At Investment and Insurance Services, our job is to take the complicated world of finance and make it easy for you.
You may be looking for a single solution. Perhaps you’d like to invest in a mutual fund, to open an IRA, or to purchase life insurance. We have Financial Advisors, registered through CUSO Financial Services, L.P. (CFS,) who can help you each step of the way. We have the following products and services to help meet your needs:
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Thousands of Mutual Funds
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Annuities-fixed and variable
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Stocks
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Bonds
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Tax Sheltered Annuities (TSAs)
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401(k)s
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IRAs
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Roth IRAs
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SIMPLE Plans
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Individual K plans
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Life Insurance
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Long Term Care Insurance
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529 Plans
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Coverdell Savings Accounts
On the other hand, you may be looking for help saving on taxes or in planning for your retirement or your child’s college education . Our Advisors can assist you in defining your goals, assessing your current situation and creating and implementing a plan to get you where you want to be.
Or, you may have multiple financial questions and be seeking a comprehensive overview of your entire financial situation. Our Advisors can help you there, too.
Click on “Our Associates” to the right and meet our staff. Then, send us an email at hiis@hawaiiusafcu.com, call us at 973-7770 or stop in at a branch to set an appointment to meet with one of our Advisors.
