Broker Check
(808) 844.8338
hiis@hawaiiusafcu.com
Locations
Account Consolidation

Account Consolidation

If you have multiple investment portfolios and insurance accounts, consolidating them can give you a better handle on your money. Our LPL financial advisors can help you take control of your assets.

See what you have and how it's performing

Many people have a difficult time keeping track of their 401(k)s from previous employers or various insurance policies and statements. We’d like to get you organized so you know what you have, and our LPL financial advisors might even be able to consolidate some of your accounts to simplify everything, especially if you have multiple 401(k)s or other similar investments.**

  • Get a better understanding of how your investments and insurance policies are working for you
  • Find out how to read your statements and how to manage any gains your assets have accumulated

If you’d like to talk to us today about consolidating your accounts, please call (808) 844.8338.

Have a Question?

Thank you!
Oops!