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We center our practice on you, with ohana (family) at the heart of our process. Our team focuses on helping you preserve your wealth so you can maintain your lifestyle now and in retirement, with a multigenerational planning process designed to benefit families. We honor your unique profile and will diligently work with you to create a financial plan that is tailored to your familys goals. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
What you can expect when you work with usAt Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings “ both the expected and the unexpected.When you work with us, you receive:1:1 financial advice based on your goals and needs.Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.Regular meetings to review your goals, progress and investments.Anytime access to your investments and digital tools to help you stay on track. Feel confident about your financial future. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Hilo / Hawaii / United States
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First Hawaiian Bank was founded in 1858 and is Hawaiis largest bank. First Hawaiian is a full-service financial institution offering consumer and business banking services, online banking, deposits, loans, credit cards, mortgages, wealth management, trust, investment and insurance products. The bank has 62 branches in Hawaii, Guam and Saipan.
We center our practice on you, with ohana (family) at the heart of our process. Our team focuses on helping you preserve your wealth so you can maintain your lifestyle now and in retirement, with a multigenerational planning process designed to benefit families. We honor your unique profile and will diligently work with you to create a financial plan that is tailored to your familys goals. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Kailua Kona / Hawaii / United States
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First Hawaiian Bank was founded in 1858 and is Hawaiis largest bank. First Hawaiian is a full-service financial institution offering consumer and business banking services, online banking, deposits, loans, credit cards, mortgages, wealth management, trust, investment and insurance products. The bank has 62 branches in Hawaii, Guam and Saipan.
Honolulu / Hawaii / United States
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Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Pearl City / Hawaii / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Honolulu / Hawaii / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
My practice is dedicated to serving you and your ohana (family) now and in the future. We love working with our clients and it shows. From the aloha (warm greeting and heartfelt smile) you receive at our door, to each guided step that we take together through your financial plan. We approach wealth management and protection strategies with pono (integrity). We apply our knowledge and experience; integrating the advice of your other dedicated professionals, where appropriate. We communicate openly and believe our skill at expressing complex messages in accessible terms is appreciated by even the most experienced investors we serve. Through our ongoing planning relationship we strive to help you feel more confident to spend more time doing what you love with the people that you care about. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Kailua Kona / Hawaii / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Kailua Kona / Hawaii / United States
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With market conditions that can change in an instant, I am an experienced Kailua Kona mortgage loan officer ready to be your guide. I’m committed to helping you explore the many financial options available to you. Take a look at my website to see the loan programs that my company, Movement Mortgage has available. As always, feel free to reach out to me anytime by phone, (808) 345-3652, I’m looking forward to working with you.
Honolulu / Hawaii / United States
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Whether its saving to buy a home, traveling or simply feeling confident that youll be able to live the retirement youve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement approach, I work one-on-one with my clients, and really get to know them. This way, I understand their risk tolerance, personal preferences and can help them balance important retirement income needs against the needs of today. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Kailua / Hawaii / United States
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First Hawaiian Bank was founded in 1858 and is Hawaiis largest bank. First Hawaiian is a full-service financial institution offering consumer and business banking services, online banking, deposits, loans, credit cards, mortgages, wealth management, trust, investment and insurance products. The bank has 62 branches in Hawaii, Guam and Saipan.
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why we care and take the time to understand whats truly important to you. We can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to us. Over time, well work together to help you achieve what matters most. Let us help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Kealakekua / Hawaii / United States
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First Hawaiian Bank was founded in 1858 and is Hawaiis largest bank. First Hawaiian is a full-service financial institution offering consumer and business banking services, online banking, deposits, loans, credit cards, mortgages, wealth management, trust, investment and insurance products. The bank has 62 branches in Hawaii, Guam and Saipan.
You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Honolulu / Hawaii / United States
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With market conditions that can change in an instant, I am an experienced Honolulu mortgage loan officer ready to be your guide. I’m committed to helping you explore the many financial options available to you. Take a look at my website to see the loan programs that my company, Movement Mortgage has available. As always, feel free to reach out to me anytime by phone, (808) 330-2247, I’m looking forward to working with you.
Honolulu / Hawaii / United States
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CMG leads the mortgage industry in building awareness of the many advantages homeownership while innovating mortgage products that answer the needs of todays home buyer. Peter Castillejos, based out of Honolulu, HI provides a variety of mortgage solutions tailored to fit the needs of repeat home buyer, first time home buyers, investors, or those who just need to refinance a mortgage. Peter can teach you about the variety of loan products CMG provides including conventional loans, FHA home loans, VA home loans, Jumbo loans, home improvement loans, USDA home loans, crowdfunding through HomeFundIt, as well as grant and down payment assistance options. Check out their website to meet the team, view the mortgage blog, mortgage calculator, customer testimonials, or start your mortgage prequalification and see what current mortgage rates you qualify for. Get in touch today and experience extraordinary. Founded in 1993, CMG currently operates in all states and the District of Columbia and holds federal agency lending approvals with HUD, VA, RHS, GNMA, FNMA, and FHLMC. CMG thrives on providing a personal customer service experience while functioning with the operational efficiency of a national firm. CMG proudly partners with some of the top real estate agencies, financial planning and investment firms, and builders across the nation to ensure their clients home purchases close on-time, every time.
Honolulu / Hawaii / United States
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Navy Federal Credit Union proudly serves all Army, Marine Corps, Navy, Air Force and Coast Guard, active duty, retired, reserve, National Guard, Military Civilians and their families. We offer amazing loan and savings rates with incomparable service at over 220 worldwide branches -- many on or near military installations. Federally insured.