Financial services advisor in Kihei, HI
13 results found
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L&F Tax & Bookkeeping Services
● ClosedL&F Tax & Bookkeeping Services is a reputable accounting and finance institution located at 362 Huku Lii Place in Kihei, Hawaii, United States. Our mission is to make a difference for our clients by offering personalized tax, accounting, and consulting services for a variety of business and individual clients. With our dedicated team of professionals, we strive to provide top-notch services to help our clients achieve their financial goals. Contact us at 1295 S. Kihei Road, Suite G in Kihei, HI 96753 or call us at (808) 419-7143 for more information. Fax us at (844) 449-1560.
362 Huku Lii Pl #200, Kihei, HI 96753, United States -
Doug's Tax Service
● ClosedDoug's Tax Service is a trusted accounting and finance institution located at 1993 South Kihei Road in Kihei, Hawaii. With years of experience and expertise in tax preparation and financial planning, our team is dedicated to providing top-notch services to individuals and businesses alike. Whether you need help with filing your taxes or managing your finances, Doug's Tax Service is here to assist you every step of the way. Visit us today to experience professional and reliable financial solutions.
1993 S Kihei Rd #14, Kihei, HI 96753, United States -
Corrinna Paxton - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenCorrinna Paxton is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1325 South Kihei Road in Kihei, Hawaii, United States. Corrinna 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate her expertise in asset management, investment strategies, retirement planning, estate planning, insurance products, and more. Corrinna is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Her commitment to ethical practices and continuing education ensures that she can effectively address the diverse needs of her clients.
1325 S Kihei Rd #202, Kihei, HI 96753, United States -
Edward Jones - Financial Advisor: Jennifer H Rappenecker, AAMS™
● ClosedEdward Jones - Financial Advisor: Jennifer H Rappenecker, AAMS™ is a trusted financial institution located at 380 Huku Lii Place in Kihei, Hawaii. With a focus on personalized service and expert financial advice, Jennifer H Rappenecker, AAMS™ helps clients navigate their financial goals with confidence. Whether you are planning for retirement, saving for education, or investing for the future, Jennifer and her team are dedicated to providing quality financial solutions tailored to your individual needs. Visit us today and start securing your financial future with Edward Jones - Financial Advisor: Jennifer H Rappenecker, AAMS™.
380 Huku Lii Pl Ste 103, Kihei, HI 96753, United States -
Edward Jones - Financial Advisor: George C Jansen, AAMS™
● ClosedEdward Jones - Financial Advisor: George C Jansen, AAMS™ is a trusted financial institution located in Kihei, Hawaii. With a focus on personalized service and tailored financial solutions, George C Jansen, AAMS™ helps clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, George C Jansen, AAMS™ provides expert advice and guidance to help you make informed decisions. Visit us at 1300 North Holopono Street to start your journey towards financial success.
1300 N Holopono St # 211, Kihei, HI 96753, United States -
Birdsall's Tax Services
● ClosedBirdsall's Tax Services is a reputable accounting and finance institution located at 300 Ohukai Road in Kihei, Hawaii, United States. With a team of experienced professionals, they provide expert tax services to individuals and businesses in the area. Whether you need help with tax preparation, planning, or filing, Birdsall's Tax Services is dedicated to providing top-notch service and personalized solutions to meet your financial needs. Trust in their expertise and let them help you navigate the complex world of taxes with ease.
300 Ohukai Rd Suite #304, Kihei, HI 96753, United States -
Tricia Morris, Nationally Certified Mediator, Advisor & CDFA. ON-LINE
● OpenTricia Morris is a nationally certified mediator, advisor, and Certified Divorce Financial Analyst (CDFA) offering online services. Located at 590 Lipoa Parkway in Kihei, Hawaii, Tricia Morris provides expert guidance and support for individuals navigating mediation, financial planning, and divorce proceedings. With a commitment to professionalism and excellence, Tricia Morris is dedicated to helping clients achieve positive outcomes in their legal and financial matters.
590 Lipoa Pkwy #223, Kihei, HI 96753, United States -
10-Key Consulting, LLC
● Closed10-Key Consulting, LLC is a finance institution located at 590 Lipoa Parkway in Kihei, Hawaii, United States. With a team of experienced financial experts, we provide a wide range of consulting services to help individuals and businesses manage their finances effectively. Whether you need assistance with budgeting, financial planning, or investment strategies, our dedicated team is here to help. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.
590 Lipoa Pkwy ste 225, Kihei, HI 96753, United States -
The Rand Group
● ClosedThe Rand Group, located at 1300 North Holopono Street in Kihei, Hawaii, is a finance institution dedicated to helping individuals and families, small business owners, female investors, and corporate executives secure their financial future. Our team of trusted advisors offers personalized wealth management solutions, from financial planning to reaching your financial goals. We strive to provide informed, objective advice and build client relationships that go beyond portfolio management. Whether you are just starting your wealth management journey or looking to enhance your financial planning, we are here to help you understand your options and feel confident in your financial security. The Rand Group also provides market news, insights, and valuable resources on our blog, as well as hosts industry leaders for discussions on timely topics on the Invested podcast. With a growing team of financial advisors and client service professionals in California and Hawaii, we offer wealth management solutions nationwide. Living the life you want is easier with The Rand Group. Contact us for a complimentary chat with a financial advisor to discuss your financial goals and how we can help you achieve them.
1300 N Holopono St Suite 216, Kihei, HI 96753, United States -
MJL Consulting
● ClosedMJL Consulting is a leading finance institution located at 125 Manino Circle in Kihei, Hawaii. Our team of experienced professionals provides expert financial consulting services to individuals and businesses in the United States. With a focus on personalized solutions and strategic planning, we help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how MJL Consulting can help you reach your financial objectives.
125 Manino Cir Apt 205, Kihei, HI 96753, United States -
Richard Kehoe, MBA, CPA, SCORE Counselor
● OpenRichard Kehoe, MBA, CPA, SCORE Counselor is a renowned institution located at 2439 South Kihei Road in Kihei, Hawaii, United States. Specializing in accounting and finance, Richard Kehoe offers expert guidance and counseling services to individuals and businesses seeking to improve their financial management. With a strong background in business administration and accounting, Richard Kehoe is a trusted advisor for clients looking to achieve their financial goals. Whether you need help with tax planning, budgeting, or financial analysis, Richard Kehoe, MBA, CPA, SCORE Counselor is here to provide the expertise and support you need.
2439 S Kihei Rd, Kihei, HI 96753, United States -
Carbonaro DeMichele CPA
● ClosedCarbonaro DeMichele CPA is a reputable accounting and finance institution located at 310 Ohukai Road in Kihei, Hawaii. With a team of experienced and knowledgeable certified public accountants, we offer a wide range of services to individuals and businesses in the United States. Our dedicated professionals provide expert financial advice, tax planning, audit services, and more to help our clients achieve their financial goals. Whether you need assistance with tax preparation or financial consulting, Carbonaro DeMichele CPA is here to provide top-notch service and support.
310 Ohukai Rd, Kihei, HI 96753, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 380 Huku Lii Place in Kihei, Hawaii, United States. With a reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted partner for individuals and businesses looking to manage their finances effectively. Their team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and maximize their financial potential. Whether you need assistance with tax planning, bookkeeping, or investment strategies, H&R Block is committed to providing top-notch service and support.
380 Huku Lii Pl Space 106, Kihei, HI 96753, United States
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