3 Best Honolulu Financial Services of 2018

MATTHEW W JOSWICK

3660 Waialae Avenue, Suite 209, Honolulu, HI 96816

Since 2011

EDWARD JONES - Investment Management, Retirement Planning, 401K Planning, Social Security, Risk Managment, Portfolio Management, College Planning, Stock, Bond, 529 College Savings Planning, Life Insurance, Estate Planning, Education Planning, Traditional IRA, Roth IRA's & Annuities

Life Event Checklists and Life Insurance Calculator are Available - Approaches Your Needs Together - Provides Summary of Market Highlights & the Latest Economic News

matthew.joswick@edwardjones.com

edwardjones.com/financial-adviso...

(808) 734-8889

By Appointment

Matthew Joswick is an excellent financial advisor!!! I was feeling daunted by going to a financial advisor, but Matt made me feel comfortable and was able to explain things to me in a way that I could understand. By the end of our first meeting I felt confident that I was now gathering the tools that I would need to continue my financial stability into the future. Thank you Matt Joswick!!!

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Matt always says that he helps make sense out of investing, and that is exactly what he does. Matt was patient and thorough while going over my accounts, and gave us a great analysis of where we were. Being that I am only a few years away from retirement, this gave me peace of mind. HIghly recommended.

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CODA FINANCIAL GROUP

615 Piikoi Street, Suite 1205, Honolulu, HI 96814

Since 2008

Wealth Managment, Estate Planning, Tax Planning, Risk Management, Mutual Funds, Variable and Fixed Annuities, IRA’s, Investment Management, 401K Planning, Trust Planning, Legacy Planning, Liabilities, Disability, and Long-Term Care Insurance, Asset Managment, Business Planning, Money Management, Retirement Planning & College Savings Plans

Serves Two Locations in Honolulu, HI & Raleigh, NC - Receive accurate and timely statements of your account, including details related to every transaction

hi@codafinancialgroup.com

codafinancialgroup.com

(808) 237-3390

(808) 441-6441

Mon - Fri 8:00 am - 5:00 pm
Sat & Sun By Appointment

They take great pride in provides Their clients with world-class service. Meeting the individual needs of their clients is their chief concern.

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E. A. BUCK FAMILY OF COMPANIES

55 Merchant Street, Suite 1880, Honolulu, HI 96813

Since 1980

Financial Planning, Retirement Planning, IRAs, College Planning, Investment Planning, Tax Planning, Social Security Planning, Portfolio Management, Stock, Estate Preservation Strategies, Risk Management, 401K Management & Wealth Management

Provides Face to Face Annual Meetings - They Hold Monthly No Cost Workshops are Available - Valuable Money Tips & Cost Saving Measures

service@eabuck.com

eabuck.com

(808) 545-2211

Mon - Sat 8:00 am - 8:00 pm
Sun Closed

Highly recommended company for tax strategies and financial advice. I have been a satisfied client for over 15 years and continue to use their services to this day. Have recommended friends, coworkers, and family members to take advantage of their expertise in financial matters of every kind. Thanks to Scott Tusa and his his team of coworkers, I will continue to be a loyal client !

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My husband & I meet with Katie for financial advice at least once a year to strategize for tax season and other life events as they occur. We're very happy with the advice and service that we've been given so far. It's like having a personal trainer for our financial future! We're very thankful for Katie for all she's done for us.

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The Best Financial Services in Honolulu

Handpicked Top 3 Financial Services in Honolulu, Hawaii. Our 50-Point Inspection includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!

Latest Update March 29, 2018

MATTHEW W JOSWICK

CODA FINANCIAL GROUP

E. A. BUCK FAMILY OF COMPANIES