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Products & ServicesWe exist to serve your needs. Check out our competitive benefits and services.

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

Certified Financial Advisor

LPL FINANCIAL ADVISORS


Steven R. Fassbender, CFP, CLU

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 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 Advisor
Registered Principal
(808) 930-7700
steven.fassbender@lpl.com
Products:
Mutual Funds
Fixed & Variable Annuities
Stocks/Bonds
IRAs: Traditional & Roth
401(k) & Rollovers
Long Term Care Insurance
Life Insurance
Services:
Financial Planning
College Planning
Retirement Planning
Estate Planning
Inheritance Planning
Risk Management
Portfolio Assessment
Financial Planning offered through LPL Financial


Securities and insurance products offered through LPL Financial and its' affiliates. Member FINRA/SIPC.

LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:

Hawaii
Alaska
Arizona
Arkansas
California
Michigan
Minnesota
Nevada
Oregon
Washington
  • Not NCUA insured
  • No Credit Union Guarantee
  • May Lose Value