The Merrill Lynch Kona Office focuses on delivering wealth management strategies to high net worth individuals and businesses while delivering quality service. Our goal is to assist clients in wealth accumulation, wealth preservation, and wealth transfer strategies through customized wealth planning. The process includes asset allocation, portfolio management, liability management, tax minimization, and asset preservation.

 

WEBSITE: http://www.local.ml.com/kona
PHONE: (808) 322-6000
DIRECTIONS: 413
BEST ENTRANCE: Ali'i Highway
FACBOOK: https://www.facebook.com/habaneroskeahou/