MATTHEW W JOSWICK
3660 Waialae Avenue, Suite 209, Honolulu, HI 96816 Directions
Since 2011
Here’s The Deal:
Edward Jones is an investment firm that believes your financial goals deserve a face-to-face conversation. Matthew W Joswick has been a financial advisor with Edward Jones since 2011. The firm creates a personal strategy that will help you live the retirement you want. They understand the level of risk you are comfortable accepting when investing so they can balance it with the steps necessary to reach your long-term goals. They believe the best way to build and preserve your financial future is with a long-term investment approach. They work with small business owners in evaluating their business retirement plans and their transition strategies. The agency helps to provide the answers to your questions to make informed, financially sound decisions.
SPECIALTY:
College Savings, Insurance and Annuities, Medical or Long-Term Care, Probate, 529 Education Savings Plans, Retirement Income and Savings Strategies, Business Retirement Plans, Estate & Legacy Strategies
TBR® Inspection Report:
AGAPE WEALTH MANAGEMENT LLC
1188 Bishop Street, Suite 2310, Honolulu, HI 96813 Directions
Since 2009
Here’s The Deal:
Agape Wealth Management invites you to begin your journey to finding your financial freedom. Their staff of dedicated financial professionals is here to provide personalized service built around you. They are expertise in investment management and has over 25,000 investment options. Their Financial Planning process is designed to anticipate and act on your specific and unique needs. At Agape Wealth Management, their mission is to empower their clients to achieve financial freedom. Their mission is to help their clients bridge the financial gap and release empowerment to fulfill their dreams. They develop and implement a strategic plan to help empower you to fulfill your dreams. They also serve in Waimea.
SPECIALTY:
Retirement Plans, 401K and 403B Planning, Wealth Management, Roth, Simple and Traditional IRA, Variable Annuity, Fixed Annuities, Long-Term-Care Insurance, Disability Income, Life and College Planning, Mutual Funds, Estate Strategies, Fee-Based and Brokerage Accounts, Money Purchasing & Profit Sharing Plans
TBR® Inspection Report:
E.A. BUCK FINANCIAL SERVICES
55 Merchant Street, Suite 2100, Honolulu, HI 96813 Directions
Since 1980
Here’s The Deal:
E.A. Buck Financial Services was established with the mission of doing comprehensive financial planning. They have been fortunate to have assisted over five thousand families. They dedicate their practice to providing goals-based planning. They help you handle your finances so you can pursue your passions with confidence. They meet with their clients regularly to help ensure your financial strategy is still working for you and your goals. The firm offers no cost or obligation to meet with a financial planner and discuss your goals, objectives, and requirements. They use proactive strategies to help their clients apply the tax code efficiently and efficiently. Contact them to schedule a consultation.
SPECIALTY:
College, Investment, Tax, Financial and Retirement Planning, Simple and SEP IRAs, Social Security, Portfolio Management, Long-term Care, 529 Plans, Stock, Gifting and Estate Preservation Strategies, Risk, 401K & Wealth Management