Best Financial Advisors in Kula, HI

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List of Firms

Kula, HI Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Jennifer H Rappenecker, AAMS™
SEC File# 801-3297
CRD# 250

4 out of 5

Location 380 Huku Lii Pl Ste 103, Kihei, HI 96753, USA
Phone (808) 874-6975
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Long Financial Services Inc
SEC File# 801-71977
CRD# 154481
Location 395 Dairy Rd C, Kahului, HI 96732, USA
Phone (808) 873-8773
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Bill Baldwin
SEC File# 801-3297
CRD# 250
Location 210 Imi Kala St Ste 205, Wailuku, HI 96793, USA
Phone (808) 244-8308
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: James W Dvorak
SEC File# 801-3297
CRD# 250

5 out of 5

Location 153 Maa St Suite 102, Kahului, HI 96732, USA
Phone (808) 727-2767
Kahula's Enterprises
Location 176 Maoli Pl, Paia, HI 96779, USA
Phone (808) 579-9000
Edward Jones - Financial Advisor: George C Jansen, AAMS™
SEC File# 801-3297
CRD# 250
Location 1300 N Holopono St Ste 211, Kihei, HI 96753, USA
Phone (808) 879-2099
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Investment Management Institute
Location Makawao, HI 96768, USA
Phone (808) 572-1040
Responsible Markets

4 out of 5

Location PO Box 1211, Makawao, HI 96768, USA
Phone (808) 573-1000
The Rice Partnership
SEC File# 801-64438
CRD# 135701
Location 444 Hana Hwy #203, Kahului, HI 96732, USA
Phone (808) 446-8299
Edward Jones - Financial Advisor: Shaun A Moore, CEPA®|CRPS®
SEC File# 801-3297
CRD# 250
Location 12 Kiopaa St Ste #103, Pukalani, HI 96768, USA
Phone (808) 573-7500
E.A. Buck Financial Services
SEC File# 801-107319
CRD# 282580

5 out of 5

Location 33 Lono Ave #310, Kahului, HI 96732, USA
Phone (808) 545-2211
Burdick Wealth Management LLC
Location 83 Holomakani Dr, Kula, HI 96790, USA
Phone (808) 214-6509
Paulson Investment Co Inc
Location PO Box 561, Puunene, HI 96784, USA
Phone (808) 205-7536
Alika Christian Garcia - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2200 Main St Ste 531, Wailuku, HI 96793, USA
Phone (808) 949-4480
Robert V Pellettieri - Morgan Stanley
Location 33 Lono Ave Suite 330, Kahului, HI 96732, USA
Phone (808) 871-2236
Edward Jones - Financial Advisor: Robert Y Chung, CFP®|CRPS®
SEC File# 801-3297
CRD# 250
Location 430 Kele St Suite 701, Kahului, HI 96732, USA
Phone (808) 871-2911
Pacstar Financial Group Maui
Location 127 Central Ave, Wailuku, HI 96793, USA
Phone (808) 242-9712
Decision Point LLC
Location 41 Kau St, Kula, HI 96790, USA
Phone (808) 878-8107
Morgan Stanley Financial Advisors

5 out of 5

Location 33 Lono Ave Suite 330, Kahului, HI 96732, USA
Phone (808) 877-7671
Edward Jones - Financial Advisor: Curtis A Kuge
Location 210 Imi Kala St Ste 205, Wailuku, HI 96793, USA
Phone (808) 244-8308
The Rand Group
Location 1300 N Holopono St Suite 216, Kihei, HI 96753, USA
Phone (888) 546-4640
Securities America Inc
Location 2200 Main St #528, Wailuku, HI 96793, USA
Phone (808) 243-9652
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About Kula, HI

Kula is located in the Upcountry region of Maui. It is a small community with a population of just over 2,000 people. Some of the town's landmarks include the Haleakala Crater and the Pukalani Country Club. The top employers in Kula are the County of Maui and the State of Hawaii. Major highways and streets in Kula include Haleakala Highway and Kula Highway. The town's neighborhoods are Upper Kula, Lower Kula, Kamaile, and Pukalani.

Where Certified Financial Advisors in Kula, HI Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are in a unique position to help Kula, HI residents with their everyday needs.There are many services that banks can provide to the people of Kula, HI. For example, banks can offer checking and savings accounts, loans, and credit cards. In addition, banks can provide mortgage and insurance services. By offering these services, banks can help the people of Kula get by every day.

Insurance Broker

Residents of Kula, HI can benefit from the services of insurance brokers. These professionals can help residents find the best insurance policies for their needs and budget. In addition, insurance brokers can help residents file claims and get the money they need to repair their homes after a natural disaster.

Retirement Planning

Most Kula, HI residents are not familiar with the different types of retirement plans that are available to them. Financial advisors can help by educating them on the different options and helping them to choose the plan that is best for their needs. Advisors can also help Kula residents to save for retirement by creating a budget and investing in appropriate mutual funds or other vehicles.

Wealth Management

The town of Kula, HI is filled with residents who have worked hard to achieve a high level of success. While this affords them many benefits, it also comes with a unique set of challenges. Wealth management services can help Kula residents address these challenges and maintain their wealth for years to come.

Estate Planning Lawyer

Estate planning lawyers in Kula, HI can help residents protect their assets and plan for the future. By creating a will or trust, estate planning attorneys can help ensure that your property is distributed according to your wishes after you die. They can also help you set up guardianship arrangements for your children in case something happens to you. And if you have a business, an estate planning lawyer can help you create a succession plan so that your company can continue operating after you're gone.

Mortgage Loan Officer

Mortgage loan officers in Kula, HI can help residents by providing them with the best mortgage rates and helping them through the mortgage process. They can also advise residents on what types of mortgages are available to them, and how to get the best deal on a mortgage. In addition, mortgage loan officers can help residents find the right home for their needs, and provide guidance on home buying procedures.

Tax Services

Tax accountants in Kula, HI can help residents with a variety of tax services. These services include preparing and filing tax returns, helping to identify deductions and credits that may be available, and providing representation before the IRS if needed. In addition, many tax accountants offer free consultations to help residents determine their best course of action for their taxes.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Kula, HI