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2013 Hawaii Five Star Wealth Managers

(page 7 of 11)

Left to right: Two-year winner Barry Hyman, MBA, Hawaii Branch Manager; 2013 winner Alice McDermott, CFP®, Senior Planner; Paul Sutherland, MBA, CFP®, President and CIO

Financial and Investment Management Group, Ltd.

Fee-Only, Values-Driven, Global Investment Management

• Custom, global, tax-managed portfolios

• Unbiased financial planning and guidance

• Independent, objective advice

We apply a thoughtful, proactive, values-based approach to wealth management in our complex dynamic world. FIM Group delivers highly customized advice to families, foundations and businesses. As fiduciaries, we take the responsibility of stewarding your wealth seriously. Our team is committed to helping you flourish through even the most challenging market environments. We welcome the opportunity to be of service.

Founded in 1984, FIM Group provides global investment management solutions to individuals, corporations and advisors. Our dedicated and talented team of professionals works from offices in Maui, Hawaii, Traverse City, Michigan and Onalaska, Wisconsin. FIM Group actively manages more than $550 million in client assets.

 

FIM Group, Ltd.
Phone: (808) 871-1006
Toll-free: (888) 243-8220
444 Hana Highway, Suite D
Kahalui, HI 96732
fimg-hawaii@fimg.net
www.fimg.net

 


 

Three-year winner Eric Higashihara, Financial Advisor

Eric M. Higashihara

Customized Client Service

• Comprehensive approach to financial planning

• Wealth preservation strategies

• 16 years of experience

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

 

Ameriprise Financial
(808) 792-5945
1585 Kapiolani Boulevard, Suite 1630
Honolulu, HI 96814
eric.m.higashihara@ampf.com

Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc., Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.

 

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Aug 27, 2013 03:37 pm
 Posted by  Ponolani

hmm.. Five Stars huh? Bankers are not the sharpest investment people. But are polite though.

Do yourself a favor and get a second opinion if you use a bank to manage your "wealth".

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