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Resources

Trust Companies

Bank of Hawaii  www.boh.com or call Stephanie Asato: 733-7716

First Hawaiian Bank www.fhb.com or call Chieh Fu Lu: 551-2520

Central Pacific Bank www.cpbi.com or call Jerry Mann: 544-6800

Accountants

Kailua:

June Russell, C.P.A  263-6900

Diane M. Sandlin, C.P.A.  261-6847

Tammy Ho, C.P.A. 266-1800

Aiea:    

James K. Michishima www.imacpa.com

Downtown:

A.Warren Duryea, C.P.A. 526-1990

East Oahu (Kaimuki/Hawaii Kai):

Peter A. Matsumoto, C.P.A. 495-5492

Financial Planners

Harry Kasanow, CFP  www.kasanowandassociates.com

Bill McRoberts,CFP,CLU,ChFC,EA www.mcrobertsandassociates.com

Mel Hertz, MBA,CFP www.theretirementcoach.org

David B. Jacobs, Ph.D. www.pathfinderfs.com

Jeff White, CFP 377-8889

Linda Scheideman CFP (New England) 521-0818

Steve Davidson, CFP 532-2131

Les Andrews, CFP 521-401k www.Andrews-Enos.com

Jerri Jessop, MBA 952-1222/952-1231

Doug Bales (First Command) 487-7222 Ext.131  www.firstcommand.com

Geal Fukumoto Talbert, CLU,ChFC (Edward Jones-Kaneohe) 247-2072

Chris A. Byrer (Edward Jones-Kaneohe) 235-0111

David Nako (Edward Jones-Downtown) 533-4980

Cindi John (Edward Jones-Downtown) 591-8757

Scott Hampton (Edward Jones-Kailua) 262-1350

C. Ryan Holt (Edward Jones-Pearl City) 454-1932

Danny Alvarez (Edward Jones-Aiea) 487-5066

Andrew Glatzel (Edward Jones-Kaimuki) 735-6500

Life Insurance Agents

John T. Turner 295-4608

Gary Powell (New England) 521-0818

Cam Cavasso (Mass.Mutual) 537-4591 Ext.225

William (Billy) C. Pieper,II (Benef. Life) 254-1500

John I. Seth, CLU (Prudential) 566-6777 Ext.5122

Laura T. Kunewa (State Farm-Kahala) 737-5662

Randy Nishii (State Farm-Kailua) 262-6155

Appraisers:

Richard B. Dole ASA,CFA,CFP (Business) 537-6007 www.dolecapital.com

Eddy N. Kemp, CPA (Business) 239-9300

Miscellaneous

Senior Focus Hawaii   Mission: To provide information on services, activities and other matters of value to Hawai`i Seniors in an easy to navigate and understandable format. FREE Membership:

Hawaii Dept. of Taxation  www.state.hi.us/tax

Internal Revenue Service - Forms www.IRS.gov

Estate Administration Services www.estateadminservices.com

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