Charting a Course for Family Security

Resources

Trust Companies:

Bank of Hawaii  www.boh.com or call Billy Pieper: 694-4825

First Hawaiian Bank www.fhb.com or call Curtis Saiki: 525-6232

Central Pacific Bank www.cpbi.com or call Jerry Mann: 544-6800

Accountants:

Kailua:

June Russell, C.P.A  263-6900

Diane M. Sandlin, C.P.A.  261-6847

Tammy Ho, C.P.A. 266-1800

Aiea:   

James K. Michishima www.imacpa.com

Downtown:

Gayle Tasaka, C.P.A. 628-6750

East Oahu (Kaimuki/Hawaii Kai):

Peter A. Matsumoto, C.P.A. 395-5492

Financial Planners:

Jodi Nozoe-Chang, CFP (UBS) 526-6989

Daniel Robertson,CFP (Ameriprise) 952-9700 Ext. 19

Bill McRoberts,CFP,CLU,ChFC,EA www.mcrobertsandassociates.com

Linda Scheideman CFP (New England) 521-0818

Steve Davidson, CFP 532-2131

Les Andrews, CFP 521-4015 www.AndrewsLLC.com

Jerri Jessop, MBA 792-5958

Ian Fitz-Patrick (Merrill Lynch) 525-7323

Life Insurance Agents:

Gary Powell (New England) 521-0818

Cam Cavasso (Mass.Mutual) 537-4591 Ext.225

John I. Seth, CLU (Prudential) 566-6777 Ext.5122

Leo Hancock (John Hancock) 255-5985

Appraisers:

Richard B. Dole ASA,CFA,CFP (Business) 537-6007 www.dolecapital.com

Eddy N. Kemp, CPA (Business) 239-9300

Miscellaneous:

Senior Focus Hawaii   Mission: To provide information on services, activities and other matters of value to Hawai`i Seniors in an easy to navigate and understandable format. FREE Membership:

Hawaii Dept. of Taxation  www.state.hi.us/tax

Internal Revenue Service - Forms www.IRS.gov

 


Downtown Office

Pacific Guardian Center
733 Bishop Street
Suite 2357
Honolulu, HI 96813

Kahala Office

Kahala
1215 Hunakai St
Suite 209
Honolulu, HI 96816

Leeward Office

Pearlridge Office Center
98-211 Pali Momi Street
Suite 402
Aiea, HI 96701

Windward Office

Pali Palms Plaza
970 N Kalaheo Ave
Suite A-200
Kailua, HI 96734