Welcome to Ward Financial located in the heart of Manoa, Honolulu, Hawaii. Trust is the basis of every relationship we have with our clients. You can be confident that we will be with you every step of the way, always putting your interests first in everything we do for you.
Aloha! My name is Daniel Ward and I am the President & CEO of Ward Financial. As a Senior Wealth Manger I enjoy the opportunity to partner with individual investors and business owners/entrepreneurs, on creating and implementing strategies that work toward specific financial goals. Whether it’s planning for retirement, saving for college for children or grandchildren or just trying to protect the financial future of the ones that we care the most for, I take the time to identify each goal and develop the strategy to address it. I also coordinate and work in tandem with other professionals who include CPAs, Estate Planning Attorneys and Life Insurance Specialists and Agents to execute needed actions.
Working Together
We develop a customized financial plan to help our clients feel empowered in their financial decisions.
Why Choose Us?
We create an individualized step-by-step process for each client.
Trusted Process
Once we’ve identified your goals, we walk you through a plan of appropriate financial strategies to suit your vision and objectives.
Innovative Financial Planning Strategies
Investments
Equities
Fixed Income
Options
Mutual Funds
Variable Annuities
Wealth Management
Financial Planning
Investment Analysis
Retirement Solutions for Individuals & Businesses
Wealth Transfer
Estate Planning
Education Savings
Custodial/ABLE Accounts
Social Security Planning
Insurance
Life Insurance
Disability Insurance
Long Term Care Insurance
Fixed Annuities
Defined Benefit Plan
Key Man Insurance
Turn your goals into reality
Helping you and your family build a successful future is important to us. Contact me to schedule a complimentary review
| Daniel M. Ward President & CEO Senior Wealth Manager Ward Financial 2800 Woodlawn Drive # 287 Honolulu, HI 96822 daniel@ward.financial 808.255.8381 |
Ward Financial – Financial Planner in Honolulu (business.site)
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