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.

Ethan and the team at KCP have been incredibly helpful throughout my financial planning process…read more They're patient, professional, and genuinely kind--always taking the time to answer my questions and make sure I have a clear understanding of the plan and process. I truly appreciate their support and highly recommend their services.

This branch is ok, not as good as some of their other branches. We went in to do a transaction…read more There were two tellers behind the counter already helping customers. There were two other people in line in front of us. We waited in line for about 20 minutes before being helped. Our transaction was fast and took less than two minutes. The teller helping us was really nice. He asked my hubby for his ID and said that they have the same birthdays except that he was born in1995, lol. We all had a good laugh.

Seems like almost all the tellers are in training. Transactions take a lot longer than they used…read moreto. Only a few tellers around off and on in the week who I've known for a long time who make transactions quick and easy. Otherwise it seems like 10-15 min to cash a check because the teller is new which I understand but it's like every time I come in the bank now which makes getting banking done in a time crunch kind of difficult.

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:-)

Janell has been doing my taxes since high school ... she also does several of my friends & families…read moreas well !! She and her staff always make tax time less stressful !!!

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.

Aloha! I wanted to share some Aloha with anyone who is in…read moreneed of this type of service, Estate Planning...which is realistically everyone at some point in time. Stephen and Sage are the ultimate Father and Son team and in my personal experience with them, I feel that they are the best at what they do. For a situation that can be highly emotional and sensitive in nature, the kindness, patience and humor that Stephen and Sage radiate is calming as well as comforting. It feels as though you are a family member and can be reassured that all of your best interests are the main priority. I cannot recommend them enough and I will be eternally grateful. (that's a little joke) I feel as though my children will not be thrown into confusion. Their path will be clear and effortless This gives me great comfort and a real feeling of peace and happiness. Thank you Stephen and Sage for making this process so effortless. I can relax now and live my Best Life! Big Mahalo, Ginger Leong

We knew that we needed to protect our property but also our personal interests. Steve and team not…read moreonly did that but is also proactive and very responsive to all the changes over the years we've been with them. If you're looking for security and peace of mind give them a call, it'll be the best thing you'll do for yourself and your family.

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.

Agape Wealth Management, LLC Pros: Quick response, easy to…read morereach, available and punctual Cons: Not really anything negative to report, just didn't get to meet in person, but then again, didn't need to either. Gene and Brandon were both quick to respond and always available to answer questions. We set up a time to go over a list of items and they were prepared. Both communicated with me on what the plan was, emailed me as promised, gave me options for dates/times and was more than flexible when I needed to make last minute changes based on my schedule. I needed them to work on my forms ASAP and they did not disappoint. They got it done faster than I expected and explained it all to me in easy to understand terms. Overall, my experience AWM was impressive. They far exceeded my expectations in response time, finishing up loose ends, keeping me on task without being pushy and charged a fair price for the work done. They were so helpful and knowledgeable in answering any questions I had. If anyone is in need of getting your taxes done quickly, accurately, efficiently, and at the right price, give these guys a call. You won't be disappointed. I learned my lesson to let these experts do their thing. It is well worth the price (and it's not expensive) and peace of mind to let these professionals help you. I know they will be getting my business next tax season. I already feel at ease knowing they will be there to help me, whereas in the past, it would be so stressful for me. I can't thank them enough for helping me out of a jam.

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.

I was interested in hiring a financial adviser, as I wanted to consolidate and get my finances in…read moreorder. I was referred to Bob through my parents, who have been working with him for well over 25+ years, so the choice was obvious! His office is conveniently located in the Kahala Office Tower. My husband and I had our initial consultation with him, and we appreciated his solid financial advice and conservative approach. He put together a very useful and detailed spreadsheet that helps to keep us on track. I learned that Bob was a former CPA, so he even helped to review our past years taxes, and gave us really good advice on what we should/should not do for this year. Highly recommend Bob and his team - Allyson and Chris!

Bob is a wonderful resource. A thorough adviser who encourages clients to take ownership of their…read morefinancial condition and direction. He understands the level of sophistication of his clients and provides appropriate guidance to not only achieve their financial goals but to also sustain their level of wealth independently. His counsel to me has been life changing.

Definitely a person you have to meet. He will cover all your questions and concerns. As a client, I…read moreenjoy the quarterly reports he writes to his clients and his very personable attitude. He is very accommodating and answers all my financial questions on a timely matter. A hidden gem in the Kahala area. highly recommended my friends!

I had the pleasure of meeting Sage after being introduced through his father for financial advice…read more Sage took the time to really understand my situation and develop a financial plan at no cost. The financial planning software allowed me to maintain full control as he designed a financial blueprint for my future. Once I realized I wanted to implement his strategies, he explained the extremely low fees and process very clearly. I'm blessed to have Sage manage my family's financial future. I highly recommend anybody looking to take control of their finances to contact Sage for a free second opinion on their investments. It will put you on course to meet your family's financial goals!

Having trouble finding a lender? Fret no more. Infinite Financial is there to help you…read more Two lending companies immediately approved my husband and me until we encountered a roadblock. And that roadblock was an insurance issue. Many lenders are not approving loans for condos in Hawaii if the building is underinsured. Some lenders are refusing loans unless the building has 100% replacement cost coverage.  I found Infinite Financial online. It caught my attention after reading several reviews about the company. Maintaining a perfect score of 5 since 2019 intrigued and motivated me to dig deeper into Infinite Financial. The owner of the company is Duncan Hsia. After I read his impressive resume, a graduate of University of Pennsylvania and attended Wharton College (Wow!), I knew he would be able to help us. And he did! When loan officers told me that no lending company would approve our loan due to the insurance requirement, Duncan came to the rescue. With his expertise and knowledge, we were able to purchase our dream condo. If you're looking for a knowledgeable, trustworthy, and supportive mortgage broker, look no more, Duncan is the one! Kudos to Duncan and his team.

Duncan and his team were amazing throughout my non-standard loan process as the sellers needed an…read moreextended closing in excess of 4 months from the time we started escrow. Duncan was extremely responsive to all my phone calls, emails, and text messages, assisted me to come up with a good strategy to lock in my loan, and helped me navigate loan impacts due to numerous changes in the purchase contract throughout the escrow period. This is the second time I have used Duncan and he will be my first call if I need to refinance this home or purchase another one. Mahalo, Nic