Holistic financial services in Honolulu, HI
23 results found
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Kristi Chun Financial Adviser
● ClosedKristi Chun Financial Adviser is a finance institution located at 841 Bishop Street in Honolulu, Hawaii, United States. As a dedicated partner of New York Life, Kristi Chun and her team at HIPac Financial provide innovative and cutting-edge financial products and services to a diverse range of clients in Hawaii. With a deep understanding of the unique challenges faced by residents of Hawaii, Kristi and her team offer a holistic approach to financial planning, tailored to the individual needs and goals of each client. Kristi Chun, one of fewer than 300 CFP® professionals in Hawaii, brings a wealth of experience and expertise to her clients. With licenses in life insurance, health insurance, and various financial certifications, Kristi is equipped to provide comprehensive financial planning services, including retirement planning, estate planning, investments, and more.
841 Bishop St #1900, Honolulu, HI 96813, United States -
Anton Financial
● OpenAnton Financial is a reputable finance institution located at 1221 Kapiolani Boulevard in Honolulu, Hawaii, United States. We offer a wide range of financial services including investment management, retirement planning, wealth preservation, and estate planning. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. With a commitment to excellence and personalized service, Anton Financial is the trusted partner for individuals and businesses seeking sound financial advice and expertise. Contact us today to schedule a consultation and take the first step towards financial success.
1221 Kapiolani Blvd #1030, Honolulu, HI 96814, United States -
Jennings Financial Planning
● OpenJennings Financial Planning is a reputable finance institution located at 615 Piikoi Street in Honolulu, Hawaii, United States. With a team of experienced financial advisors, they offer personalized financial planning services to help individuals and businesses achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for your children's education, Jennings Financial Planning is dedicated to providing expert guidance and support every step of the way. Visit their office today to start building a secure financial future.
615 Piikoi St Suite 1507, Honolulu, HI 96814, United States -
Ward Financial
● ClosedWard Financial is a trusted finance institution located at 2800 Woodlawn Drive in Honolulu, Hawaii. Led by President & CEO Daniel Ward, our team of experienced wealth managers work closely with individual investors and business owners to create personalized financial strategies. We offer services such as wealth management, financial planning, investment analysis, retirement solutions, estate planning, and more. With a focus on building long-term relationships based on trust and integrity, Ward Financial is committed to putting our clients' interests first in everything we do. Visit us in the heart of Manoa, Honolulu, and let us help you achieve your financial goals.
2800 Woodlawn Dr #287, Honolulu, HI 96822, United States -
Thomas S Mark - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedThomas S Mark - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 711 Kapiolani Boulevard, Honolulu, Hawaii, United States. The institution offers a range of services and certifications to ensure that clients receive expert financial advice and planning. Some of the certifications offered include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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®. These certifications cover a wide range of financial planning areas, ensuring that clients receive comprehensive and specialized advice for their individual needs. Thomas S Mark - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to providing high-quality financial services to help clients achieve their financial goals.
711 Kapiolani Blvd # 1440, Honolulu, HI 96813, United States -
Edward Jones - Financial Advisor: Carl T Takata, CFP®
● OpenEdward Jones - Financial Advisor: Carl T Takata, CFP® is a reputable financial institution located at 550 Paiea Street in Honolulu, Hawaii. As a Certified Financial Planner®, Carl T Takata provides expert financial advice and services to help individuals and families achieve their financial goals. With a focus on personalized and holistic financial planning, clients can trust in the expertise and experience of Edward Jones to guide them towards a secure financial future. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Carl T Takata and his team are dedicated to providing top-notch financial solutions tailored to your specific needs. Visit Edward Jones - Financial Advisor: Carl T Takata, CFP® today to start planning for a brighter financial tomorrow.
550 Paiea St Suite 124, Honolulu, HI 96819, United States -
Gail M Hamada - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedGail M Hamada - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 745 Fort Street, Honolulu, Hawaii, United States. The institution offers a range of certifications and designations such as 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®. These certifications cover various aspects of financial planning, asset management, estate planning, retirement planning, and more. The institution is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those with specialized financial needs, such as military personnel and families with children with special needs. With a focus on ethical practices and comprehensive knowledge, Gail M Hamada - Private Wealth Advisor, Ameriprise Financial Services, LLC aims to help clients achieve their financial goals and secure their financial future.
745 Fort St STE 1400, Honolulu, HI 96813, United States -
Lincoln Financial Advisors
● ClosedLincoln Financial Advisors is a reputable finance and insurance agency located at 1164 Bishop Street in Honolulu, Hawaii. With a focus on providing comprehensive financial planning and insurance solutions, our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to invest, plan for retirement, or protect your assets, Lincoln Financial Advisors offers personalized services tailored to meet your individual needs. Trust us to guide you towards a brighter financial future.
1164 Bishop St STE 1511, Honolulu, HI 96813, United States -
Pacific Wealth Planning Group - Ameriprise Financial Services, LLC
● ClosedPacific Wealth Planning Group - Ameriprise Financial Services, LLC is a finance institution located at 700 Bishop Street, Honolulu, Hawaii, United States. Our team focuses on what is most important to you, whether it be retirement planning, education savings, or a major purchase like a second home. We offer personalized investment and portfolio recommendations based on your goals and risk tolerance. Regular meetings are held to review your progress, adjust strategies as needed, and help you stay on track towards your goals. With secure online access, you can easily monitor your investments and accounts from any device. Our financial advisors are registered to do business in specific U.S. states and adhere to strict regulations. Schedule a complimentary consultation to learn more about how we can assist you in achieving your financial objectives. Please note that Ameriprise Financial cannot guarantee future financial results. We value referrals and look forward to helping your friends and family members reach their financial goals as well. Contact us today to discuss what matters most to you.
700 Bishop St Ste 1703, Honolulu, HI 96813, United States -
Andrew Chung, Financial Advisor - Eagle Strategies
● OpenAndrew Chung, Financial Advisor at Eagle Strategies, is a trusted financial institution located at 841 Bishop Street in Honolulu, Hawaii. With a focus on providing personalized financial solutions tailored to meet the unique needs of each client, Andrew Chung offers expert advice and guidance to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Andrew Chung is dedicated to helping you navigate the complex world of finance with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards a secure financial future.
841 Bishop St #1900, Honolulu, HI 96813, United States -
Tania Fukuda-Freuler, Financial Advisor - Eagle Strategies
● OpenTania Fukuda-Freuler, Financial Advisor - Eagle Strategies, located at 841 Bishop Street in Honolulu, Hawaii, is dedicated to helping clients navigate life's financial changes with confidence. Tania takes a holistic approach to financial planning, offering solutions that align with each individual's priorities and goals. Whether you're just starting to explore your options or ready to take the next step, Tania is there to assist you every step of the way. As a licensed insurance agent with New York Life Insurance Company and other independent insurance companies, Tania can provide a range of insurance products tailored to your needs. Additionally, as a Registered Representative with NYLIFE Securities LLC and a Financial Adviser with Eagle Strategies LLC, Tania offers investment advisory services in various states. Please note that neither New York Life Insurance Company nor its affiliates provide tax, legal, or accounting advice, so it's recommended to consult with a professional in those areas before making any decisions. Visit Tania Fukuda-Freuler's website to watch informative videos and use helpful calculators to further enhance your financial knowledge.
841 Bishop St #1900, Honolulu, HI 96813, United States -
StarTower Advisors - Ameriprise Financial Services, LLC
● OpenStarTower 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.
1585 Kapiolani Blvd STE 1650, Honolulu, HI 96814, United States -
Edward Jones - Financial Advisor: Greg T Nakajo, CRPC™
● ClosedEdward 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.
850 W Hind Dr Ste 112A, Honolulu, HI 96821, United States -
Ashley Caneso - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAshley 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.
1585 Kapiolani Blvd Ste 1100, Honolulu, HI 96814, United States -
Cassidy E Tepper - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedCassidy E Tepper is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 900 Fort Street Mall in Honolulu, Hawaii, United States. Cassidy holds multiple 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®. These certifications demonstrate Cassidy's expertise in various aspects of financial planning and wealth management, including asset management, retirement planning, estate planning, investment management, and more. With a commitment to ethical practices and ongoing education, Cassidy provides comprehensive and personalized financial advice to individuals and businesses, helping them achieve their financial goals.
900 Fort Street Mall #1710, Honolulu, HI 96813, United States -
CS Accounting & Tax Services Inc.
● ClosedCS Accounting & Tax Services Inc. is a reputable accounting and finance institution located at 1188 Bishop Street in Honolulu, Hawaii. With years of experience in the industry, our team of professionals is dedicated to providing top-notch accounting and tax services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, payroll services, or financial planning, our experts are here to assist you every step of the way. Trust CS Accounting & Tax Services Inc. to handle all of your financial needs with precision and expertise.
1188 Bishop St STE 2105, Honolulu, HI 96813, United States -
Cove Professional Services
● ClosedCove Professional Services is a trusted accounting and finance institution located at 500 Ala Moana Boulevard in Honolulu, Hawaii. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the United States. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Cove Professional Services is here to help. Trust us to handle all of your accounting and finance needs with precision and expertise.
500 Ala Moana Blvd Suite 7400, Honolulu, HI 96813, United States -
ADVIS LLLC
● ClosedADVIS LLLC is a premier financial advisory firm located at 1200 Ala Moana Boulevard in Honolulu, Hawaii. With a team of experienced professionals, we provide expert guidance and personalized solutions to help our clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, our dedicated team is here to assist you every step of the way. Trust ADVIS LLLC to provide you with the knowledge and expertise needed to navigate the complexities of the financial world.
1200 Ala Moana Blvd 380, 2nd Floor, Honolulu, HI 96814, United States -
Hawaii Partners 3D Wealth Advisors
● ClosedHawaii Partners 3D Wealth Advisors is a leading accounting and finance institution located at 201 Merchant Street in Honolulu, Hawaii. Our team of experienced professionals is dedicated to providing comprehensive wealth management services tailored to meet the unique needs and goals of our clients. With a focus on innovation, integrity, and personalized service, we strive to help individuals and businesses achieve financial success and security. Contact us today to learn more about how Hawaii Partners 3D Wealth Advisors can help you reach your financial goals.
201 Merchant St # 909, Honolulu, HI 96813, United States -
Vision Wealth Strategies, LLC
● ClosedVision Wealth Strategies, LLC is a renowned accounting and finance institution located at 1188 Bishop Street in Honolulu, Hawaii, United States. Our team of experienced professionals is dedicated to providing personalized financial strategies and solutions to help our clients achieve their financial goals. Whether you are looking for retirement planning, investment management, tax planning, or estate planning, we are here to guide you every step of the way. Trust Vision Wealth Strategies, LLC to help you secure your financial future.
1188 Bishop St STE 2105, Honolulu, HI 96813, United States -
Spectrum Wealth Management, Llc
● ClosedSpectrum Wealth Management, LLC is a finance institution located at 3468 Waialae Avenue in Honolulu, Hawaii, United States. Our team of experienced financial advisors offers personalized wealth management services to help clients achieve their financial goals. With a focus on comprehensive financial planning, investment management, and retirement planning, we strive to provide our clients with the guidance and support they need to secure their financial future. Contact us today to schedule a consultation and see how Spectrum Wealth Management can help you reach your financial goals.
3468 Waialae Ave, Honolulu, HI 96816, United States -
Smart Tax & Business Solutions, Inc.
● ClosedSmart Tax & Business Solutions, Inc. is a leading accounting and finance institution located at 500 Ala Moana Boulevard in Honolulu, Hawaii. With a team of experienced professionals, they provide a wide range of services including tax preparation, bookkeeping, financial planning, and business consulting. Whether you are an individual seeking personal tax assistance or a business looking to optimize your financial strategies, Smart Tax & Business Solutions, Inc. offers tailored solutions to meet your specific needs. Their commitment to excellence and dedication to client satisfaction make them a trusted partner for all your accounting and finance needs.
500 Ala Moana Blvd Building 7, Suite 400, Honolulu, HI 96813, United States -
Journey Wealth Management LLC
● OpenJourney Wealth Management LLC is a financial institution located at 94-229 Waipahu Depot Street in Honolulu, Hawaii. Our team of experienced professionals is dedicated to helping clients navigate their financial journey towards wealth and success. We offer a range of services including investment management, retirement planning, estate planning, and more. At Journey Wealth Management LLC, we prioritize personalized service and customized financial solutions to help our clients achieve their financial goals. Contact us today to start your journey towards financial prosperity.
94-229 Waipahu Depot St #502, Honolulu, HI 96801, United States
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