Hawaii Community Federal Credit Union Convenience Community
 
E-BRANCH
CALL24
ATM
CURRENT RATES
CONTACT US
LOCATIONS
HOME > SERVICES >  INVESTMENT SERVICES
Plan your financial future. With the help of an expert.

 

 

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 Fassbender, Financial Advisor Steven R. Fassbender, CFP, CLU
LPL Financial Advisor
(808) 930-7700

 

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
Ohio
Oregon
Virginia
Washington
  • Not NCUA insured
  • No Credit Union Guarantee
  • May Lose Value
 
 
     

 

NCUA LogoEqual Housing Lender Logo        

Accounts | Loans | Services | About Us | Security | Sitemap | Terms & Conditions | Privacy & Account Disclosures |  Funds Availability

 

Watch it grow.