CMR Financial Advisors
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About
Established in 1987, CMR Financial Advisors serves Honolulu, HI, and its surrounding areas. Committed to simplifying clients' wealth management challenges, the team provides retirement, investment, tax, and estate planning to assist in achieving long-term financial goals. CMR Financial Advisors employs a personalized approach in financial planning and investment strategies, ensuring clients' finances are well-managed. The company's dedication and expertise ensure individuals and families can enjoy a secure financial future.
Highlights
38 years in business
Serves Honolulu , HI
Specialties
Industry
Sales & marketing, Financial services, Healthcare, Retail / consumer goods, Technology / IT, Manufacturing, Real estate, Education, Non-profit, Construction, Other industries
Annual income
Less than $100K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $100K - $500K in revenue, Greater than $10M, $5M - $10M in revenue
Accounting software
QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Preparing tax returns, Preparing financial statements, Managing AR and AP
Accounting for
Individual or sole proprietorship, Partnership, S-Corp, C-Corp / Corporation, Non-profit
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Services offered
Accounting
Business Broker
Business Consulting