Investments
PEARL HAWAII WEALTH ADVISORS
We'll help you handle those big decisions—so you can watch your money grow.
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We'll find your best fit
When it comes to investments, one size does not fit all. We can sit down with you and help you build (or improve) a portfolio for your life and circumstances. If you've ever felt overwhelmed by the possibilities of investing, come to us.- Mutual Funds
- Stocks and bonds
- Options
- Unit investment trusts
- Annuities and more!
The professionals are here
Our advisers are from CUNA Brokerage Services Inc.*, a broker dealer focused on Credit Unions and our members. Give us a call at 808-737-4328 (73-PHFCU) to set up an appointment.
*Pearl Hawaii Wealth Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.
FR-2588889.1-0619-0721