Location:  Kapolei, HI

Contact: Kevin M O'Keefe, AAMS

Office:  (808) 674-0200​​

Contact:  Iolani C. Wright, Real Estate Agent, RS-78855

Ph:  (808) 772-7145

​​​​CENTRAL PACIFIC BANK – MORTGAGE LOAN OFFICER

RESIDENTIAL LOANS 

Central Pacific Bank Home Loans Division is an established market leader in helping people realize their dreams of home ownership in Hawaii. Applying my mortgage banking expertise and resources, I am positioned to provide Hawaii's homebuyers, homeowners and Realtors with innovative products and financial solutions. 

Whether you’re thinking about buying a new home, remodeling, building or simply trying to determine whether or not refinancing is right for you, I can help. I will explain the various loan options available and help determine which option may best meet your goals and objectives.​


​​​​WRIGHTWAY ENTERPRISES (WE)

WEBSITES - VIDEO PRODUCTION - GRAPHIC DESIGN - PRINTING - MARKETING 

Wrightway Enterprises is the official marketing and web design company for Personal Accountant, Inc. With more than 19 years of experience, they have won multiple awards. They design websites, plus produce commercials and videos for a number of companies, large and small.


SOME OF THEIR SPECIALTIES

Websites:Website Designing, Domain Name Registration, Online Stores, E-mail Marketing, Hosting Service & more.

Video:TV Commercials, Corporate & Instructional Videos, Infomercials, Live Events, Weddings, Music Videos & more.

Printing & Design: Business Cards, Logo Designing, Letterhead, Brochures, Flyers, Sales Sheets, Signage, Banners & more!

​​​HRFruition 

Talent Management and Human Resources Services

At HRFruition, we strive to exceed your expectations by streamlining your talent management and human resources needs. We can provide the tools that are vital to the success of your business and deliver the responsive support necessary as employment issues arise.

 
We have supported several businesses throughout multiple industries to ensure compliance and improve overall operations. If your business requires assistance with compliance, employee relations, investigations, training and development, employee engagement, recruiting, creating policies, and implementing procedures, contact us! We’re available to help you navigate through any human resources issue no matter how dynamic.

Contact:  Shanna Uyeda

NMLS #1246632

Ph:  (808) 544-3589 

​​​​rOTHSTEIN INSURANCE SERVICES, INC.

Business Policies & Workers Comp - Contractor General Liability - Group Health Insurance (Home, Auto, Life)


We provide customers a comprehensive risk assessment combined with insurance solutions to minimize their exposure to liability and property loss. We also strive to lower our customers cost of doing business thus allowing them to be more competitive, secure more business and expand in their market place.  ​​Industries we serve include: 
Residential and commercial contractors, technology and consultants, building owners lessor risk, restaurants, retail businesses and product manufactures.


CLIENT SERVICES WE PROVIDE INCLUDE

- An annual risk assessmentfocused on your specific needs for either business or personal insurance.
- 24/7 Accessible Policy information & services through our client portal free of charge at http://www.Rinsure.com
- Claim specialists are available 24 7 through each of our direct carriers toll free claims hot line.

​​​​State Farm – Ahlo Insurance Agency, Inc.

AUTO – HOME – BUSINESS – PROPERTY – LIFE – HEALTH – BANKING 

State Farm’s mission is to help families manage the risks of everyday life, recover from the unexpected, and realize their dreams. A locally owned and operated family business, Ahlo’s agency specialize in insurance policies that are custom-tailored for your specific needs. Their award-winning team will spend the time with you and your family to build a risk portfolio that you understand and are comfortable with. 

SOME OF THEIR SPECIALTIES
Insurance: Auto, home owners, renters, business liability, E&O, workers comp, life insurance
Banking: Auto loans, mortgages, HELOCs, credit cards
Health: Medicare supplemental

• Group Medical Insurance
• Foreign Medical Plans
• Annuities

​​​​Island Dream Homes, REAL ESTATE AGENT

​RESIDENTIAL REAL ESTATE SALES

Aloha!  I have a deep passion for Hawaii, this beautiful place we call home.  For over a decade, I have had the privilege to work with Lisa Wells and the wonderful team at Personal Accountant Inc.  My team at Island Dream Homes have many years of experience in small business, the construction industry, property management, the military, and property investments. We understand that buying, selling and/or investing is a big decision -- we take a personal approach to simplify the process and walk you through every step of the way.  We firmly believe in the "Aloha Spirit" and treating clients like "Ohana".  We would love to meet you and help you achieve your real estate goals. 

• Education Savings
• Estate, Asset Protection 

transamerica financial advisors, inc.

GUARANTEED RETIREMENT INCOME – 401(k) / IRA STRESS TEST - D.I.Y. INVESTING

Aloha, My father Eric Jenson and I work together in a Father-Son partnership. Eric is Transamerica's #1 Advisor in the U.S. and has been doing this for 21 years. Click to purple button to chat with us, and see if we can't maximize your Guaranteed Retirement Income. Thank you!

SOME OF THEIR SPECIALTIES
- Guaranteed Retirement Income: Do you have enough? Could you run out?
- 401(k) / IRA Stress Test: 
Are you taking too much risk? Click the purple button to find out.
- D.I.Y. Investing:
 "Do It Yourself" And start saving for Kid’s College, a New Home, Family Vacation, etc.

- View Our Video To Learn HOW TO GET GUARANTEED INCOME  

OUR PARTNERS 


Aloha! 

I would personally like to introduce you to some of the BEST INDIVIDUALS to work with on the island.  Individuals whom, in some cases, have 10+ years experience working with our company. I trust they will take care of your business at the highest levels. They are on my PERSONAL TEAM, so maybe they can be a part of yours!  Click on any of the individuals below to view sample pricing, and a detailed list of their services.  You can even contact them directly on their page and go to their websites. 

-- Lisa Wells, CEO

Contact:  Eric Wheelwright/CEO

Ph:  (808) 376-4716 

Web:  www.we-productions.com

Location:  Waipio, HI

Contact: Jose Jimenez, CFP, AAMS

Office:  (808) 671-1085

ADVANTAGE INSURANCE SERVICES, INC.

​Health Insurance and Employee Benefits Plans


Advantage Insurance Services, Inc. is a full-service, independent insurance broker, with a complete package of insurance plans for you, your family, your home, and your business.   

For You:  Affordable healthcare insurance plans, life insurance, and personal umbrella coverage. We also provide homeowners and automobile insurance.   For Your Business:  Property, automobile, life, general and professional liability insurance.  We don’t just sell insurance. At Advantage Insurance Services, our approach is to look comprehensively at the risks you face in your professional and personal lives and develop a plan to help you manage and minimize those risks. 


WE SPECIALIZE IN:

• Property & Casualty
• Medicare Advantage Plans
• Employee Benefits

and


• Business Checking and Savings accounts
• SBA Loans

​​​CENTRAL PACIFIC BANK - BUSINESS BANKING OFFICER 

Business Banking Officer Commercial Loans

​​We’re your full-service business banking partner.

Business banking at Central Pacific Bank is designed to meet all your banking needs with maximum ease and convenience. You’ll find all the banking products and service you need in one place. I’ll take the time to understand your business and help you find the solutions that are right for you.

Products & Services I provide:
• Business Line of Credit
• Business Term Loan

Common reasons a business would seek financing: Working capital, equipment or vehicle purchases, inventory, building improvements, expansion, and much more!

EDWARD JONES - MAKING SENSE OF INVESTING

Financial Advisor and Investment Company


Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have the income to cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term. Let's discuss your goals during a financial review. Contact us. 


Products & Services I provide:
• Investments
• Smart Spending & Borrowing


• Life Insurance 
• Long Term Care

Contact:  Chase Jenson 

Ph:  (720) 660-6445 

Email: chase.jenson@tfaconnect.com 

Location:  Aiea, HI

Contact: Tadahiro Meya

Office:  (808) 485-1569


• Final Expense  
• Individual Health Plans 
• Disability Insurance 

Contact: Amy Sharp

​NMLS #639272

Office:  (808) 544-5113

Cell:  (808) 594-8466
Website:

www.CentralPacificBank.com

Handbooks

from $500


Contact: Eric Sohl

Office:  (808) 554-0360

IG:  @HRFruition

Contact:  Nahoku Ahlo

Ph:  (808) 622-8080 

Web:  www.SFHawaii.com

Contact: Allison Galdeira

Direct:  (808) 864-5400

Office:  (808) 777-4223
Website: www.Advantage-Ins.com

Contact: Barry Rothstein

HI Ph:  (808) 339-3032

CA Ph:  (805) 648-6595 x102
Website: www.Rinsure.net