From Charles K Tanimura - Financial Advisor, Ameriprise Financial Services, LLC
Setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. We take the time to understand you and your goals, understand those changing markets and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Very approachable staff and leadership in this organization. They exude knowledge and possess a willingness to help wherever they can in your financial needs. I have had a friend at the Hawaii (Oahu) branch named "Neal Onaga" since Y2K. We have been seeing one another with my wife for lunch and such since then, though I've never been in a position to need financial advice/guidance. Well, as we grow older and have more expendable income (the norm), I've found that what I once thought was a "good working knowledge" of wealth management was in fact not so. Neal, on a professional basis, is a great man to help us with this need. The staff is also great. They coordinate all the details in relation to meetings and fine tune the intricacies of that matter to an un-paralleled degree of competence. I could not more highly recommend you contact Brandon (BJ) at the office so as to set-up a meet & greet with Neal. You can't go wrong.