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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.
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Steven R. Fassbender, CFP, CLU LPL Financial Advisor Registered Principal (808) 930-7700 steven.fassbender@lpl.com |
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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 |
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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: |
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Hawaii Alaska Arizona Arkansas California |
Michigan Minnesota Nevada |
Oregon Washington |
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