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Investment ServicesPlan your financial future with the help of an expert.

Investment Services

 

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
(808) 930-7773
steven.fassbender@lpl.com
Products:
Mutual Funds
Fixed & Variable Annuities
Stocks/Bonds
IRAs: Traditional & Roth
401(k) & Rollovers
Life Insurance
Services:
Financial Planning
College Planning
Retirement Planning
Estate Planning
Inheritance Planning
Risk Management
Portfolio Assessment
 


Check the background of this investment professional on FINRA's BrokerCheck


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:

Alabama
Alaska
Arizona
California
Colorado
Hawaii
Idaho
Michigan
Minnesota
Mississippi
Missouri
Montana
Nevada
Oklahoma
Oregon
Utah
Washington

Not Federally Insured Not Credit Union Guaranteed May Lose Value