Hawaii Wealth and Legacy Planning Group - Ameriprise Financial Services, LLC
Business Details
About
Financial PlanningInvestment ServiceFinancial Consultant
At Hawaii Wealth and Legacy Planning Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Honolulu, HI area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Details
- Online appointmentsAvailable
- Onsite servicesAvailable
Location
Hawaii Wealth and Legacy Planning Group - Ameriprise Financial Services, LLC
745 Fort Street, Honolulu, HI
96813, United States
Hours
Frequently Asked Questions About Hawaii Wealth and Legacy Planning Group - Ameriprise Financial Services, LLC
What financial services does Hawaii Wealth and Legacy Planning Group offer?
They specialize in retirement planning strategies, social security retirement benefits, retirement income strategies, wealth preservation, investments, estate planning, insurance, tax planning, and intergenerational planning.
Where is Hawaii Wealth and Legacy Planning Group located?
They are located at 745 Fort Street, Ste 1400, Honolulu, HI 96813, USA.
What are the office hours for Hawaii Wealth and Legacy Planning Group?
Their office is open Monday through Friday from 8:00 AM to 5:00 PM, and closed on weekends.
How can I contact Hawaii Wealth and Legacy Planning Group for an appointment?
You can call them at +1 808-784-3289 or email Lorene.Watasaki@ampf.com. Online appointments can also be made through their contact website.
Does Hawaii Wealth and Legacy Planning Group provide online or onsite services?
Yes, they offer both online appointments and onsite services to their clients.
Which languages does Hawaii Wealth and Legacy Planning Group support?
They provide services in English.
Is Hawaii Wealth and Legacy Planning Group affiliated with any larger organization?
Yes, it is a private wealth advisory practice of Ameriprise Financial Services, LLC.
What nearby financial advisors can I visit near Hawaii Wealth and Legacy Planning Group?
Nearby financial advisors include Edward Jones - Financial Advisor: Stephen K Kugisaki, George Murakami - Ameriprise Financial Services, LLC, and Stacia Murray - Ameriprise Financial Services, LLC. You might connect with them for additional financial perspectives or services.
Are there any nearby law firms or legal services close to Hawaii Wealth and Legacy Planning Group?
Yes, Smith Himmelmann and Bickerton Law Group LLLP are nearby and can support legal matters such as estate planning and personal injury law.
What nearby local spots can I visit before or after my appointment at Hawaii Wealth and Legacy Planning Group?
You could visit The Tea Farm cafe for a relaxing tea or flowers and gifts, or stop by Clark Hatch Fitness Center if you want to get a workout in before your meeting.