If you're like my husband and I, you work to make ends meet, with hopes you can retire in the future. 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. read more

I have now called 3 times and have yet to hear back. We are long time customers - over 30 years with numerous policies. Seems like they sell you something you're forgotten. read more

They invited me to a free dinner to talk about how retirement plans and taxes work, and offer their services to help convert traditional 401ks to Roth IRAs. I don't know who's selling my data to them but I am only in my 30s and was clearly the youngest person in the room. I even said out loud I'm only there for the free dinner. I did not sign up for a free appointment afterwards, and they followed up with a call which I did not answer. You'd think after they saw me in person that I didn't fit their demographic and would take me off the mailing list. Surprisingly I got another free dinner invite a few months later. So I went again for the free food. Had a wonderful conversation with the couple across the table, interacted with the presenter even more, who clearly saw I was young and financially literate. And again the sales rep (not the presenter) called again the next day. I picked up this time to see what they'd say. He said "Oh I see this is your second time attending the dinner. Would you like to make an appointment?" I said "No I don't have any traditional 401k's only Roth 401k's." and he said "Then why did you attend the dinner?" and I replied honestly "For the free food." And then he berated me saying "Okay we're not inviting you again. We can't have people who show up just for the food. There are families out there that really need our service and we can't have you taking up a seat." and I said "Okay that's fine." and then he went on another tangent guilt tripping me for attending their dinner that THEY invited me to TWICE. So instead of just, not sending me another mailer and moving on with my life, now I'm letting everyone know about their slimy marketing tactics and gaslighting someone who was clearly not a potential client, at this point in time (and now will never be one). read more

Do not trust their guidance. The advisors that I have promised one thing but the results are another. Do you due diligence prior to signing anything. read more

Advisor Roy Murai got me to foolishly invest in oil drilling projects which are highly risky. He told me very wealthy people invest in oil. My tax accountant told me everyone if her clients lost big on these type of investments. I was shown large payments he personally received. I invested a lot and did get a good payment. Once or twice. After that the well dried up. One well hit big but I guess it was so good the managers sold it probably to themselves. I'd say I lost 40% of my investment until they closed up the K1. He told me wells generally go on for many years. But it lasted a few months before things started going bad. I called an executive of the company and was told wells don't last very long. My fault for trusting him. He probably lost money so needed commissions to make his money back. I called a few times and he never called back. I saw him once on the street. He gave me a look like he wanted to avoid me. I said hi and walked away. EA Buck's son told me his dad has heavily invested in an investment. Again I listened and that was another loser. My advise is you talk to several advisers and then spread your money around in small amounts. Give it a couple or 3 years and see who does best to meet your needs. Dont be greedy use common sense and realize people can look you right in the eye and have no soul. You could tell them this is your life savings and that won't matter to this special breed of person. Also do some investing on your own. Frankly I've done well on my own but not well with the 3 advisers I used. EA Buck was the worst since I lost money. read more

We went to E. A. Buck decades ago and invested through them. In plain simple terms - they are con artists. I would highly not recommend them, they are 100% in it for themselves. I did ok despite their self service nonsense advice. This company is all about making money for them, they don't give a crap about you. Phony to the max, but lots of smiles and cookies. read more

I met with one of the EA Buck's senior financial advisors who made it a point to say that he is a fiduciary meaning that he is working in my best interests. After four information gathering meetings, his number one recommendation for me was cash value life insurance. I'm 52 years old, never married, no kids, no siblings, parents dead, totally debt free (no mortgage on my primary or rental property) financially secure. Who am I supposed to leave the life insurance to? Of course it's the highest commission product on the planet.... I was extremely disappointed. read more

Met with Lorin Chun and needed guidance on how to best solve our financial situation regarding real estate, tax issues, etc. When done, I felt empowered and encouraged by Lorin. He knows what's important and how to maneuver thru difficult situations. Very grateful for his help in giving me hope forward! Diane M. read more

My initial introduction to E A Buck Financial Services was at a conference and I was impressed. So impressed that I felt I may not have enough income to qualify as a client. When they mentioned that their intent/passion is to help the working class (ie: teachers, police officers, ...) I had hope. My husband and I set up a meeting with Sean Hite and our future changed forever. I am grateful to my friend for inviting me to the conference, thankful for E A Buck, and forever blessed to be a client of Sean Hite. Sean is the total package. He's down to earth, well read, highly educated, passionate about his role, loyal to his clients, and young. Young? Is that a benefit... heck YES! Sean will be with my husband and I for the long haul (and won't retire before we do). Even more so... Sean is involved in our lives. We talk about Sean to EVERYONE we love and care about. We joke about what Sean will think when we are out to a fancy expensive dinner... or better yet... planning a trip. He has made a way into our hearts and lives in which we aren't ashamed to have those "financial" conversations. You know... those conversations where you are knee deep in tax returns, bank statements, and pay stubs? If you're a private person like me, those conversations aren't something you look forward to. Sean doesn't disappoint though... he is approachable and realistic. He encourages us to live the life we love even if it means fancy dinners and extravagant trips. The market updates, planned meetings, and quick "touch base" calls are spot on. We sleep better knowing we have a Private Wealth Advisor cheering us on and looking out for us. (Did you catch that?!? We are working class with a PRIVATE WEALTH ADVISOR!) The best time to make a change to impact your financial future was 10 years ago. The 2nd best time is NOW. Do not wait. Call E A Buck, ask for an appointment with SEAN HITE. You will not be disappointed. In fact... you'll be thankful, grateful, and blessed just like we are. read more

Ms. Katie Buck has served my Wife and I for 17 years. During this time, she has helped us with the following: 1. Annually evaluated our financial situation, ensured that we were not living beyond our means, and provided investment advice. 2. Recommended their products that would suit our finances. 3. I consider her as a repository and resource of our financial records for our Children, if needed. We appreciate all of her support. read more

On the verge of retirement, I attended a tax seminar for retirees and from this seminar, I was connected to Justin Hodges. I was impressed that he listened to where I was in my life, reviewed my finances, my 401K, and what I planned for the future. He helped my wife and I, who also had an IRA consolidate to one firm and also assisted with some insurance needs for my wife. He has been proactive and helpful and has maintained contact with us even though we have moved out of Hawaii. He has kept US updated about the volatile market and what options we have to protect ourselves. EA Buck the company has also kept us informed about the market during the COVID-19 trauma. read more

Katie and her finance wisdom are the reasons that after many life altering moments, I am still able to be financially secure. Her know how on investing for my future and insights on how the markets go have helped me have a much better understanding in a world otherwise foreign to me. The staff there is easy to work with and everyone I've referred to them has been happy as well. Thank you EA Buck! read more

I have worked with a few different financial advisors over the years and I've never been more comfortable than when I decided to move over to E.A. Buck. Frank Wade Abreu with E.A. Buck has done a really great job of taking care of me and helping me plan for my future, as well as great assistance for my family as well. Honesty and integrity are well represented by Frank Wade Abreu. And although I trusted him completely to help me make the best decisions, he still went out of his way to make sure I made educated and informed decisions. Anytime the topic of financial planning comes up amongst my friends and colleagues, I always recommend they talk to Frank Wade Abreu. read more

Thank you Justin, Kapolei Branch, for your time with me today. Your advise were magnificent. For enlightening me with on my financial situation, definitely will be applying them immediately. read more

I've been a client for about 7 years now. When I met Scott Tusa at EA Buck back in 2013, we hit it off. We read the same economic books, have meaningful discussions about where things are now in the world, where things are trending, and more importantly, what they mean for me and my family. Scott updates me annually on my account and changes in (tax) laws or other news in the financial world that I should be aware of. Ultimately, this is a financial services company, and I can say Scott and his colleagues are passionate about staying current on macroeconomics, local applicability, and being knowledgable on an array of financial instruments that are available for me, should I be interested. My advice for any potential client is not to be afraid to ask questions. I challenged Scott with many questions, some of them difficult, but he'd always come back with clear answers. I also took the time to study the subject matter before I committed myself to anything. And EA Buck is very good at that, they help educate their clients to be informed. I'm not endorsing the products they offer because everyone's needs are different and not everything is appropriate for you (and Scott will tell you that too), but I'm endorsing their ability to help you be an educated and informed client so that you can make better financial decisions for yourself. In that way, Scott has earned my trust as he has always been there to serve me to the best of his abilities. read more

EA Buck Company is my family's financial advisor. We highly suggest EA Buck, because of the tremendous support & results my family has received. Give them a call to schedule an appointment. We wish we did sooner. read more

I heard about E.A. Buck from my coworker. I was a bit skeptical to look into financial advising, but my coworker insist I attend their free seminar and see "Francis". I did not know what I was getting myself into, but signed up anyways. The seminar occurred after tax season, but was good, because it kind of prep me for the 2011 tax year. They went into a whole lot of detail about how to maximize your income and wealth. I will admit that the meeting was overwhelming, but after I was able to meet with Francis, things came into perspective. I see Francis Phillips who is my wealth manager at E.A. Buck. He is great financial friend. I meet up with him every couple months to go over how to maximize my income, invest and build wealth. His suggestions have really helped me to save more money and of coarse gain more money. We go over everything from my income, taxes, retirement/IRA, insurance, etc etc. If you need a financial friend, not adviser, see Francis. I have never paid to see Francis. E.A Buck directs you to other services and companies they have worked with and trust. They have done the research in finances and taxes. They can refer you to a service and of coarse your not obligated to go into it. They give you the literature and company information and allows you time to look into it and research about it yourself before deciding to go with it. This is definitely a service to look into, especially if you need a financial friend. read more

Has anyone made money from using EA Buck? They may be friendly, but it doesn't reflect the investment bottom line for me. In the time that it took for my child to be born and then go to college, we have lost more money on their right wing slanted investments (viaticals, fracking, oil wells, stock market, low income housing, etc.) than we have profited on principal invested. Lost tens of thousands of dollars. Should have just put my money in TSLA, NFLX GOOG and TWIT instead. read more

EA Buck has a friendly and knowledgable staff. They take the time to educate you about what is going on with the economy and explain things in laymen terms. Jeff Buck has been working with me and has taken the time to understand my goals and be a true advisor in terms of reaching them. He has also given me contacts for other people who specialize in certain areas like when I asked for advice about what to do with regards to my elderly grandmother and the house that she has--what should become of it when it is her time to pass. I appreciated this. Most importantly, I've seen the numbers for the money that they have made for me and how they plan to protect it too. I do also appreciate their refreshing soft drinks they offer along with Cookie Corner cookies stocked in their waiting area. Great company with friendly staff. read more

I'm not sure about EA Buck per se, however, we have been working with John Larry for over 10 years. He just joined EA Buck. I must say that even through all his moves to other companies, he always stayed in touch with us. He is a big part of the reason we were able to retire and be comfortable. He set us up with our annuities, consolidated our policies and we always came out ahead. He's smart and understands how the market works. He researches his products and informs us. He does talk very fast, but he's always willing to personally call you, slow down to get answers that you require. Then to top it all off, he meets with your survivors to make sure our wishes are carried out properly. We will continue to work with John till our golden years. read more

I've been a client here for at least ten years. However, my previous financial advisor retired so I've been going to Wade for the past year and a half. He is very easy to work with and makes it easy to understand the products. read more

I was very naive thinking they were looking out for my financial well being. They just wanted to get me into different annuities and investments so that they could reap the big commissions. When one walks thru the doors, everyone is friendly offering you refreshments, cookies, roses, and all kinds of gadgets with their logo. Ahhhh....the trap. Then when they get you into the rooms, it's like storytime in kindergarten. They have a manual on a stand and go through the spiel while flipping the pages of charts and figures. I got sucked into buying annuities that they promised would pay a minimum of 7% per annum. I haven't seen that happen yet.....And I got locked in for 15 to 20 years. BIG MISTAKE. I really regret going to them. Now I realize why Mr. Buck drives a Lambourghini...... read more

Beware of this company and their services... before you enter into any contracts, consult ANOTHER financial planner if what EA Buck is selling you is in your best interest. When I was 40, I was placed into an annuity... which I am told is ridiculous at my age. I was told by Katie Buck that Im only entered into this contract for 5 years. That was a lie. Im contracted for 15 years! She sure did receive a hefty commission off of my 401K and 403B transfer.... UGH!! Now, Im paying thousands of dollars to get out of one of these annuities. Both of them are not doing me any good but I can only afford to get out of one. read more

06-06-2020. Just had our annual meeting with Lorin Chun. Awesome meeting as always and always informative. Lorin always keeps the meeting lively with his humor. Looking forward to next years meeting. Thanks Lorin for your assistance and financial advice. read more

Through the 2008 financial debacle and now this one, EA Buck has proven it's worth to our family. When Ed Buck retired, we were concerned about transition. We wanted someone young but experienced, mature but energetic. We've found that in Wade Abreu. His attention to detail helped us secure new instruments for matured products. His mid and long term market analysis (past and present) continues to guide us during this uncertainty. All our emails, phone calls and personal meetings have illustrated his preparation and dependability--essentially, we walk away feeling that he was completely focused on us. read more

I don't usually write reviews, but given the excellent service and advice I've received over the years from Katie Buck, I felt that it should be known: She is always prepared, knowledgeable, listens well and is able to render the best advice and options possible. By moving most of my retirement funds to EA Buck I received upgrades and a solid retirement plan that insures a guaranteed income, liquidity and a risk level that suits my needs. There is never any obligation, I feel that I control all investment decisions and I have the expertise of Katie and her company available at all times, especially now with the current economic crisis. I highly recommend Katie and her company, they have been a lifesaver for me. read more

I started EA Buck on a recommendation from a friend. They were great in the beginning, but after my agent retired, I never heard from them until I called to see what's going on. My opinion is that they cater to those with $$ to invest. If you're on a budget like me, you're not considered as important. I understand that all agents work on commission, but heh my money is important to me. Long story short, I'm going with another company. One that considers ALL clients important. read more

I have been a client of EA Buck since 2014, initially to get advice about my Social Security. Katie Buck is a very bright and engaging financial advisor who listens well and offers great advice. She suggested I file and suspend my Social Security which turned out to be the best advice I could have gotten. She also made recommendations regarding my life insurance, IRA and 401(k) programs. She has been on the mark every step of the way and I feel very fortunate to have her on my team. read more

After careful research, I found out that these people do not shop around and look for the better product for you, they only sell one product from a very expensive low rated company - Midland. I heard the shpiel from them and even sat thru a meeting and was ready to turn some of my friends on to them that are retiring from several public utility companies but it seems that they insinuate that they help you with their planning when all it is is a commission-based sales tactic. This company pays them higher commissions on the product than any other company so you are really not getting a good deal. I also had a recent dealing with the dictator of the company, Katie Buck which left myself and another person I know with a very bad taste in our mouths. You would do much, much better finding a true financial expert who can and will shop around with your best interest and wallet in mind. read more

I had four meetings and they really never taught me how to save on my taxes - which was the primary reason why I went to them. From the start, they will try to sell you on an annunity from Mid-West National (Google this on the ripoff report) . They will also ask you to assign your 401ks who will manage your funds for a 2 % commission. Im sorry I went to this office. They just wasted my time. read more

Excellent service! I met with Katie and she helped me and my wife map out our retirement along with advice on what to do with our taxes. I feel so much better knowing that my future is set and I have a plan/goal to work towards. Everything they say in their ads are true, free advice and friendly help! I recommend this company to anyone seeking help with tax planning and retirement/investments! read more

My husband & I meet with Katie for financial advice at least once a year to strategize for tax season and other life events as they occur. We're very happy with the advice and service that we've been given so far. It's like having a personal trainer for our financial future! We're very thankful for Katie for all she's done for us. read more

I have been a client for approximately 8 years. Jeff Buck and Wade Abreu are just two members of the staff that has provided my wife and I with outstanding service and knowledgable advice. I have worked with other financial firms in the past that wanted to steer me in their direction to their products, etc ... With EA Buck I have received sound advice and the options given to me have been very helpful in helping my family meet our goals. They have assisted us with life insurance protection, assisted in setting up a solo 401k, a SEP IRA, and have offered on many occassions great insight and advice. I would reccomend their services to anyone looking for great service, great advice, and the respect of trusted professionals! read more

if you want peace of mind during retirement, E.A.Buck is where I found how to get that gift. I have been using this great company since 2010 to help me reach my financial goals and highly recommend getting help from them. It did not cost me anything for service and advice which makes this experience even better. I am currently going through a legal issue and E.A.Buck is by my side to help me work through this. I cannot think of any other company that will do this for free. read more

Prior to EA Buck I was with another financial institution. I contributed little to my retirement and purchased the cheapest and standard life insurance policy. Rachelle Davis, a financial advisor with EA Buck invited me to share with her my current goals, policy, and financial status. This is not an easy task as it forces you to be vulnerable and I felt very uncomfortable. After having met with Rachelle, her knowledge combined with passion and compassion for helping others allowed me to make a better decision about my financial future without having to feel like I am giving up too much or living outside of my means. I have my MBA and yet she was able to speak to my specific needs and enlighten me with new information. I never felt like she was speaking over me or under me. Even during this economic downfall, I feel that I have invested with a sound, ethical company and with a person that is not going to let me fail, and that will always be honest. I have met some of the other staff and find that they all possess a high level of professionalism and are incredibly personable. I am excited to be with them and excited to see where my future will go. Thank you EA Buck, I feel comfortable with you behind me and recommend you to anyone and everyone. read more

I decided it was time for my wife and I (we are in our 40s) to start planning for our future because we had no retirement/savings of any kind. My younger but more responsible brother had been telling me to go see Lorin Chun at EA Buck for many years but I never felt the need to plan ahead until I had my daughter who is now 2 years old. After 2 or 3 consultations, Lorin helped us set up life insurance, guaranteed no loss investment retirement plans and a ROTH IRA with deposit bonuses. Long story short, my daughter will be well taken care of financially if something ever happened to either of us, she will have money for college and we will both have tax free monthly income when we retire. The thing I liked about Lorin Chun at EA Buck is that there was no pressure to buy anything, he took his time explaining the best options and all our questions were answered to our satisfaction. Lorin has so much confidence in the investments/policies that he even showed us his online account which has his entire family including grand kids covered by the exact same insurances policies and investments we chose for ourselves. I sleep a lot better now knowing that our investments can only go up, guaranteed never to go down even if the stock market crashes and that my family will never struggle if I died. read more

I have been a satisfied client with E. A. Buck for over 15 years. Their knowledge and no pressure atmosphere has made me more comfortable with discussing my financial goals. They always keep up with the ever changing tax laws and always discuss strategies to keeps as much of my hard earned money. I love the amount of different investment opportunities available that is structured to my income and knowledge. The education and information that I have gained over the years by being a client has exceeded my expectations as a customer and client. I feel totally safe in putting my families finances in the hands of E. A. Buck. Thanks to Scott Tusa and his energetic team, I look forward to our meetings every few months. read more

We trusted EA Buck's advise especially when my parents needed help with their tax savings. My mother was terminally sick and a senior advisor lied to them and took advantage of their situation. My parents lost the full principal they invested and EA Buck offered no options for recovery when they made their commission on my parent's money. My parents made some return but no where near the amount they lost. Shame on them. EA Buck put my parent's money in investments that til today my father can never use for tax credits and is stuck in because of details my parents never knew of. My father's credit is messed up now. The upsetting thing is the senior advisor at EA Buck told my parents that these investments were safe and made promises to my parents but they were all lies. I would strongly advise to not use their services. Don't take the risk. My mother has died since and the money my parents intended to invest for my father's retirement is now gone. read more

Aloha, The E.A. Buck Company has helped me in all aspects of my financial dilemmas with solid advice and education. Katie meets with me regularly and I can ask her anything. She has helped me protect my money over the years and taught me to keep my affairs in order. I value the support and safety I receive from Katie and her company so much. I recommend Katie Buck to everyone. Suzie Treichel Care Connection Inc. read more

My wife and I have been seeing Katie for over 8 years and we have always been amazed at how in tune she has been with our needs. She provides such great insight and knowledge and explains everything so thoroughly and, more importantly, in a way that we understand. Finance is something that is somewhat difficult for us to grasp and Katie always makes sure we understand everything. Totally recommend! read more