Lean 2 Financial: Trusted Insurance and Financial Services in Hawaii
Lean 2 Financial provides personalized insurance and financial solutions to individuals, families, and businesses in Honolulu, O‘ahu, and the Neighbor Islands. As a locally owned business, we specialize in health insurance, Medicare plans, life insurance, property and casualty coverage, employee benefits, and retirement planning, including annuities. With free consultations and expert advice, we simplify complex decisions and tailor plans to your unique needs. Protect your future and enjoy peace of mind with Lean 2 Financial—Hawaii’s trusted partner in financial security.
I have referred a few of my friends to Jason for help with life insurance and Medicare. They were very happy that he was able to find plans that were affordable and made sense! Highly recommend!
MA
Matt Ammirati
Feb 19, 2025
5.0
Incredible service and assistance. They genuinely care and do a great job to make sure you feel and understand that. 100/100!!
PR
Paul Rose
Feb 17, 2025
5.0
Jason and the Lean 2 Financial Team is a great resource for Medicare information.
NI
Nam Hee Im
Feb 14, 2025
5.0
Lean 2 Financial was extremely knowledgeable and made my mom feel comfortable. Jason was patient with the process and was always available for questions. I’d definitely recommend him for your financial & Medicare needs.
What types of insurance does Lean 2 Financial specialize in?
Lean 2 Financial specializes in health insurance, Medicare plans, life insurance, property and casualty coverage, and employee benefits.
Does Lean 2 Financial offer retirement planning services?
Yes, they provide retirement planning services including annuities to help clients prepare financially for their future.
Where is Lean 2 Financial located?
Lean 2 Financial is located at 4348 Waialae Avenue, suite 802, Honolulu, HI 96816, United States.
What are the business hours of Lean 2 Financial?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
How can I contact Lean 2 Financial for a consultation?
You can contact them by phone at +1 808-255-4083 or by email at jason@lean2financial.com for a free consultation.
What payment methods does Lean 2 Financial accept?
Lean 2 Financial accepts payment via check and invoice.
Which areas does Lean 2 Financial serve?
They serve individuals and businesses in Honolulu, O‘ahu, and the Neighbor Islands in Hawaii.
Are there any medical professionals near Lean 2 Financial?
Yes, Dr. Sara Haack, MD, a psychiatrist and doctor, is nearby which could be helpful if you need health and medical consultations close to your insurance provider.
What nearby community services are available near Lean 2 Financial?
Hear 4 Hope, a social service organization and non-profit, is nearby, providing community support services which may complement your financial planning needs.
Are there dining options near Lean 2 Financial for clients or visitors?
Yes, DH Catering + Event Planning is nearby offering catering and event services, which could be convenient for meetings or events.