Investment Services

Investment planning consultant listening to her coworker

Your Financial Objectives, Realized

Our East West Investment Services financial consultants can tailor a diverse range of investment options to help meet your goals and administer them according to your objectives. We like to think of it as investing made easier.

Couple receiving advice from investment planning consultant holding a tablet

Investment Planning

We'll customize an investment and wealth management plan just for you, employing asset management, portfolio monitoring, tax-advantaged and alternative investing, and more.

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Smiling couple receiving advice for life insurance options

Insurance Planning

We help you plan for life's events, expected or not, offering a full range of life, disability, and property insurance options as well as risk management strategies.

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Need help?

For questions or help with financial planning:

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Mon through Fri

8:30 am to 5:30 pm PT