Heir Associates

Heir Associates Define Your Legacy with Heir Associates. We guide you through the process of uncovering your full financial capabilities. (808) 227-2581

HEIR Associates is dedicated to entrepreneurs, veterans, and their families. We combine expertise, empathy, and a deep understanding of the unique financial journeys each group undertakes. Our team is committed to empowering entrepreneurs to succeed in their ventures and helping veterans achieve financial stability and independence post- service. We salute your dedication and honor your entreprene

urial spirit, providing the financial guidance and support you deserve. Robert Reich is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, Robert Reich is a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC (Member FINRA/SIPC). A Licensed Insurance Agency.

841 Bishop Street Suite 1900
Honolulu, HI 96813
(808) 227-2581

Neither Heir Associates nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Heir Associates is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

Innovation often starts with a problem. Smart financial tools come from solving real-life challenges.
05/29/2026

Innovation often starts with a problem. Smart financial tools come from solving real-life challenges.

We help clients coordinate with their legal professionals to review and structure their estate plans. The client's attor...
05/26/2026

We help clients coordinate with their legal professionals to review and structure their estate plans.

The client's attorney will handle wills, trusts, and succession considerations. We do not provide legal advice, but we help ensure the appropriate conversations are happening with the right professionals.

Interested in a free discussion? Book here: https://bit.ly/4dKxkpt

Your experience, discipline, and resilience all come with you. Even if things feel uncertain, you are building on a stro...
05/26/2026

Your experience, discipline, and resilience all come with you. Even if things feel uncertain, you are building on a strong foundation.

Progress looks different in every season. Whatever season you are in, let us help you navigate it: https://bit.ly/3Q3LwSK

Today, we honor and remember the fallen who gave everything for our freedom.At Heir Associates, serving those who have s...
05/25/2026

Today, we honor and remember the fallen who gave everything for our freedom.

At Heir Associates, serving those who have served is at the heart of what we do, and we are proud to stand alongside our Military and Veteran community.

Every financial plan should account for the unexpected. We help clients evaluate potential risks and think through strat...
05/20/2026

Every financial plan should account for the unexpected. We help clients evaluate potential risks and think through strategies designed to protect income, assets, and long-term goals.

This process often includes coordination with other professionals to ensure a well-rounded approach.

Book a free meeting: https://bit.ly/4dSV1xc

We were proud to sponsor the Hole in One Contest this week at the Honolulu Executives Association tournament at the beau...
05/16/2026

We were proud to sponsor the Hole in One Contest this week at the Honolulu Executives Association tournament at the beautiful Kapolei Golf Club.

Our Hawaii agent, Rob Reich, had a fantastic time connecting with fellow professionals, supporting the local community, and cheering golfers on for their shot at $10,000! Mahalo to everyone who made it such a great event.

Value isn’t always face value.Rarity, history, and demand can change everything.
05/15/2026

Value isn’t always face value.
Rarity, history, and demand can change everything.

Everything starts with understanding how money flows in and out.We work with clients to build clarity around income, exp...
05/13/2026

Everything starts with understanding how money flows in and out.

We work with clients to build clarity around income, expenses, and overall financial habits. The goal is to create structure that supports both current needs and future goals.

When needed, we collaborate with other professionals to ensure planning aligns with broader financial considerations.

Book a FREE review: https://bit.ly/4u9gRlV

Life changes, and your plans should reflect that.Marriage, children, career shifts… these are all moments to revisit and...
05/11/2026

Life changes, and your plans should reflect that.Marriage, children, career shifts… these are all moments to revisit and ensure everything is aligned with your current situation.

Simple updates now can prevent complications later. Book your FREE meeting and lets do a full review: https://bit.ly/4tXBvVY

A plan for your money gives you control. Without one, it is easy to wonder where it all went.
05/08/2026

A plan for your money gives you control. Without one, it is easy to wonder where it all went.

Address

841 Bishop Street, Suite 1900
Honolulu, HI
96813

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+18082272581

Website

Alerts

Be the first to know and let us send you an email when Heir Associates posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Heir Associates:

Shortcuts

Share

Category