Financial Planners Lahaina HI

Welcome to the HomeBusinessMag.com Local Pages. Here you can find local information about Financial Planners in Lahaina, HI. We have compiled a list of businesses and services around around Lahaina, including Financial Planners that should help you with your search. In order to better help you find what you are looking for, the rest of the information on this page has also been targeted to Financial Planning. We hope this page helps satisfy your local needs.

Paul Sutherland
Financial & Investment Management Group
(808) 871-1006
444 Hana Hwy. Suite D
Kahului, HI
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Advising Medical Professionals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, AAMS, CFP®, CRPC, MBA

Ms. Janis D. Casco, CFP®
(808) 667-5599
50 Puu Anoano St. #707
Lahaina, HI
Firm
CASCO WEALTH MANAGEMENT, LLC
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning
Key Considerations
Average Net Worth: $5,000,001 or more

Average Income: $250,001 - $500,000



Data Provided by:
Mr. James Makoto Moriyasu, CFP®
(808) 871-2249
33 Lono Ave Ste 330
Kahului, HI
Firm
Morgan Stanley
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $500,001 - $1,000,000

Profession: Medical/Dental Professionals

Data Provided by:
Mr. Michael B. Sherrill, CFP®
(808) 856-2541
3950 Kalai Waa St Apt U202
Kihei, HI
Firm
Bank of Hawaii

Data Provided by:
Harvard Investments Inc
(808) 661-8284
2481 Kaanapali Pkwy
Lahaina, HI
 
F. Dennis De Stefano
De Stefano Wealth Management
(808) 879-0454
P.O. Box 1141
Kihei, Maui, HI
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Planning & Distribution Rules, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, CRC

Mr. J. Michael Vaughn, CFP®
(808) 667-6848
845 Wainee St
Lahaina, HI
Firm
Edward D Jones & Company
Areas of Specialization
Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning, Investment Management, Long-Term Care, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: $50,001 - $100,000



Data Provided by:
Mr. F. Dennis De Stefano, CFP®
(808) 879-0454
44 Kanani Rd Apt 2-205
Kihei, HI
Firm
De Stefano Wealth Management
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Barry Brown-Re/Max Maui
(808) 661-1800
PO Box 11782
Lahaina, HI
 
Primerica Financial Services
(808) 661-5770
930 Wainee St Ste 7
Lahaina, HI
 
Data Provided by:
© Copyright 2013 Home Business Magazine. All Rights Reserved. Privacy Policy | Terms and Conditions
Infoswell Media