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Showing 1 - 9 of 9 results
CHINEN & ARINAGA FINANCIAL GROUP, INC.
CHINEN & ARINAGA FINANCIAL GROUP, INC.
Mililani, Hawaii
1-24 employees
CHINEN & ARINAGA FINANCIAL GROUP, INC. is a financial services company based out of 95-720 LANIKUHANA AVENUE, #220, MILILANI, Hawaii, United States.
Retirement Benefits Rank
Market Leading
CADINHA & CO., LLC
CADINHA & CO., LLC
Honolulu, Hawaii
1-24 employees
Cadinha & Co. is a Registered Investment Advisory firm providing customized wealth management and financial planning, investment management and investment advice, and fiduciary services to high-net-worth individuals, corporations, and institutions since 1979. Cadinha & Co. investment advisers are fiduciaries and are registered by the Securities and Exchange Commission under the Investment Advisers Act of 1940.
Retirement Benefits Rank
Market Competitive
FINANCIAL PLANNING HAWAII INC
FINANCIAL PLANNING HAWAII INC
Honolulu, Hawaii
1-24 employees
Financial Planning Hawaii and its sister company Fee-Only Planning Hawaii provide objective comprehensive financial planning guidance to individuals and families in Hawaii and across the U.S. Our pricing structure offers a choice of either a negotiated flat-fee for clients seeking a one-time comprehensive review with no expectation of ongoing portfolio management or a tiered asset-based compensation model that starts a .75% per year and declines to .08% for assets under management above $5 million for clients seeking ongoing financial planning guidance that includes portfolio management. We are held to a fiduciary standard of conduct by the SEC under the Investment Advisers Act of 1940. All FPH and FOPH clients are provided with an online platform that enables them to centralize and organize all aspects of their financial lives. Our planning service begins with a labor-intensive information-gathering process that includes linking accounts at all financial institutions, uploading relevant planning documents (e.g., tax returns, estate planning documents, employee benefits handbooks, beneficiary designations, insurance coverage information, real estate documents, etc.), completion of multiple short, targeted questionnaires, and several direct client interactions. Once we have a complete 360 degree view of our client’s existing financial situation we review the data to catch mistakes and oversights and to inform our clients of unique rules and opportunities that may help them save money, avoid unnecessary risk, and operate more efficiently. We view this process as a treasure hunt, and it is not uncommon for us to discover 20-30 unique findings. Securities services are offered through J.W. Cole, Inc.(JWC), member FINRA/SEC and Investment Advisory Services are offered through J. W. Cole Advisors, Inc., a SEC Investment Advisor. Financial Planning Hawaii Inc. and JWC/JWCA are not affiliated entities.
Retirement Benefits Rank
Market Laggard
MOSAIC PACIFIC INVESTMENT ADVISORS, LLC
MOSAIC PACIFIC INVESTMENT ADVISORS, LLC
Honolulu, Hawaii
1-24 employees
A fiduciary on your side. As a Registered Investment Advisor, Mosaic Pacific Investment Advisors, LLC is legally obligated to put our client's interests first. We are 100% owned by our employees which allow us the complete independence to select the investments that are aligned with your long-term financial goals.
Retirement Benefits Rank
Top Benefits
CODA FINANCIAL GROUP
CODA FINANCIAL GROUP
Honolulu, Hawaii
1-24 employees
Complete client transactions and maintain prompt client correspondence. Evaluating potential customers in terms of their financial needs, current holdings, and investment capital, and establishing and maintaining a relationship with management.
Retirement Benefits Rank
Market Competitive
LEE & ASSOCIATES, INC.
LEE & ASSOCIATES, INC.
Honolulu, Hawaii
1-24 employees
Launched public relations campaigns for national food and beverage clients Highlights:• Wrote and distributed press kits as well as authored magazine articles• Coordinated talent appearances, and interviews• Directed photo requests and on-location shoots • Event planned, managed special events, directed trade showsAchievements:• Planned major product launches with influential partners at the largest food trade-show that resulted in favorable Press and numerous articles and product reviews• Initiated a partnership for the first time with Spanish-speaking media to gain Press coverage
Retirement Benefits Rank
Market Laggard
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ANDREWS ADVISORY ASSOCIATES, LLC
ANDREWS ADVISORY ASSOCIATES, LLC
Honolulu, Hawaii
1-24 employees
Andrews Advisory Associates, LLC is a Registered Investment Adviser firm located in Honolulu, Hawaii. We specialize in fee-only investment management services for individuals, families, small businesses and non-profit organizations. We guide our clients through their unique challenges with expert advice and sound stewardship of their wealth and retirement plans.
Retirement Benefits Rank
Below Market
WEALTH REVOLUTION COACHING, INC. DBA TARDUS WEALTH STRATEGIES
WEALTH REVOLUTION COACHING, INC. DBA TARDUS WEALTH STRATEGIES
Honolulu, Hawaii
1-24 employees
Tardus Wealth Strategies is an international wealth-coaching company headquartered in Honolulu. Tardus works with Tardus Preferred Vendors throughout the country that offer income producing financial products and services that can be used with our patented Income Snowball system. The Tardus Wealth Coaches work with clients on a monthly basis to help them create a predictable system for creating passive income and achieving financial freedom.
Retirement Benefits Rank
Below Market
MIDWAY INVESTMENT HOLDING, LLC
MIDWAY INVESTMENT HOLDING, LLC
Honolulu, Hawaii
All Size Average employees
Our purpose is to create enduring investments and remarkable places that enrich people’s lives. Houston-based Midway is a privately owned, fully integrated real estate investment and development firm that has provided the highest level of quality, service and value to its clients and investors for more than 50 years. The Midway portfolio of projects completed and/or underway consists of approximately 45 million square feet of properties in 23 states and Northern Mexico ranging from mixed-use centers, corporate headquarters, multifamily, entertainment, hospitality, business and industrial parks, and master-planned resort and residential communities. Since its inception in 1968, Midway has created projects of distinction, aesthetic relevance and enduring value for its investors, clients and local communities.
Retirement Benefits Rank
Top Benefits