Best Financial Advisors in Maui County, HI

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List of Firms

Maui County, HI Fiduciary Financial Advisors

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

Where Certified Financial Advisors in Maui County, HI Serve

Maui County, located in the beautiful state of Hawaii, is a stunning destination for travelers and locals alike. With an abundance of natural landmarks, including the breathtaking Haleakala National Park and the stunning Road to Hana, visitors can experience the true beauty of the island. The county is home to many top employers, including the Four Seasons Resort Maui at Wailea, the Grand Wailea Resort, and the Maui Memorial Medical Center. These companies provide employment opportunities for many residents and contribute to the local economy. Major highways and streets in Maui County include the Hana Highway, which winds through the lush rainforest and offers stunning views of the coastline, and the Piilani Highway, which runs along the southern coast of Maui. These roads provide access to many of the county's top attractions, including beaches, waterfalls, and hiking trails. Maui County is divided into several distinct neighborhoods, each with its unique charm and character.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Maui County, HI are serviced by banks in a variety of ways, with the most common being through traditional banking services such as checking and savings accounts, loans, and credit cards. However, due to the unique location and culture of Maui County, there are also specialized services offered by banks that cater to the needs of residents. For example, many banks in Maui County offer services specifically designed for the tourism industry, such as foreign currency exchange and travel insurance. Additionally, with the prevalence of agriculture on the island, many banks also offer specialized financing options for farmers and ranchers. Overall, banks in Maui County play a vital role in providing financial services that meet the unique needs of the local community.

Insurance Broker

Residents of Maui County, HI can benefit greatly from the services of an insurance broker. With the unique geography of Maui County, which includes three islands, residents may have different insurance needs depending on where they live. An insurance broker can help residents navigate the complex insurance market and find policies that meet their specific needs. For example, residents living in coastal areas may need specialized coverage for flood or hurricane damage, while those living in more rural areas may need coverage for livestock or agricultural equipment. An insurance broker can also help residents compare policies and find the best rates, ensuring that they have the coverage they need without breaking the bank. Overall, an insurance broker can be a valuable resource for residents of Maui County looking to protect themselves and their assets.

Retirement Planning

Residents of Maui County, HI could greatly benefit from the services of a retirement planner. One of the most common ways a retirement planner could help is by assisting with financial planning for retirement. This is especially important in Maui County, where the cost of living is higher than the national average. A retirement planner could help residents create a personalized retirement plan that takes into account their unique financial situation, goals, and needs. They could also provide guidance on investment strategies, tax planning, and estate planning. With the help of a retirement planner, residents of Maui County could feel more confident and secure in their retirement years.

Wealth Management

Residents of Maui County, HI could greatly benefit from the services of a wealth manager. With a high cost of living and limited job opportunities, many residents struggle to save and invest for their future. A wealth manager can help these individuals create a personalized financial plan, including strategies for budgeting, saving, and investing. Additionally, with the tourism industry being a major source of income for the county, a wealth manager can provide guidance on how to invest in local businesses and real estate opportunities. Overall, a wealth manager can provide valuable insight and support for residents of Maui County, helping them achieve their financial goals and secure a stable future.

Mortgage Loan Officer

Residents of Maui County, HI can benefit greatly from the expertise of a mortgage loan officer. With the high cost of living and limited affordable housing options on the island, a loan officer can provide guidance on the best mortgage options available to residents. Specifically, with the unique geography of Maui County, including its susceptibility to natural disasters such as hurricanes and tsunamis, a loan officer can help residents navigate the complexities of obtaining a mortgage for a property in a high-risk area. Additionally, a loan officer can assist with securing financing for investment properties, which is a popular option for residents looking to generate income through vacation rentals. Overall, a mortgage loan officer can provide invaluable support and guidance to residents of Maui County looking to purchase or refinance a home.

Tax Services

Residents of Maui County, HI can benefit greatly from the guidance of a tax advisor. With the unique tax laws and regulations in Hawaii, a tax advisor can help residents navigate the complex tax system and ensure they are maximizing their deductions and credits. For example, Maui County residents may be eligible for tax breaks related to agriculture, renewable energy, and conservation efforts. A tax advisor can also assist with tax planning and preparation, helping residents avoid costly mistakes and penalties. Additionally, with the recent changes to the tax code, a tax advisor can provide valuable insights on how to adjust financial strategies to minimize tax liability. Overall, a tax advisor can provide invaluable support to Maui County residents in achieving their financial goals and ensuring compliance with tax laws.

Estate Planning Lawyer

Residents of Maui County, HI can benefit greatly from the services of an estate planning lawyer. These professionals can help individuals and families create comprehensive plans for their assets and property, ensuring that their wishes are carried out after they pass away. In Maui County, where many residents own property and assets that may be subject to unique local laws and regulations, an estate planning lawyer can provide valuable guidance and advice on how to protect these assets and ensure that they are distributed according to the individual's wishes. Additionally, an estate planning lawyer can help families navigate complex legal processes such as probate and trust administration, which can be particularly challenging in Maui County due to its remote location and limited access to legal resources. Overall, an estate planning lawyer can provide peace of mind and ensure that residents of Maui County are able to pass on their assets and property to their loved ones in a way that is both legal and efficient.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Maui County, HI