CALIFORNIA CONSUMER

Our mission is to provide a customized client experience by delivering professional financial advice and strategies in the areas of insurances, investments, taxes, retirement and estate planning. We strive endlessly to improve our value to our clients by being the primary resource for comprehensive wealth management. Providing high quality in financial planning for our clients is of the utmost importance to us... Securities and investment advisory services offered through Osaic Wealth, Inc., member of FINRA / SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.. Insurance services offered through Summit Financial Advisors which is not affiliated with Osaic Wealth. Osaic Wealth does not provide tax or legal advice. This communication is strictly intended for individuals residing in the states of Hawaii and Nevada. Registrations vary by individual representatives. No offers may..

Primary location: Honolulu United States