Tailored investment strategies in Hawaii
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*insights Financial & Tax Strategies
● ClosedInsights Financial & Tax Strategies is a reputable finance and insurance agency located at 68-1875 Pua Melia Street in Waikoloa Village, Hawaii, United States. Our team of experienced professionals is dedicated to providing expert financial and tax advice to help individuals and businesses achieve their financial goals. Whether you need assistance with retirement planning, investments, tax preparation, or insurance coverage, we are here to help. Trust Insights Financial & Tax Strategies to provide you with personalized solutions tailored to your unique financial needs.
68-1875 Pua Melia St #383579, Waikoloa Village, HI 96738, United States -
Asian Pacific Investments LLC
● ClosedAsian Pacific Investments LLC is a premier real estate agency located at 94-530 Ukeʻe Street in Waipahu, Hawaii. At API, we prioritize understanding our clients' commercial real estate needs and goals. Our team listens to our clients, encourages thoughtful consideration of their requirements, and develops detailed strategies to align with their short and long-term objectives. With a focus on original ideas, sound judgment, and precise execution, we go above and beyond to address our clients' needs effectively. Our approach at API sets us apart from larger organizations, as we offer flexibility, personalized service, and tailored solutions for each client. We prioritize long-term relationships over individual transactions, acting as advisors rather than brokers. Our multilingual staff caters to clients worldwide, offering a range of services and specialized knowledge to meet diverse needs.
94-530 Ukeʻe Street A, Waipahu, HI 96797, 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 -
Comprehensive Financial Strategies LLC
● OpenComprehensive Financial Strategies LLC is a finance institution located at 615 Piikoi Street in Honolulu, Hawaii, United States. We specialize in providing a wide range of comprehensive financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to creating personalized strategies tailored to each client's unique needs. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we are here to help you navigate the complex world of finance with confidence and peace of mind. Contact us today to schedule a consultation and start building a solid financial foundation for your future.
615 Piikoi St #1509, Honolulu, HI 96814, 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 -
Mosaic Pacific Investment Advisors, LLC.
● ClosedMosaic Pacific Investment Advisors, LLC. is a finance institution located at 615 Piikoi Street in Honolulu, Hawaii, United States. Our team of experienced advisors offers personalized investment strategies tailored to meet the unique financial goals of each client. With a focus on building long-term relationships, we provide expert guidance and support to help individuals and businesses navigate the complexities of the financial market. Trust Mosaic Pacific Investment Advisors, LLC. to help you secure your financial future.
615 Piikoi St Suite 812, Honolulu, HI 96814, 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 -
YeeCorp Financial & Insurance Services
● ClosedYeeCorp Financial & Insurance Services is a leading finance and insurance agency located at 3156 Elua Street in Lihue, Hawaii, United States. We specialize in providing a wide range of financial services, including investment planning, retirement savings, and wealth management. Our experienced team of professionals is dedicated to helping clients achieve their financial goals and secure their future. Additionally, we offer a variety of insurance products to protect our clients and their assets. Visit us today to learn more about how YeeCorp Financial & Insurance Services can help you plan for a secure financial future.
3156 Elua St, Lihue, HI 96766, United States -
Marivic Gallardo, Bankers Life Agent
● ClosedMarivic Gallardo, Bankers Life Agent is an insurance agency located at 94-1024 Waipio Uka Street in Waipahu, Hawaii, United States. As a dedicated Bankers Life agent, Marivic Gallardo provides personalized insurance solutions to help individuals and families protect their financial future. With a focus on customer service and expertise in insurance products, Marivic Gallardo is committed to helping clients find the right coverage for their needs. Contact Marivic Gallardo, Bankers Life Agent today to discuss your insurance options and secure your peace of mind.
94-1024 Waipio Uka St Ste 207, Waipahu, HI 96797, United States -
Primrose Salvador, Bankers Life Agent
● ClosedPrimrose Salvador, Bankers Life Agent is an insurance agency located at 94-1024 Waipio Uka Street in Waipahu, Hawaii, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Primrose Salvador specializes in Medicare Advantage plans, providing an all-in-one alternative to Original Medicare Parts A and B. With the rising cost of healthcare and the need for long-term care becoming more prevalent, it is important to be prepared and have discussions with your loved ones. Contact Primrose Salvador, Bankers Life Agent in Waipahu, HI to start planning for your future today.
94-1024 Waipio Uka St # 207, Waipahu, HI 96797, United States -
Leonard Villanueva, Bankers Life Agent
● ClosedLeonard Villanueva, Bankers Life Agent in Waipahu, Hawaii offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage, their experienced agents can help you navigate the complexities of healthcare coverage. With a focus on long-term care planning, Leonard Villanueva is dedicated to helping you and your loved ones prepare for the future. Located at 94-1024 Waipio Uka Street, Waipahu, HI, Leonard Villanueva is your trusted insurance sales representative in the area. Contact them today to start planning your next steps towards a secure future.
94-1024 Waipio Uka St # 207, Waipahu, HI 96797, United States -
Karen Kaoihana, Bankers Life Agent
● ClosedKaren Kaoihana, Bankers Life Agent is an insurance agency located at 94-1024 Waipio Uka Street in Waipahu, Hawaii, United States. Our experienced agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Karen Kaoihana specializes in helping clients navigate the complexities of Medicare, including Medicare Advantage (Part C) as an all-in-one alternative to Original Medicare Parts A and B. With the rising cost of healthcare and the need for long-term care planning becoming more important, our team is here to help you prepare for the future and have important discussions with your loved ones. Contact Karen Kaoihana, Bankers Life Agent today to start planning your next steps towards financial security and peace of mind.
94-1024 Waipio Uka St # 207, Waipahu, HI 96797, United States -
Steven Watanabe, Bankers Life Agent
● ClosedSteven Watanabe, Bankers Life Agent in Waipahu, Hawaii, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Medicare specialist, Steven can help you navigate the complexities of Medicare Advantage (Part C) as an alternative to Original Medicare Parts A and B. With the rising costs of healthcare and the increasing need for long-term care, it is crucial to be prepared and have discussions with your loved ones. Visit Steven Watanabe, Bankers Life Agent to start planning for your future today.
94-1024 Waipio Uka St # 207, Waipahu, HI 96797, United States -
E.A. Buck Financial Services
● ClosedE.A. Buck Financial Services is a finance and insurance agency located at 55 Merchant Street in Honolulu, Hawaii. Our team of trusted advisors is dedicated to helping you grow and preserve your assets with a clear, detailed financial plan tailored to your needs and goals. We prioritize getting to know you and your family to create a custom strategy that will help you pursue your lifelong objectives. Our clients have praised our outstanding customer service and personalized approach to financial planning. Whether you are planning for retirement, managing taxes, or seeking wealth management strategies, we are here to help. Securities are offered through Madison Avenue Securities, LLC, and investment advisory services are provided by Buck Wealth Strategies, a Registered Investment Adviser. Contact us today to schedule a meeting and start building a secure financial future.
55 Merchant St STE 2100, Honolulu, HI 96813, United States -
E.A. Buck Financial Services
● ClosedE.A. Buck Financial Services, located at 33 Lono Avenue in Kahului, Hawaii, is a trusted finance institution dedicated to helping individuals grow and preserve their wealth. Our team of advisors takes the time to understand your needs and goals, creating a detailed financial plan tailored to help you achieve lifelong success. We pride ourselves on providing exceptional customer service and personalized attention to each client. Our services include investment advisory, securities, and insurance planning to ensure your financial strategy aligns with your objectives. With a focus on retirement planning, tax management, and wealth preservation, we are committed to guiding you towards a secure financial future. Join us for workshops or webinars to learn more about our retirement income strategies and wealth management solutions. Securities offered through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC, and investment advisory services through Buck Wealth Strategies, an SEC registered Investment Adviser. Contact us today to schedule a meeting and take the first step towards a successful financial plan with E.A. Buck Financial Services.
33 Lono Ave #310, Kahului, HI 96732, United States -
Moore & Moore Properties
● ClosedMoore & Moore Properties is a reputable real estate agency located in Kaneohe, Hawaii. With a prime location at 46-063 Emepela Place, this agency is dedicated to helping clients buy, sell, and rent properties in the beautiful state of Hawaii. With a team of experienced and knowledgeable real estate agents, Moore & Moore Properties provides top-notch service and guidance to ensure a smooth and successful real estate transaction. Whether you are looking for your dream home, an investment property, or a vacation rental, Moore & Moore Properties is the go-to agency for all your real estate needs in Hawaii.
46-063 Emepela Pl W100, Kaneohe, HI 96744, United States -
Malama Wealth - Chris Rine, Financial Advisor
● OpenMalama Wealth is a financial institution located in Lihue, Hawaii, United States. Led by experienced financial advisor Chris Rine, Malama Wealth is dedicated to helping clients achieve their financial goals and secure their financial future. Specializing in wealth management, retirement planning, and investment strategies, Malama Wealth provides personalized and comprehensive financial solutions tailored to each client's unique needs. With a commitment to integrity, transparency, and client satisfaction, Malama Wealth is a trusted partner in helping individuals and families build and preserve their wealth. Visit us at 4371 Puaole Street to learn more about how Malama Wealth can help you achieve financial success.
4371 Puaole St, Lihue, HI 96766, United States -
E.A. Buck Financial Services
● ClosedE.A. Buck Financial Services is a finance institution located at 1001 Kamokila Boulevard in Kapolei, Hawaii, United States. Our team of trusted advisors is dedicated to helping you grow and preserve your wealth that you have worked hard to build. We take the time to understand your needs and goals, creating a detailed financial plan to help you achieve lifelong success. Our services include insurance, investment advisory, and securities, tailored specifically to fit your needs, goals, and tolerance level. We offer retirement planning, tax management strategies, and workshops to ensure you are prepared for the future. With a focus on personalized service and attention to detail, our clients have expressed satisfaction with our team's knowledge, communication, and expertise. Contact us today to schedule a meeting and start planning for a secure financial future.
1001 Kamokila Blvd Suite 136, Kapolei, HI 96707, 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 -
Ho'ea - Wealth Advisory Group - Ameriprise Financial Services, LLC
● OpenHo'ea - Wealth Advisory Group, located in Honolulu, Hawaii, is a top wealth management team recognized by Forbes for serving high net worth individuals. As a part of Ameriprise Financial Services, LLC, we offer personalized financial advice and investment strategies tailored to your individual goals and risk tolerance. Our team will work with you to create a comprehensive plan that evolves as your life changes, helping you track your progress towards achieving your financial objectives. With easy access to your accounts and investments from any device, we ensure a secure and transparent partnership. Schedule a complimentary initial consultation to learn more about how we can help you reach your financial goals. Our team of Ameriprise financial advisors are registered to do business in specific U.S. states, providing personalized advice to help you make informed decisions. Please refer to our website for additional details and important disclosures. We look forward to helping you and your loved ones achieve financial success.
555 South St # 106, Honolulu, HI 96813, United States -
Samuel I Acosta: Primerica - Financial Services
● OpenSamuel I Acosta: Primerica - Financial Services is a reputable finance and insurance agency located at 2153 North King Street in Honolulu, Hawaii, United States. With a strong focus on providing top-notch financial services to individuals and families, the institution is dedicated to helping clients achieve their financial goals and secure their future. Whether it's retirement planning, investment strategies, or insurance coverage, Samuel I Acosta and his team are committed to providing personalized solutions tailored to each client's unique needs. Their expertise and professionalism make them a trusted partner in navigating the complexities of the financial world.
2153 N King St STE 306, Honolulu, HI 96819, United States -
Yoshioka Wealth Management - UBS Financial Services Inc.
● OpenYoshioka Wealth Management - UBS Financial Services Inc. is a leading finance institution located at 733 Bishop Street in Honolulu, Hawaii, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized financial planning and investment strategies, we provide tailored solutions to meet the unique needs of each individual and family. Trust Yoshioka Wealth Management to guide you towards financial success and peace of mind.
733 Bishop St Suite 1600, Honolulu, HI 96813, United States -
Merrill Lynch Financial Advisor Dennis Fukushima
● ClosedMerrill Lynch Financial Advisor Dennis Fukushima is a finance institution located at 1003 Bishop Street, Honolulu, Hawaii, United States. With deep roots in the community and a commitment to giving back through volunteering, Dennis Fukushima offers personalized financial planning services through Merrill Personal Wealth Analysis™. By understanding your goals, priorities, and life changes, Dennis can create a tailored plan to help you pursue financial success while managing investment risk. With a focus on building a long-term relationship, Dennis works closely with clients to address their financial goals at every stage of life. Whether you're planning for retirement, buying a home, or funding education, Dennis can help you navigate the complexities of the market and adapt your approach as needed. As a registered advisor with experience in multiple states, Dennis Fukushima is dedicated to providing personalized investment strategies and comprehensive financial solutions to help you achieve your goals.
1003 Bishop St 28th Floor, Honolulu, HI 96813, United States -
Merrill Lynch Financial Advisor JOHN C. MILLER
● ClosedMerrill Lynch Financial Advisor JOHN C. MILLER is located at 1003 Bishop Street in Honolulu, Hawaii, United States. This finance institution offers insights, observations, and ideas to assist individuals in achieving their financial goals. With a focus on personalized wealth management strategies, John C. Miller can help create a flexible strategy tailored to each client's unique financial situation. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, clients can benefit from a comprehensive approach to managing their wealth. John C. Miller follows the Merrill tradition of community involvement, volunteering with organizations in the local area. Through Merrill Personal Wealth Analysis™, clients can build a personalized plan centered on their goals and aspirations. By starting with a conversation to understand each client's priorities, John C. Miller works to develop a financial approach that aligns with their values and objectives.
1003 Bishop St 28th Floor, Honolulu, HI 96813, United States -
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 -
Merrill Lynch Financial Advisor Barbara N Fukushima
● ClosedMerrill Lynch Financial Advisor Barbara N Fukushima, located at 1003 Bishop Street in Honolulu, Hawaii, offers personalized wealth management strategies tailored to your goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Barbara Fukushima can help you create a flexible financial strategy in today's changing market conditions. By participating in the community and volunteering with local organizations, Barbara Fukushima follows the deep-seated Merrill tradition of serving the community. Through the Merrill Personal Wealth Analysis™, Barbara Fukushima can build a personalized plan centered on your goals and aspirations. By understanding your investment personality and preferences, Barbara Fukushima can customize a financial approach to help you pursue what matters most to you. With a focus on ongoing communication and adjustments to your financial approach, Barbara Fukushima is dedicated to helping you achieve your financial goals and navigate life's changes. Contact Barbara Fukushima to start designing a personalized financial plan tailored to your unique needs and priorities.
1003 Bishop St 28th Floor, Honolulu, HI 96813, United States -
Merrill Lynch Financial Advisor Milton T Kawasaki
● ClosedMerrill Lynch Financial Advisor Milton T Kawasaki is a finance institution located at 1003 Bishop Street, Honolulu, Hawaii, United States. Specializing in working with selected families to identify and achieve their financial goals, while preserving and growing their assets. With over 35 years of experience at Merrill Lynch, Milton provides institutional investment management consulting to individual, corporate, and non-profit clients. He holds professional designations as a Certified Investment Management Analyst® (CIMA®) and Certified Investment Management Consultant® (CIMC®). Milton's personalized approach focuses on understanding each client's unique goals and priorities, adapting their financial plan as their life changes. By utilizing the Investment Personality Assessment, Milton tailors investment strategies to align with each client's preferences and values. With access to the resources of Merrill and Bank of America, he helps clients manage, grow, and preserve their wealth for the future.
1003 Bishop St 28th Floor, Honolulu, HI 96813, United States -
Segawa Consulting Group, LLC
● ClosedSegawa Consulting Group, LLC is a finance institution located at 1580 Makaloa Street in Honolulu, Hawaii, United States. With a team of experienced financial experts, they provide a wide range of consulting services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, financial planning, or tax strategies, Segawa Consulting Group, LLC is dedicated to providing personalized solutions tailored to your specific needs. Their commitment to excellence and client satisfaction sets them apart as a trusted partner in financial management.
1580 Makaloa St, Honolulu, HI 96814, United States -
Merrill Lynch Financial Advisor Karen A Igarashi
● ClosedMerrill 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.
1003 Bishop St 28th Floor, Honolulu, HI 96813, United States
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