Wealth Management in Maui County, HI

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List of Firms

Maui County, HI Wealth Management Firms

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APEAK INVEST
Location 3681 Baldwin Ave, Makawao, HI 96768, USA
Phone (808) 295-3672
Directions
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Goya Group - Morgan Stanley
Location 33 Lono Ave Suite 330, Kahului, HI 96732, USA
Phone (808) 871-2233
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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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Destination Maui, Inc
2 out of 5
Location 380 Huku Lii Pl Suite #206, Kihei, HI 96753, USA
Phone (808) 244-9021
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Asset Property Management, Inc.
1 out of 5
Location 380 Huku Lii Pl #206, Kihei, HI 96753, USA
Phone (808) 879-0080
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Bohemia Capital Management LLC
Location 101 Lunalilo St, Wailuku, HI 96793, USA
Phone (808) 280-7881
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Edward Jones - Financial Advisor: Allen Inda, AAMS™
SEC File# 801-3297
CRD# 250
Location 1955 Main St Suite 100, Wailuku, HI 96793, USA
Phone (808) 244-7132
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
Directions
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Thomas J Lambert - Morgan Stanley
Location 33 Lono Ave Suite 330, Kahului, HI 96732, USA
Phone (808) 871-2238
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Khalsa CPA Services LLC
5 out of 5
Location S Wakea Ave, Kahului, HI 96732, USA
Phone (808) 871-8822
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Wealth Managing Partners, Inc: Maui
Location 353 Hanamau St Suite 21, Kahului, HI 96732, USA
Phone (808) 877-0456
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The Rand Group
Location 1300 N Holopono St Suite 216, Kihei, HI 96753, USA
Phone (888) 546-4640
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Ho'ea - Wealth Advisory Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2200 Main St Ste 531, Wailuku, HI 96793, USA
Phone (866) 952-1222
Directions
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Carbonaro CPA's & Management Group
5 out of 5
Location 310 Ohukai Rd Suite 305, Kihei, HI 96753, USA
Phone (808) 242-5002
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Penny Andrews - Morgan Stanley
Location 33 Lono Ave Suite 330, Kahului, HI 96732, USA
Phone (808) 871-2241
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10-Key Consulting, LLC
Location 590 Lipoa Pkwy ste 225, Kihei, HI 96753, USA
Phone (808) 442-7296 ext. 102
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Portfolio Guidelines
Location 45 Kamalii Pl, Haiku, HI 96708, USA
Phone (808) 572-1040
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Otter Investments LLC.
5 out of 5
Location 140 Uwapo Rd #41-103, Kihei, HI 96753, USA
Phone (541) 414-3386
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Reynaldo Fernandez - Prudential Financial
Location 136 W Wakea Ave, Kahului, HI 96732, USA
Phone (808) 873-7547
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Wealth Management in Maui County, HI

Where Wealth Management Advisors in Maui County, HI Serve

Maui County, located in Hawaii, is a picturesque destination filled with stunning landmarks and attractions. From the majestic Haleakala National Park to the breathtaking Road to Hana, Maui County has it all. The county is home to several top employers, including Maui Memorial Medical Center, the County of Maui, and the Grand Wailea Resort. Major highways and streets in the area include the Hana Highway, Piilani Highway, and Kamehameha Avenue. Neighborhoods in Maui County range from the bustling town of Lahaina to the laid-back community of Kihei. With so much to see and do, Maui County is a must-visit destination for travelers from all over the world.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Maui County, HI would greatly benefit from the services offered by a bank. One specific way a bank could help is by providing loans for small businesses in the county. Maui County is known for its beautiful beaches and tourist attractions, but it also has a thriving local economy. Many residents own small businesses, such as restaurants, shops, and tour companies, that rely on tourism to survive. However, starting and maintaining a small business can be expensive, and many entrepreneurs struggle to secure the funding they need to get started. A bank could offer loans with reasonable interest rates and flexible repayment options, allowing small business owners to invest in their companies and contribute to the local economy. Additionally, a bank could provide financial education and resources to help residents manage their money and plan for the future. With the right support from a bank, the people of Maui County can continue to thrive and build a strong, sustainable community.

Insurance Broker

Residents of Maui County, HI can benefit from the services of an insurance broker in numerous ways. For instance, an insurance broker can help residents navigate the complex health insurance market, which is particularly important given the high cost of healthcare in Hawaii. Additionally, an insurance broker can assist residents in finding the right homeowners insurance policy to protect against natural disasters, such as hurricanes and floods, which are common in Maui County. Moreover, an insurance broker can help small business owners in Maui County find the right insurance policies to protect their businesses from liability claims and other risks. With the help of an insurance broker, residents of Maui County can ensure that they have the insurance coverage they need to protect their families, homes, and businesses from unexpected events.

Retirement Planning

Residents of Maui County, HI could greatly benefit from the expertise of a retirement planner. With the high cost of living and limited job opportunities on the island, it can be challenging for individuals to save enough money for retirement. A retirement planner can offer guidance on how to maximize savings and investments, as well as provide a comprehensive financial plan tailored to each individual's unique situation. Additionally, Maui County has a large population of retirees who may need assistance with estate planning, long-term care planning, and navigating complex government programs such as Medicare and Social Security. A retirement planner can help residents of Maui County ensure that they are prepared for all aspects of retirement and can enjoy their golden years without financial stress.

Financial Advisor

Residents of Maui County, HI would greatly benefit from the expertise of a financial advisor. With the county's economy heavily reliant on tourism, many individuals may struggle to navigate the fluctuating job market and manage their finances accordingly. A financial advisor could provide guidance on creating a budget, saving for emergencies, and investing wisely to ensure long-term financial stability. Additionally, with the high cost of living in Hawaii, a financial advisor could help residents navigate the unique challenges of the local housing market and plan for retirement. With their knowledge of tax laws and investment strategies, a financial advisor could help residents maximize their savings and minimize their financial stress. In short, a financial advisor could be an invaluable resource for residents of Maui County, HI looking to secure their financial future in a complex and ever-changing economic landscape.

Mortgage Loan Officer

Residents of Maui County, HI could greatly benefit from the expertise of a mortgage loan officer in a number of ways. With the high cost of living on the island, many residents struggle to afford the homes they desire. A mortgage loan officer can assist in finding the best loan options and interest rates for their specific financial situation. Additionally, due to the unique geography of Maui County, many homes require specialized insurance coverage to protect against natural disasters such as hurricanes and tsunamis. A mortgage loan officer can help residents navigate the often-complicated insurance process and ensure they have the proper coverage for their home. Furthermore, with the tourism industry being a major driver of the local economy, many residents rely on short-term rentals to supplement their income. A mortgage loan officer can help residents understand the regulations and requirements for financing a property for short-term rentals, allowing them to maximize their earning potential.

Tax Services

Residents of Maui County, HI may greatly benefit from the expertise of a tax advisor. Specifically, due to the unique tax laws and regulations in Hawaii, a tax advisor can assist residents in navigating the complex tax system and ensuring they are in compliance with state and local tax laws. For example, Hawaii has a General Excise Tax (GET) which is applied to almost all transactions, including services, and can be confusing for individuals and businesses to understand and properly report. A tax advisor can provide guidance on how to properly calculate and report GET, as well as advise on other tax credits and deductions that may be available to residents of Maui County. Additionally, with the recent changes to federal tax laws, a tax advisor can help residents understand how these changes may impact their tax situation and provide strategies for minimizing their tax liability.

Estate Planning Lawyer

Residents of Maui County, HI stand to benefit greatly from the services of an estate planning lawyer. With the unique characteristics of Maui County, HI, such as its high cost of living and dependence on tourism, an estate planning lawyer can provide specialized advice to help residents protect their assets and secure their financial future. For example, an estate planning lawyer can assist with creating a trust to protect assets from potential creditors or lawsuits, which is especially important for those who own businesses in the tourism industry. Additionally, an estate planning lawyer can help residents navigate the complex tax laws of Hawaii, which can be particularly challenging given the state's high tax rates. With their expertise in estate planning, these lawyers can help residents create a comprehensive plan that addresses their specific needs and goals, ensuring that their assets are protected and their loved ones are provided for.

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