Question 1

What is Ward Financial?

Accepted Answer

Ward Financial is a financial planning and wealth management firm located in Manoa, Honolulu, Hawaii. They provide a range of services to individual investors and business owners/entrepreneurs, including financial planning, investment management, retirement solutions, and estate planning.

Question 2

What is the company's approach to financial planning?

Accepted Answer

Ward Financial takes a personalized and customized approach to financial planning. They work with each client to identify their specific goals and develop a step-by-step strategy to address those goals. They also coordinate with other professionals, such as CPAs and estate planning attorneys, to ensure a comprehensive plan is in place.

Question 3

What services does Ward Financial offer?

Accepted Answer

Ward Financial offers a wide range of services, including investment management (equities, fixed income, options, mutual funds, variable annuities), wealth management, financial planning, retirement solutions, wealth transfer, estate planning, education savings, and various insurance products (life, disability, long-term care, fixed annuities).

Question 4

What is the company's focus?

Accepted Answer

Ward Financial's focus is on building long-term, trusted relationships with their clients. They prioritize putting their clients' interests first and empowering them to make informed financial decisions.

Question 5

Who is the President and CEO of Ward Financial?

Accepted Answer

The President and CEO of Ward Financial is Daniel Ward, a senior wealth manager who enjoys partnering with individual investors and business owners/entrepreneurs to create and implement customized financial strategies.

Ward Financial

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About Ward Financial

Frequently Asked Questions about Ward Financial

What is Ward Financial?

What is the company's approach to financial planning?

What services does Ward Financial offer?

What is the company's focus?

Who is the President and CEO of Ward Financial?

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