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  • 1

    Golden Years Retirement Specialists, Inc.

    Honolulu, HI

    Services offered: Retirement Planning, 401K to IRA Rollover, Estate Planning

    Portfolio requirement: $500,000

    We serve select clientele throughout the continental US & Hawaii. Our mission is to provide our clients with quality financial planning and the best available estate planning resources. NEW CLIENT minimum portfolio size = $500,000…

  • 2

    East West Wealth Management, LLC

    55 Merchant Street C139, Suite 3020
    Honolulu, HI

  • 3

    Kahala Financial Advisors, LLC

    4211 Waialae Ave, Suite 407
    Honolulu, HI

  • 4

    Kasanow & Associates Wealth Management

    3268a Paty Drive
    Honolulu, HI

  • 5

    Kuriyama & Co LLC

    1440 Kapiolani Blvd.
    Honolulu, HI

  • 6

    Aegis Capital Management, Inc.


    , HI

    **NAPFA Memeber** We provide intelligent, comprehensive financial management tailored specifically to our clients' unique needs and circumstances. We emphasize client education and participation in the investment management process.

  • 7

    Genesis Financial Advisors

    4211 Waialae Avenue
    Honolulu, HI

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, 529 College Savings

    Portfolio requirement: $100,000

    We are a premier Financial Planning and Wealth Management Firm. We look forward to speaking with you about your exact needs! Our NEW CLIENT minimum portfolio size = $100,000...

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