to help clients achieve their financial goals. Whether it's retirement planning, investment strategies, or estate planning, clients can trust in Joanne Watanabe's expertise and dedication to helping them secure their financial future.
Edward Jones - Financial Advisor: Megan A Abbott, AAMS™
Edward Jones - Financial Advisor: Megan A Abbott, AAMS™ is a reputable financial institution located at 4211 Waialae Avenue in Honolulu, Hawaii. As a trusted advisor, Megan A Abbott, AAMS™ provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Megan works closely with individuals and families to develop tailored investment strategies. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Megan and the team at Edward Jones are dedicated to providing expert guidance and support every step of the way.
Edward Jones - Financial Advisor: Grant T Kurosawa
Edward Jones - Financial Advisor: Grant T Kurosawa is a reputable financial institution located at 1136 12th Avenue in Honolulu, Hawaii, United States. Grant T Kurosawa is a skilled and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Grant T Kurosawa can provide personalized and professional guidance. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Grant T Kurosawa is committed to helping clients secure their financial future.
Edward Jones - Financial Advisor: Eric Kuwaye
Edward Jones - Financial Advisor: Eric Kuwaye is a reputable financial institution located at 1585 Kapiolani Boulevard in Honolulu, Hawaii. As a trusted financial advisor, Eric Kuwaye provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Eric Kuwaye is dedicated to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for education, or investing for the future, Eric Kuwaye is committed to providing expert guidance and support every step of the way. Visit Edward Jones - Financial Advisor: Eric Kuwaye today to start planning for a secure financial future.
Edward Jones - Financial Advisor: Greg T Nakajo, CRPC™
Edward Jones - Financial Advisor: Greg T Nakajo, CRPC™ is a trusted financial institution located in Honolulu, Hawaii. With a focus on providing personalized financial advice and guidance, Greg T Nakajo, a Certified Retirement Planning Counselor, helps clients achieve their financial goals and secure their future. Whether you are planning for retirement, saving for college, or investing for the future, Greg T Nakajo and the team at Edward Jones are dedicated to helping you make informed decisions and build a strong financial foundation. Visit us at 850 West Hind Drive to learn more about our services and how we can help you reach your financial goals.
Edward Jones - Financial Advisor: Gavin C Cook
Edward Jones - Financial Advisor: Gavin C Cook is a renowned financial institution located at 549 Halemaumau Street in Honolulu, Hawaii. As a trusted advisor, Gavin C Cook provides personalized financial planning services to help individuals and families achieve their financial goals. With a focus on long-term success and wealth management, clients can expect expert guidance and tailored solutions to secure their financial future. Whether you are planning for retirement, saving for education, or investing for growth, Edward Jones - Financial Advisor: Gavin C Cook is committed to helping you make informed decisions and navigate the complex world of finance with confidence. Contact Gavin C Cook today to schedule a consultation and start building a solid financial foundation.
Edward Jones - Financial Advisor: Andrew D Lang
Edward Jones - Financial Advisor: Andrew D Lang is a reputable financial institution located at 6700 Kalanianaʻole Highway in Honolulu, Hawaii. As a trusted financial advisor, Andrew D Lang provides personalized financial planning and investment services to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to providing top-notch financial guidance and support to clients in the Honolulu area. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Andrew D Lang and the team at Edward Jones are here to help you every step of the way.
Guy Fujishige & Associates - Ameriprise Financial Services, LLC
Guy Fujishige & Associates - Ameriprise Financial Services, LLC is a finance institution located at 1585 Kapiolani Boulevard in Honolulu, Hawaii. As a branch of Ameriprise Financial Services, LLC, our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or invest for the future, we offer personalized financial advice and solutions tailored to your unique needs. Visit us today to start building a secure financial future.
Merrill Lynch Financial Advisor ALLEN YEUNG
Merrill Lynch Financial Advisor ALLEN YEUNG is a finance institution located at 1003 Bishop Street, Honolulu, Hawaii, United States. As your Merrill advisor, Allen focuses on connecting all aspects of your financial life to help you prioritize and pursue the goals that matter most to you. With a background as a Nuclear Engineer at Pearl Harbor, Allen found his passion in helping others secure their financial future. As a husband and father, he understands the importance of retirement planning, saving for college, and ensuring financial security for loved ones. Allen works closely with clients to develop personalized financial plans using the global investment resources of Merrill and banking products offered through Bank of America, N.A. He collaborates with CPAs, attorneys, and other professionals to create the right financial strategy for each individual. The Merrill Personal Wealth Analysis™ is used to build and document personalized plans centered on clients' goals and aspirations. By focusing on what matters most to clients - family, goals, and priorities - Allen helps them navigate through life changes and market fluctuations. Through conversations and the Investment Personality Assessment, Allen gains a deeper understanding of clients' goals and preferences to tailor financial solutions that align with their values. With access to investment insights and banking solutions, Allen helps clients manage, grow, and preserve their wealth while pursuing their long-term financial goals. By regularly reviewing and adjusting financial plans, Allen ensures that clients stay on track to achieve what's most important to them. With a commitment to putting clients first, Allen provides personalized investment strategies and comprehensive financial solutions to help clients live their best financial life. Whether planning for retirement, saving for college, or passing wealth to future generations, Allen works with clients to design and implement customized plans that address their evolving needs and priorities. Through ongoing support and guidance, Allen helps clients navigate through life's changes and market fluctuations to achieve their financial goals. Allen Yeung is registered to do business in multiple states and emphasizes the importance of consulting legal and tax advisors before making any financial decisions. With a dedication to helping clients achieve their goals, Allen is committed to building a strong one-on-one relationship with each client to provide tailored financial solutions and support.
Ashley Caneso - Financial Advisor, Ameriprise Financial Services, LLC
Ashley Caneso is a Financial Advisor at Ameriprise Financial Services, LLC located at 1585 Kapiolani Boulevard, Honolulu, Hawaii, United States. Ashley holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Ashley specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. With a strong focus on ethical practices and continuing education, Ashley is dedicated to helping clients achieve their financial goals and secure their financial future.
Gavin K Sumimoto - Financial Advisor, Ameriprise Financial Services, LLC
Gavin K Sumimoto - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 55 Merchant Street, Honolulu, Hawaii, United States. The institution offers complimentary initial consultations for individuals looking to secure a more confident financial future. Services include an overview of financial planning concepts and discussions on stock market trends. Investment products and advisory services are available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities are offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Gavin K Sumimoto is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. The institution emphasizes privacy and security, and offers resources on website rules and regulations, as well as protection against email fraud. Clients can refer friends and family members for financial assistance, with the assurance that their referrals will be contacted promptly. Please note that Ameriprise Financial cannot guarantee future financial results.
Shirley Ikehara & Associates - Ameriprise Financial Services, LLC
Shirley Ikehara & Associates - Ameriprise Financial Services, LLC is a finance institution located at 1585 Kapiolani Boulevard, Honolulu, Hawaii, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. The financial advisors at Ameriprise are individually registered to do business only in certain U.S. states, so please refer to their personal website or FINRA's BrokerCheck website for more details. The institution offers an overview of financial planning concepts during the initial consultation, but does not provide written analysis or recommendations. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC, and users of the site are bound by the terms of the Ameriprise Financial Website Rules and Regulations. Feel free to refer friends or family members to help them achieve their financial goals, as they will be contacted soon by Ameriprise Financial Services, LLC.
American Family Lending
American Family Lending is a finance institution located at 1888 Kalākaua Avenue in Honolulu, Hawaii. We are Hawaii's best kept secret, offering loans with a flat fee of $795. Our team of experienced mortgage brokers specialize in Hawaii only, providing personalized service to our clients. We offer competitive lender rates and flexible compensation plans for our branches. Our office is open 8am to 8pm, 7 days a week, and we provide broker support to assist you every step of the way. Whether you prefer to interview, choose, or bring your own processor, we are here to help. Contact us at (808)566-8101 or visit us at our office in Suite C312 to learn more about our services. NMLS # 324325, HI License # HI324325.
Bank of Hawaii ATM
The Bank of Hawaii ATM is located at 1450 Ala Moana Boulevard in Honolulu, Hawaii, United States. This institution offers self-service account access 24/7, with representatives available from 7 a.m. to 7 p.m. HST 7 days a week. You can enroll in Mobile and Online Banking for added convenience. By opening a new Bankohana II or III checking account and making Qualifying Direct Deposits, you can earn a $400 bonus and other perks. Additionally, you can earn more on your savings with the exclusive Bankohana Savings Special. The institution also offers a complimentary subscription to Greenlight, the financial app for families. Bank of Hawaii and Mana Up, a local accelerator program, are collaborating to support local makers and artisans. You can also receive financial planning assistance from Chris Otto, a leader in Bankoh Investment Services, Inc. The institution is dedicated to supporting your journey towards financial well-being. With a Hawaiian Airlines Bank of Hawaii World Elite Mastercard, you can earn rewards after meeting spending requirements. The Bank of Hawaii ATM provides various services such as checking balances, paying bills, depositing checks, and sending money with Zelle. Visit one of the conveniently located branch locations in Hawaii, Guam, Saipan, and Palau to discuss your financial goals with the friendly staff. Bank of Hawaii is ranked #1 in total dollars and numbers of loans made in the State of Hawaii.
Bank of Hawaii
Bank of Hawaii, located at 111 South King Street in Honolulu, Hawaii, is a trusted financial institution offering a wide range of banking and finance services. With a dedicated team available from 7 a.m. to 7 p.m. HST, 7 days a week, customers can access account self-service 24/7. By enrolling in Mobile and Online Banking, customers can easily manage their finances anytime, anywhere. Customers can earn a $400 bonus and other perks by opening a new Bankohana II or III checking account and making Qualifying Direct Deposits. Additionally, the exclusive Bankohana Savings Special offers a high savings rate without locking it in. Customers can also enjoy a complimentary subscription to Greenlight, the financial app for families.
Ryan Miyashita - State Farm Insurance Agent
Ryan Miyashita - State Farm Insurance Agent is a reputable insurance agency located on the 17th Floor of the Pauahi Tower at Bishop Square in Honolulu, Hawaii. With close to ten years of experience, Ryan Miyashita is dedicated to serving the Honolulu community and the entire State of Hawaii with their insurance and financial service needs. From auto insurance to home insurance, small business insurance, life insurance, renters insurance, and more, Ryan and his team are committed to providing quality service and support to their customers. Ryan Miyashita has over 20 years of experience in the insurance industry, with a background in claims before opening his own office in 2011. His team of professionals is dedicated to working closely with customers to create personalized insurance plans that can help them succeed. Recognized with several awards from State Farm, including the Chairman's Circle and President's Club, Ryan Miyashita - State Farm Insurance Agent is known for delivering top-quality service and performance.
Insurance Benefits Services
Insurance Benefits Services is a reputable health insurance agency located at 1585 Kapiolani Boulevard in Honolulu, Hawaii. We specialize in providing top-notch insurance benefits to individuals and families, ensuring they have access to quality healthcare services when they need it most. Our experienced team is dedicated to helping clients navigate the complex world of insurance, offering personalized assistance and tailored solutions to meet their specific needs. Whether you are looking for coverage for yourself, your family, or your employees, Insurance Benefits Services is here to help you find the right plan at the right price. Trust us to be your partner in protecting your health and financial well-being.
Humana
Humana is a reputable health insurance agency located at 733 Bishop Street in Honolulu, Hawaii. With a strong presence in the United States, Humana offers a wide range of health insurance products and services to meet the diverse needs of individuals and families. Their commitment to providing quality healthcare coverage and excellent customer service has earned them a trusted reputation in the industry. Whether you are looking for individual or group health insurance plans, Humana is dedicated to helping you find the right coverage to protect your health and well-being. Visit their office in Honolulu to learn more about their insurance options and how they can help you stay healthy and financially secure.
Aflac Insurance - Tyler Pang
Aflac Insurance - Tyler Pang is a health insurance agency located at 770 Kapiolani Boulevard in Honolulu, Hawaii. With a focus on providing quality insurance coverage for individuals and families, Aflac Insurance - Tyler Pang offers a range of policies to meet the diverse needs of their clients. Whether you are looking for coverage for medical expenses, disability, or other health-related needs, the experienced team at Aflac Insurance - Tyler Pang is dedicated to helping you find the right insurance plan. Contact them today to learn more about their services and how they can assist you in protecting your health and financial well-being.
Ryan Goo - Aflac Insurance Agent
Ryan Goo - Aflac Insurance Agent is an insurance agency located at 1132 Bishop Street, Honolulu, Hawaii, United States. We offer a wide range of insurance policies to help you feel confident about your coverage and add an extra layer of protection for life's speed bumps. Accidents happen, and Aflac pays cash for covered accidents to help you. In the event of a positive diagnosis or serious health event, Aflac provides cash benefits to ease financial worries. Our insurance plans also help with deductibles, co-pays, and other out-of-pocket expenses for hospital stays. Aflac Dental coverage offers a variety of services with no networks, deductibles, or precertification requirements. Our eye care coverage pays benefits for vision exams, surgeries, and diseases/disorders. We provide cash benefits to help with out-of-pocket expenses that major medical insurance may not cover.
Woodmen of the World Insurance
Woodmen of the World Insurance is a trusted insurance agency located at 918 Smith Street in Honolulu, Hawaii. With a strong presence in the United States, this institution offers a variety of insurance products and services to meet the needs of individuals and families. Whether you are looking for life insurance, retirement planning, or investment options, Woodmen of the World Insurance has you covered. Their knowledgeable agents are dedicated to providing personalized guidance and support to help you make informed decisions about your financial future. Visit their office today to learn more about how they can help protect you and your loved ones.
Get2insurance.com
Get2Insurance is an insurance agency located at 1003 Bishop Street in Honolulu, Hawaii. We specialize in helping individuals and families find the right insurance policies for their needs, including Medicare Supplement Plans, Life Insurance, and Annuities. Our experienced specialists will guide you through the process and explain all of your options in detail. For those turning 65 or already on Medicare, we are here to help you navigate through the various choices and policies available. We want you to enjoy retirement without the stress of figuring out insurance on your own.
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