Best Financial Advisors in Maui County, HI

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List of Firms

Maui County, HI Fiduciary Financial Advisors

Commonwealth Financial Network Maui
Location 360 Hoohana St #206, Kahului, HI 96732, USA
Phone (808) 446-8000
Claire K.I. Miyasato - Morgan Stanley
Location 33 Lono Ave Suite 330, Kahului, HI 96732, USA
Phone (808) 871-2250
Bernstein Financial Services Inc
Location 2200 Main St #502, Wailuku, HI 96793, USA
Phone (808) 242-1965
Securities America Inc
Location 2200 Main St #528, Wailuku, HI 96793, USA
Phone (808) 243-9652
World Financial Group
SEC File# 801-111055
CRD# 158043
Location Lower Main St, Wailuku, HI 96793, USA
Casco Wealth Management LLC
Location 8 Bermuda Pl, Lahaina, HI 96761, USA
Phone (808) 667-5599
Edward Jones - Financial Advisor: Boyd Moffett
SEC File# 801-3297
CRD# 250
Location 2580 Kekaa Dr Ste 124, Lahaina, HI 96761, USA
Phone (808) 667-0856
Island Financial Corporation
Location 1429 Front St, Lahaina, HI 96761, USA
Phone (808) 667-1999
Financial & Investment Management Group
Location 444 Hana Hwy # D, Kahului, HI 96732, USA
Phone (808) 871-1006
Allstate Financial Services - Jeremy Wilmes
Location 1885 Main St #103, Wailuku, HI 96793, USA
Phone (808) 205-7536
Transamerica Financial
Location Wailuku, HI 96793, USA
Phone (808) 242-4405
Edward Jones - Financial Advisor: Andrea J Anderson
SEC File# 801-3297
CRD# 250
Location 845 Waine'e St Suite 207, Lahaina, HI 96761, USA
Phone (808) 667-6848
Valley Isle Planning Group - Morgan Stanley
Location 33 Lono Ave Suite 330, Kahului, HI 96732, USA
Phone (808) 871-2231
Doug Karatsu - Morgan Stanley
Location 33 Lono Ave Suite 330, Kahului, HI 96732, USA
Phone (808) 871-2235
Westside Investment Management
5 out of 5
Location 24 N Church St Suite 405, Wailuku, HI 96793, USA
Phone (808) 871-7800
Stifel
Location 33 Lono Ave #100, Kahului, HI 96732, USA
Phone (808) 871-2040
Up My Policy
Location 16 Hea, Hea Pl, Wailuku, HI 96793, USA
Phone (808) 269-9477
Western Paradise Financial
Location 173 Hoohana St # 202A, Kahului, HI 96732, USA
Phone (808) 872-9732
Hawaiian Tax Free Trust
Location 100 Ridge Rd # 1813-15, Lahaina, HI 96761, USA
Phone (808) 669-5643
Assured Equity Management Corporation
Location 358 Papa Pl Suite C-2, Kahului, HI 96732, USA
Phone (808) 868-2820
Professional Financial Services Inc
Location 811 Kolu St STE 105, Wailuku, HI 96793, USA
Phone (808) 244-8296
Allstate Financial Services: Bruce Fernandes
Location 1885 Main St #103, Wailuku, HI 96793, USA
Phone (808) 242-8440
Reynaldo Fernandez - Prudential Financial
Location 136 W Wakea Ave, Kahului, HI 96732, USA
Phone (808) 873-7547
Financial Advisors in Maui County, HI

Where Certified Financial Advisors in Maui County, HI Serve

Maui County is located in the state of Hawaii. The county's largest city is Kahului. Some of the landmarks in Maui County include Haleakala National Park, Iao Valley State Monument, and Kapalua Bay. The top employers in Maui County are Maui Memorial Medical Center, Kaiser Permanente, and Macy's. The major highways and streets in Maui County are Kahekili Highway, Baldwin Avenue, and Honoapiilani Highway. The neighborhoods in Maui County include Kihei, Lahaina, and Napili-Honokowai.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are a necessary part of any community. They provide stability and trust, two things which are essential for a healthy community. In Maui County, HI, the banks can provide a number of services to residents in order to help the community thrive. The banks can offer low interest rates on loans and mortgages in order to help people buy homes or start businesses. They can also offer lines of credit for short-term needs, such as medical bills or car repairs. In addition, the banks can work with the government to create programs that will benefit the citizens of Maui County. For example, the banks could partner with the government to create a program that provides low-interest loans to people who want to start their own business. This would help stimulate the economy and create new jobs in Maui County. The banks could also team up with local schools to create financial literacy programs for students. This would teach young people how to manage their money and make sound financial decisions. The bottom line is that banks are an important part of any community, and they have a lot to offer residents of Maui County, HI.

Insurance Broker

Maui County, HI residents can benefit from the services of insurance brokers. Brokers can help residents compare rates and find the best policies for their needs. They can also help residents file claims and get the money they deserve after an accident or disaster.

Retirement Planning

Maui County, HI residents have a unique set of retirement planning needs that financial advisors can help them with.For one thing, Maui is an island, and many residents rely on income from tourism to support them in their retirement. This means that advisors need to be aware of the risks associated with retiring in an area that is so dependent on one industry.In addition, Maui is home to a large number of retirees who are looking for ways to stretch their retirement savings as far as possible. Financial advisors can help by suggesting investments and strategies that take into account the high cost of living on the island.

Wealth Management

Maui County, HI residents have a unique opportunity to take advantage of wealth management services in order to grow their net worth. Wealth management is the process of organizing and managing your assets with the goal of increasing your net worth. This can include investments, insurance, real estate, and other holdings. When done correctly, wealth management can help you reach your financial goals faster and easier than if you tried to do it all on your own. If you live in Maui County, HI and are interested in learning more about wealth management, please contact us today for a free consultation.

Estate Planning Lawyer

Residents of Maui County, HI can benefit from the help of an estate planning lawyer to make sure their assets are distributed in the way they want after they die. An estate planning lawyer can help residents create a will and other legal documents that will ensure their wishes are carried out. They can also help residents set up trusts and other arrangements to protect their assets while they're alive.

Mortgage Loan Officer

Mortgage loan officers in Maui County, HI can help residents by providing them with the best possible mortgage rates and terms. By working with a qualified mortgage loan officer, residents can save money on their monthly mortgage payments and get approved for a home loan more quickly.

Tax Services

Residents of Maui County, HI can benefit from the help of tax accountants in order to ensure that they are getting the best return on their investment. Tax accountants have the experience and expertise to help residents navigate through the complex tax code and find all of the deductions and credits available to them. In addition, tax accountants can help residents plan for future years by estimating how much they will owe or be refunded. By working with a tax accountant, Maui County residents can be sure that they are taking advantage of every opportunity available to them and minimizing their taxes paid.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Maui County, HI