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Investment ServicesPlan your financial future with the help of an expert.
Through a service relationship between Koa Financial Services LLC., a Credit Union Service Organization wholly owned by Hawaii Community Federal Credit Union and LPL Financial LLC we are pleased to offer quality investment and insurance products and services to our members. You can access these whether or not you are a credit union member.
Do you need assistance and counsel planning retirement, or setting up college fund plans? An insurance risk/needs assessment? Or perhaps you need stocks, annuities or mutual funds? Call on Steven. He is available for complimentary consultations to review your current financial situation and work with you to create a customized plan to meet your objectives and secure a better financial future for you and your family.
Steven R. Fassbender, CFP®,CLU®
LPL Financial LLC
LPL Registered Principal
Fixed & Variable Annuities
IRAs: Traditional & Roth
401(k) & Rollovers
Securities and insurance products offered through LPL Financial LLC and its' affiliates. Member FINRA/SIPC.
LPL Financial LLC Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: