Yelp Review We've been so fortunate to be working with Ethan…read moreand his team since 2023 and it has been life changing for our family. Ethan helped us organize our household finances to ensure that we were able to meet our current and future financial needs for our growing family. Ethan made us feel so comfortable from our first meeting with his friendly attitude and non-judgmental outlook on financial habits. The first year was focused on financial education and helping us create our financial road map. We had monthly meetings to track our progress and to learn about our cash flow and other useful financial topics. Within that year we were able to pay off all of our high interest debt, lower our spending, and increase our HYSA contribution. Our goals for the second year are still the same but we are now moving forward with maintaining positive financial habits and increasing our cash flow. We do quarterly online meetings with Ethan which fits perfectly for our busy lifestyle and allows us flexibility to meet with him whenever possible. We cannot thank Ethan and April for all of their help and encouragement these past 2 years. We look forward to continue working with them and learning more as we go.

Ethan and his associates inspire trust and confidence with sound, detailed, and expansive advice…read moreand assistance with all aspects of our financial health. From helping managing cash flow, investments, our many 529 accounts for our kids, and our multiple retirement accounts across platforms, Kala Capital is on top of everything. As I approach retirement, I'm all about the future, and Ethan is right there with me, stress-testing and making the future more easily understandable. The advice and assistance are friendly and transparent at all times. We feel very comfortable recommending Kala Capital Partners to anyone who is looking for excellent, highly competent advice.

I have been a client of Garrett's since 2010, before SEA Financial began…read more He has always asked what it is I want to do, and advised me accordingly. He's dedicated, reliable, and quickly responds when I have contacted him with questions. Always warm, friendly and professional, he's really a 'local boy' at heart.

I found Garrett on here and Im so glad I did. I was nervous about taking this big step in finding…read moresomeone to help me navigate towards retirement. After our initial zoom meeting, Garrett's personable attitude won me over. I could tell he was kind and he listened carefully to how i envisioned my retirement and what it would look like. In the past few months, we've had several meetings and he's given me a lot of information to process but this is what i needed. I am confident that with his guidance, I will be able to achieve my goals. Thanks to Garrett i'm not so nervous anymore and I am excited for the journey ahead. Mahalo.

I've been with Charles Schwab for a long time. I'm talking for a very long time. One of the…read morereason's I've been with them for such a long time is because my dad started me investing since I was younger with Charles Schwab and I never left them. Some of the reasons to be with them are below. I broke down some advantages and some disadvantages. The disadvantage has a easy fix if you ask me. If you are a beginner investor or a player in the stock market, Charles Schwab is an excellent place to invest and is often rated as one of the best overall brokerage firms in the industry. It caters to a wide range of investors, from beginners to advanced traders, offering a robust combination of low costs, comprehensive tools, extensive research, and strong customer support. They also provide resources for virtually all types of investors. Beginners benefit from extensive educational materials and support, while active traders gain access to the powerful, customizable thinkorswim platform that they acquired when they merged with TD Ameritrade. They offer $0 commissions for online U.S. stock and ETF trades, no account minimums, and no annual account management fees. Wide Range of Offerings: You can invest in a vast array of assets, including U.S. and international stocks, ETFs, mutual funds (over 7,300 are no-transaction-fee), bonds, options, futures, and forex. Strong Research and Education: Clients have access to high-quality proprietary and third-party research from firms like Morningstar and Argus, along with top-tier educational content, live webinars, and charting tools. Customer Support: The firm is highly regarded for its customer service, offering phone, chat, and in-person support through its extensive network of physical branches. Me and my family has witnessed this as we spoke to No'e (sp?) at this branch and he helped us out a lot with his vast knowledge with our parents living trusts and all the paperwork that went along with it. He was very helpful as well as his mainland counterparts. One big drawback is the lack of Direct Cryptocurrency Trading: Schwab does not offer direct spot trading of individual cryptocurrencies, though it provides access to crypto-related funds and ETFs. Then again you can do this yourself. Just make sure you have a digital wallet where you can take your crypto offline so no one can hack you. Just don't lose it as you can't retrieve it once it is lost or stolen. Come on down and see how Charles Schwab can help you secure you financial planning and investing.

Seems many Charles Schwab's offices. If it's the one with Kim Mullen as partner, definitely avoid…read more Witnessed my friend go through some unfortunate servicing there. However, if it's another office, not related, then it should be okay.

I highly recommend Agape. Gene prepared my tax returns for the past three years. The process was…read moreseamless and efficient

I hired Gene and his team this year to file taxes and was hoping to create a long-term financial…read morerelationship with them. They are nice people and were really helpful with filing this year as well as previous years outstanding taxes. Unfortunately 6 months later it's still not complete and I am trying to finalize payment plans on my own. I tried to contact Gene multiple times with either no response or no follow through, so I ultimately ended my business with them. He did apologize and offered to finish the job after I ended our business, but it's been dragging on and weighing on me for over 6 months and a new tax season is coming up again in only 2 months and it's just not worth the headache anymore. I would not recommend hiring Agape Wealth Management unless you have easy simple taxes that don't need any communication or follow up from them.

Our investment advisor has definitely helped our funds grow over the years. The proceeds are…read moretaking care of our refinancing(3x) on our home, remodeling our two showers this summer and more. His two female employees are top notch with fantastic work ethic, so pretty and charming. Usually we come in for an update on our accounts twice a year. The holiday visit is extra special because his wife is a talented baker and jelly maker. We got a decorated tote bag again today, yay! Happy holidays. Thankyou!

I love my WFA! Its been two years and I chose to be a moderate investor, which made me money but if…read moreI was aggressive, I would have made 3 times as much. So I had it changed. Told him that I want to be more aggressive in my investments so that I can make some money. Right now, the one investment that I told him to buy, has lost money. But he suggests to hold on to it. Cause its a small amount. I should have listened to him about not buying that stock. Hmmm, I need to remember thats why they are called advisors. Need to listen to my advisor!

Jabcx? Really? All of it in that one fund. With a 1.6% expense ratio and a back end load fee for…read moreselling? Criminal

if I could give them a zero star, I would, but one is the lowest so here goes. My father passed…read moreaway a few months ago, and had a modest sized investment with Ameriprise in Honolulu. My mother was the beneficiary and she decided she would like to cash my Dads money out. So I took my frail 81year old mother who walks with a walker and has shortness of breath, down to the Ameriprise office at 1585 Kapiolani Blvd and spent two hours filling out the required forms and providing them with bank account info so the money could be directly deposited. After a two week wait, we find out that "something happened" and "we don't know why" but the money was reversed and taken back by Ameriprise. No explanation given, no phone calls. No emails. So where is the money??? No one seems to know or have answer. Not surprisingly, Ameriprise is keen to take your money but not so much to give it back. This is the last company id ever trust with my money and would never do buisness with such a bunch of dishonest investment brokers.

If you're like my husband and I, you work to make ends meet, with hopes you can retire in the…read morefuture. We didn't have money to invest while we were working, but figured we both had pensions, an annuity and a 403b so hopefully we were okay. We sat down with a few financial advisors throughout the years, but never felt the connection with them or the fees to hire a financial advisor was out of our reach. Some financial advisors told us we didn't have enough monies to retire until age 67. Well last year on the recommendation of a work friend, I convinced my husband to attend a free retirement seminar EA Buck had in the Kapolei area. Hesitantly, my husband agreed saying he would accompany me, but going to classes was not his thing. To my surprise he enjoyed the seminar, participated in the Q&A's, felt the speaker was knowledgeable and said, let's sit down with one of their advisors and see what they say. A few weeks later were set to meet with Justin Hodges of the Kapolei office. That day changed our lives. Justin reviewed our portfolio, listened to what we had to say, entertained our ideas of wanting to retire early and actually said it was possible. What??? Really!!! Retirement in Las Vegas at the age of 55 and 57 was possible and a good idea? No negative response like that's a bad idea, or you don't have enough monies? How much is it going to cost us to work with you Justin? ...Nothing up front, you make money off of our investments? You can also manage everything remotely even when we move to Vegas? This is too good to be true!!! We now meet with Justin often. I bother him all the time by email or text. I ask him the same question all the time. We've become good friends. Justin is awesome! Easy to talk to, funny, knowledgeable in the tax and retirement rules and laws and he's smart. We're fortunate to have met him, we have full trust in his strategies and abilities. We recommend EA Buck and especially Justin Hodges to all our friends and family. Young and old it's never too early to work with EA Buck to set your retirement foundation. Wish we meet Justin sooner.

Very poor company to work with, all seemed good until they got me to invest with them, then…read morecrickets. Will not return your call or e-mail unless you act like you have more money to invest. Also, they invested my money in a security and I recnetly tried to take the money out, they told me I had to contact the company they invested the money in directly to get my money out. After going round and round with the company they said my broker needs to do the transaction, I contacted EA Buck and they have not replied back to my request for assistance in getting my money out. Also, I invested this money with them back in 2011 and when I went to try and get my money out it had only earned approximately 10% over the past 15 years. Terrible company and terrible service.

Usually, we have a yearly view of our accounts. Well it's that time now. I've been using Morgan…read moreStanley under purview of Jimmy Bennett. He has extensive experience at New York Stock Exchange and a technique which makes sense. He handles millionaire accounts which speaks for itself. He's grown my minuscule account and grown it. My friend is quite happy with her account! $1.1 million to $1.5 million within a short period despite market going up and down drastically. I prefer to put most of my money into investment versus banking interest rates of .04%. I'm at 9% on my accounts. My money is working for me and ever so grateful for Jimmy who is honest, personable, and hardworking in the wee mornings. If you really want someone to grow your money? See Jimmy Bennett. I referred lots of families and friends who are quite happy and love the excellent services and any questions about their accounts, and/or trends in the market. Call Morgan Stanley on Bishop Street....

Well, I have the top Wealth Management team managing a portfolio running between 825K and a whole…read moremillion buckaroos so yeah - I Morgan Stanley!! This is generational wealth in the sense that my Grandparents lost everything in the depression, left a little portfolio to my 100% Scots mom who squeezed every last penny until it begged for mercy and left almost 825K to me. In the meantime I paid almost 100K to re-roof my domicile in 2016, got through the Pandemic unscathed, just loaned 20K to my oldest daughter to buy her first home with her domestic partner (in Vermont) ... So yeah, I recommend Morgan Stanley.

10/1/2021 Employment Separation After Allegations…read moreJanell Israel LPL Financial LLC Termination Type Discharged Allegations Failed to adequately notify Firm of roles as power of attorney and trustee for customer. Provided loans to that customer as well as family members without prior notice to Firm. ( Stole money from deceased clients trust, paid back after caught)

Janell Israel & Associates has been preparing my taxes since I've began my current line of work…read more They are located on the 16th floor of the Ala Moana Pacific Center Building on the corner of Kapiolani Blvd & Kaheka Street. You may know this building because Shokudo Japanese is right on the ground floor. I was first introduced to Janell herself via my other half as he's been going to them even longer than me. I first started going here almost 10 years ago, also met Lena who is their front desk receptionist, she cracks me up a ton! These past two years, Nicky has taken on me and my husband's tax preparation. They're on the conservative side, so they don't go crazy on trying to write off every single expense you have in your line of work. What makes our visits to the office so rewarding, is you get to catch up on gossip sessions with Lena and enjoy all her chocolates and Biscoff cookies:-)

Love working with Matt! Matt is super professional and really appreciated him making me feel at…read moreease and comfortable with the investing process since i was nervous this being my first time. He gave me realist goals for my life and families future,he educated me through it all. Mahalos Matt

Extremely personable and helpful. Patient with someone who is just getting their bearings…read morefinancially.