In our experience, we have found that there are several roadblocks -- lack of goals, inappropriate investments, and procrastination -- that keep most people from achieving financial success. Your ability to pursue your financial goals may depend on how well you are able to steer clear of these roadblocks. Our extensive library of financial articles and reference material is broken down into several areas.
In the areas that are a concern to you, please list some specific topics of interest. For example, if you wanted more information on long-term care, write long-term care in the text box next to Risk Management.
After completing the form, please click on the "Submit" button. Your information will be emailed to our offices and we will prepare you a package from our library. All information will be kept confidential.
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| Hawaii Financial Store, INC. |
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1888 Kalakaua Ave, Suite C312
Honolulu,
HI
96815
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| Phone: (808) 734-3000 Cell: (808) 228-5649 Text: 1+(808) 228-5649 | • | Fax: (808) 727-1933 |
| www.hawaiifinancialstore.com | • | gerald.wilson@concoursepro.com |
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Cetera Wealth Partners is a region of Cetera Advisor Networks. Securities and advisory services offered through Cetera Advisor Networks LLC., member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. This site is published for residents of the United States only. Registered representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information, please contact the representative (s) listed on the site or visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com Securities offered through Concourse Financial Group Securities, Inc (CFGS), a Registered Broker-Dealer, Member, FINRA & SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Hawaii Financial Store, Inc. is independent of Concourse Financial Group Securities, Inc. Please be advised that presently Gerald R Wilson holds Series 63, Series 65, Series 6 and Series 22 registrations in the states of Hawaii, California, Arizona, and Washington. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Gerald R Wilson before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Concourse Financial Group Securities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal. For a copy of CFGS’s Form CRS please visit: https://www.concoursefinancial.com/investor-disclosures [ Important Disclosures and Form CRS | Business Continuity | Order Routing Disclosure | www.ceteraadvisornetworks.com ] |