Whatever investment and insurance services you need for your small business in Hawaii, we can assist. Our team of business professionals will take time to listen to you before suggesting a strategy that is right for you. We will customize our solutions for your specific situation.
Group, life, disability and long-term care insurance
Defined Benefit Plan
Complimentary financial education workshops
Key person life insurance
Key person disability insurance
Business continuity insurance
For Business Owners and Employees
Tax, retirement, college and estate planning
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: arenot 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.