Best Financial Advisors in Kauai County, HI

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Kauai County, HI Fiduciary Financial Advisors

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Kauai Island Finance
5 out of 5
Location 2973 Umi St STE A, Lihue, HI 96766, USA
Phone (808) 245-6968
Directions
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Kauai Investment Group
Location 4121 Rice St #106, Lihue, HI 96766, USA
Phone (808) 491-6464
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Métier Pacific Private Wealth Group
Location 2970 Kele St # 112c, Lihue, HI 96766, USA
Directions
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Christian Deborah P CPA
Location 4139 Hardy St # A, Lihue, HI 96766, USA
Phone (808) 245-3358
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Bradley T. Klontz, PsyD. CFP
Location 2970 Kele St # 112c, Lihue, HI 96766, USA
Phone (808) 346-0605
Directions
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Johnston Financial Services
Location 3501 Rice St #201, Lihue, HI 96766, USA
Phone (808) 245-8021
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Secretario Nelson J
Location 4371 Puaole St # D, Lihue, HI 96766, USA
Phone (808) 245-5088
Directions
Financial Advisors in Kauai County, HI

Where Certified Financial Advisors in Kauai County, HI Serve

Kauai County, located in the state of Hawaii, is a stunning destination with a rich cultural history and a plethora of natural wonders to explore. From the towering cliffs of the Na Pali Coast to the lush greenery of Waimea Canyon, there is no shortage of breathtaking landmarks to discover throughout the region. Some of the top employers in Kauai County include the Grand Hyatt Kauai Resort & Spa, the Kauai Marriott Resort, and the Wilcox Medical Center, which provide jobs for thousands of residents and visitors alike. When it comes to transportation, Kauai County is home to several major highways and streets, including Kuhio Highway, Kaumualii Highway, and Rice Street, which connect residents and tourists to various neighborhoods and attractions throughout the region. Speaking of neighborhoods, Kauai County boasts a diverse range of communities, each with its own unique charm and character.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Kauai County, HI are serviced by banks in a variety of ways. One of the most common ways is through traditional banking services like checking and savings accounts, loans, and credit cards. However, due to the unique geography of Kauai County, many residents also rely on mobile banking services and ATMs. Kauai is known for its rugged terrain and remote locations, so having access to banking services through mobile apps and ATMs is crucial for those living in more isolated areas. Additionally, many banks in Kauai County offer specialized services for the tourism industry, which is a major part of the local economy. Whether it's providing foreign currency exchange or offering special financing for hotels and resorts, banks in Kauai County are dedicated to serving the unique needs of their customers.

Insurance Broker

Residents of Kauai County, HI can benefit greatly from the services of an insurance broker. With its diverse population and unique natural environment, Kauai County presents a range of insurance challenges that can be difficult to navigate without expert assistance. For example, residents living in flood-prone areas may need specialized flood insurance to protect their homes and property, while those who work in the tourism industry may require liability insurance to protect against lawsuits. An insurance broker can help residents understand their options, compare policies and prices, and find the coverage that best fits their needs and budget. With the help of an insurance broker, residents of Kauai County can have peace of mind knowing they are protected in the event of unexpected events and disasters.

Retirement Planning

Residents of Kauai County, HI would greatly benefit from the assistance of a retirement planner. With the county's high cost of living and limited job opportunities, many residents struggle to save for retirement. A retirement planner can help them develop a personalized plan to save for their future, taking into account the unique challenges of living in Kauai County. They can also provide guidance on investment options, tax strategies, and social security benefits. Additionally, a retirement planner can help residents navigate the complex healthcare system and plan for potential long-term care needs. With the help of a retirement planner, residents of Kauai County can feel more confident and prepared for their retirement years.

Wealth Management

Residents of Kauai County, HI could be helped by a wealth manager in several ways. Firstly, a wealth manager could assist in creating a financial plan that takes into account the unique challenges and opportunities that come with living in Kauai County, such as the high cost of living and limited job opportunities. Additionally, a wealth manager could provide guidance on investing in local industries, such as tourism and agriculture, to help residents take advantage of the economic opportunities available on the island. Finally, a wealth manager could help residents navigate the complex tax laws and regulations that apply to Hawaii residents, ensuring that they are taking advantage of all available deductions and credits. Overall, a wealth manager could be an invaluable resource for residents of Kauai County looking to secure their financial future and make the most of the opportunities available to them.

Mortgage Loan Officer

Residents of Kauai County, HI would greatly benefit from the services of a mortgage loan officer. This is because Kauai County, HI is a popular tourist destination and a great place to live, but it can also be quite expensive. A mortgage loan officer can help residents secure financing for their dream homes or investment properties. They can also provide advice on the best mortgage options available in Kauai County, HI, taking into consideration factors like interest rates, down payments, and loan terms. Additionally, a mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, ensuring that they have all the necessary documentation and are aware of any potential roadblocks along the way. Overall, the expertise of a mortgage loan officer can be invaluable to residents of Kauai County, HI looking to achieve their homeownership goals.

Tax Services

Residents of Kauai County, HI could benefit from the expertise of a tax advisor in a number of ways. One of the most common ways is by navigating the unique tax laws and regulations specific to Hawaii. For example, Hawaii has a General Excise Tax (GET) that applies to almost all business transactions, which can be confusing for residents and business owners alike. A tax advisor can help residents understand how to properly file and pay GET, as well as other state and federal taxes. Additionally, Kauai County has a high cost of living, which may impact tax planning strategies. A tax advisor can help residents maximize deductions and credits to reduce their tax burden and increase their financial stability. Overall, a tax advisor can provide invaluable guidance and support to residents of Kauai County, HI in navigating the complex world of taxes and finances.

Estate Planning Lawyer

Residents of Kauai County, HI can benefit from the services of an estate planning lawyer in a number of ways. One of the most common ways an estate planning lawyer can help is by assisting with the creation of a will or trust. This is particularly important in Kauai County, where many residents own property or businesses that they want to pass on to their loved ones. An estate planning lawyer can help ensure that these assets are distributed according to the individual's wishes, and can also provide guidance on tax planning and other important considerations. Additionally, an estate planning lawyer can help with other important documents such as powers of attorney and healthcare directives, which can give individuals and their families peace of mind in the event of illness or incapacity. Overall, working with an estate planning lawyer can help residents of Kauai County protect their assets and ensure that their wishes are carried out in the future.

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