38 | The Source Member Directory: Financial Institutions & Planning Bank of Hawai‘i - West Hawai‘i Market 74-5457 Makala Blvd. Kailua-Kona, HI 96740 (808) 854-2164 boh.com/personal BOH serves businesses, consumers & governments in Hawaii & the West Pacific. We have the most extensive branch, in-store branch, & ATM network in the state + 24-HR phone & online banking services. Central Pacific Bank Mitch Roth 75-1010 Henry St. Kailua-Kona, HI 96740 (808) 544-0500 cpb.bank mitch.roth@cpb.bank As we celebrate our 70th anniversary, we are proud to continue empowering individuals and strengthening our community, by taking care of the financial needs of our customers. Take Your Business to the Next Level You’ve worked hard to build your business - now let’s work together to help it grow. Join ASB’s Buy Local Program and team up with a bank that’s committed to supporting local businesses like yours. For details on opening an account or for a complete list of offers by island, visit asbhawaii.com/buylocal Member FDIC. ©2025 American Savings Bank, F.S.B. Discount Offer for Your Customers Promotion at ASB’s Events Free Marketing Collateral Advertisement on ASB’s Digital Channels PROGRAM FEATURES: cuhawaii.com CU Hawaiʻi Federal Credit Union • Nicole Raymond 75-5781 Kuakini Hwy. Kailua-Kona, HI 96740 (808) 933-6700 cuhawaii.com CU Hawai‘i is a member owned financial institution serving individual members and island wide businesses. We offer competitive rates on savings and loans and have 7 branches across Hawai‘i Island. Edward Jones - Brett Carey 73-5618 Maiau St. #A205 Kailua-Kona, HI 96740 (808) 331-1344 edwardjones.com/brett-carey brett.carey@edwardjones.com Local financial advisor just above the Costco area in Kona. Taking on new clients. Offering financial advising and financial planning for businesses and individuals. Edward Jones - Andrea Chen 25 Kāneʻohe Bay Dr. Kailua, HI 96734 (808) 445-6082 edwardjones.com/andrea-chen andrea.chen@edwardjones.com Provide clients and businesses strategies for financial goals. I can provide guidance in the following areas: investments, retirement, insurance, employer retirement, estate, education savings. Finance Factors Ltd. Anne Reid 1164 Bishop St. Honolulu, HI 96813 (808) 532-7147 financefactors.com anner@financefactors.com We specialize in residential real estate loans for purchase, refinance, cash-out and home equity, as well as commercial and real estate loans. First Hawaiian Bank - Kailua-Kona Kai Steuer 74-5593 Palani Rd. Kailua-Kona, HI 96740 (808) 329-2461 fhb.com ksteuer@fhb.com First Hawaiian Bank is Hawaiʻi’s oldest and largest bank. It offers a wide variety of personal and business banking solutions, exceptional customer service and security that brings peace of mind. Hawai‘i Community Federal Credit Union • Nellie Medeiros 73-5611 Olowalu St. Kailua-Kona, HI 96740 (808) 930-7700 hicommfcu.com info@hicommfcu.com At Hawai‘i Community Federal Credit Union, you're more than a member, you're ‘ohana. We offer personal and business banking services including checking accounts, savings accounts, credit cards, mortgages, HELOCs, auto loans and more. Learn more about us, bank online or visit one of our Hawai‘i Island branches in KailuaKona, Kealakekua, Kohala, Kaloko and Honoka‘a. HFS Federal Credit Union • Nathan Abe 74-5586 Palani Rd. #5 Kailua-Kona, HI 96740 (808) 930-1400 hfsfcu.org hfs_operations@hfsfcu.org The credit union difference - not for profit. Surpluses are returned to our members in the form of lower rates on loans and higher rates on savings. We are committed to providing convenient and friendly service in an efficient, dependable and personalized manner. Our values of care, humility, integrity, and passion underlie everything that we do. Merrill Lynch Wealth Management– Jason Ikaika Hauanio 78-6831 Aliʻi Dr. #413 Kailua-Kona, HI 96740 (808) 322-1577 fa.ml.com/hauanio ikaika_hauanio@ml.com With over 35 years of combined experience in financial planning, our advisors are dedicated to providing clients with the finest individually tailored approach to financial and investment strategies. Merrill Lynch Wealth Management – Eoin Mast 78-6831 Aliʻi Dr. #413 Kailua-Kona, HI 96740 (808) 322-1584 fa.ml.com/eoin-mast michael.mast@ml.com Merrill Lynch is a global wealth management company providing financial advisory services. Merrill Lynch is owned by Bank of America which provides significant resources and safety for our clients. Morgan Stanley Wealth Management Dale Suezaki 75-240 Nani Kailua Dr. #4 Kailua-Kona, HI 96740 (808) 334-2740 morganstanleyfa.com/dale.suezaki dale.suezaki@morganstanley.com We provide individuals, families, businesses and institutions with indispensable financial services. Stadia Financial • Kari Clark 65-1230 Māmalahoa Hwy. #D21 Kamuela, HI 96743 (808) 896-3753 stadiafinancial.com kclark@stadiafinancial.com Stadia Financial provides accredited investors reliable monthly investment income, capital preservation, and protection from market volatility. Additionally, we have our Legacy Gifting Program. Trans World Metals, Ltd. Justin Armijo P. O. Box 5517 Kailua-Kona, HI 96745 (310) 499-8611 transworldmetalsltd.com twmltd@hawaii.rr.com Trans World Metals trades worldwide in precious & strategic metals offering physical or IRA, 401k, 403b delivery. We’re the "only" authorized dealer in Hawaiʻi for the Dept. of the Treasury - U.S. Mint.
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