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Investment Planning

Investment Planning

If you’re interested in sound investment advice and steady approaches to investing, our CFS* financial advisors are here to assist you. We’ll demystify investing and avoid the fads while creating a solid strategy for you.

Helping your future look brighter

Whether you are making your first investments or you already hold a portfolio of assets, the CFS Financial Advisors at HawaiiUSA are eager to listen to your needs, for today and tomorrow.

If You’re Just Getting Started

  • Begin investing with as little as $50 per month
  • We have plenty of experience helping first-time investors
  • We’ll explain terminology and possibilities so you’re comfortable
  • Discover the importance of a diversified portfolio based on tried and true investing principles

If You Already Own Investments

  • You’ll get personalized service that prioritizes your goals
  • We’ll explain what you own and how to manage it today and into the future
  • We offer assistance in organizing multiple investment accounts

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

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional, information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

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