Mercer Advisors-Kahului

Comprehensive wealth planning strategies for your life and legacy

The Maui ohana of Mercer Advisors is proud to offer tailored, professional guidance to a wide range of families, businesses, and high-net-worth individuals throughout the Hawaiian Islands. Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises. High-impact decision making: Our comprehensive approach is especially effective when the stakes are high, at critical financial moments. Private and public market investment: Our institutional-grade investing provides access to all types of markets, for those who qualify.

LPL Financial-Doris Saki is a reputable financial firm located in Wailuku, HI, offering a wide range of services to help clients pursue the highest return on their investments. With a commitment to superior client service, they provide professional guidance and resources, including informative articles, interactive financial calculators, and external website links. Their proactive and responsive approach ensures that clients' inquiries and suggestions are addressed promptly, making them a trusted partner in wealth-building strategies. Securities and advisory services are offered through LPL Financial, a registered investment advisor and broker-dealer member FINRA SIPC, while insurance products are offered through LPL or its licensed affiliates. Wailuku Federal Credit Union is not registered as a broker-dealer or investment advisor. The products and services provided by LPL or its affiliates are separate entities from Wailuku Federal Credit Union, and they are not insured by NCUA or any other government agency, nor are they guaranteed by the credit union. The LPL Financial representative associated with this website is authorized to discuss and transact securities business only with residents of AK, HI, CA, CO, NV, OK, OR, WA, TX, and WI.Generated from the website