I worked with Duncan at Infinite Financial on a complex investment property refinance in Hawaii…read more The building has many complications and nuances such that most traditional lenders will not want to finance it. So it was crucial to work with the right person who had all the necessary expertise, local knowledge, and persistence to find a solution. Duncan found the right lender for my situation, and did an excellent job coordinating across multiple parties (lender, escrow, borrower). Throughout the process, Duncan was consistently available, responsive, and transparent. He kept me informed at every step and made sure I wasn't charged for anything I shouldn't have been paying for, and kept the deal moving on time-sensitive deadlines. Whether you're dealing a straightforward or a complicated financing situation, I'd strongly recommend Duncan and his team.

Duncan was helping me with a heloc to figure things out for 1-2 years and then I decided to do a…read more1031 exchange on a property in Virginia. We ended up doing a dscr loan, which he helped me through from start to finish as it was my first time. I was dealing with east coast hours even though we both live in Hawaii and I was in the east coast, but Duncan got up early and stayed on top of things to make it happen. We had a lot of hurdles with the escrow side of things and he kept my spirits high and wasn't ever worried unless we need to be. I would work with Duncan again on a personal level. As a realtor, I also will refer clients to him. Even keeled and steady, Duncan is your loan man.

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 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.

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.

Needed a notary 4 times in 2 weeks, unexpected business to…read moreattend to. My banks notary was not available for several days & either was their sister branch, notary was out. Went to see Karen Owan at HSFCU in the strip mall that houses Safeway & Long's, across Windward Mall. Lot of parking. Notary hours are 9-10am & 4-5 pm M-F. You check in out front on the pad & they call you, when ready. Saw Karen who is very professional &as she get's to know you very friendly.Karen is great to get you in & out in a timely manner. It was a pleasure on my visit with her as she made a very good impression of her credit union & herself as a banker. Hope to be a HSFCU member in the near future. Mahalo Karen!

So much for shared branching at this credit union. While my Credit union allows for other credit…read moreunion members who are with outside credit unions that participates in "Shared Branching" to do banking there, the Hawaii State Federal Credit Union only does shared branching if you have an account with this bank. How is that shared branching? I needed to just cash a payroll check or deposit it into my credit union, only to be told that I can't because I'm not a member here, but they do participate in Shared Branching with other credit unions. Doesn't make sense!

Finance Factors saved me with a new mortgage so I could keep my family home. Thank you for rescuing…read moreme when I was in need.

From the owner: Finance Factors has been providing financial services in Hawaii for over 70 years. Finance Factors…read morespecializes in residential real estate loans for purchase, refinance, cash-out, and home equity, as well as commercial real estate loans. Finance Factors also offers some of the best rates on certificates of deposit and savings accounts, with deposits insured by the FDIC.

Alan Ho is the best financial planner. He's personable and so knowledgeable. We have trusted him…read morefor years and feel confident with his guidance and expertise when dealing with our investments-setting us up for a comfortable retirement someday. Highly recommended!!!

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....

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.

Customer service here sucks. Literally all I needed was to convert my $20 bill into $1's. We were…read morein the process of making a money lei for graduation and was sadly short $4 bills. Being that I live literally walking distance, my son and I decided to go into the bank to make change. The front door is locked due to obvious reasons. It's a sketchy area with numerous homelessness. However, upon waking in with no greetings, I was asked what service I was needing. I simply explained that I just needed to make change. The teller asked if I had an account. I answered no. He then says he will need to ask if it would be ok. So my son and I waited. He comes back and says that because we don't have an account and the bank "doesn't have enough cash" he is unable to break my $20. Now, I've worked as a teller as a first time job out of high school & I know that's a bunch of bull. Thank goodness there was a kind enough customer waiting along with us and offered to break my $20. The thought of even opening an account with this institute after this experience would be a joke! Just because it's a sketchy area, doesn't mean EVERYONE is sketchy that walks into your branch.

From the owner: Finance Factors has been providing financial services in Hawaii for over 70 years. Finance Factors…read morespecializes in residential real estate loans for purchase, refinance, cash-out, and home equity, as well as commercial real estate loans. Finance Factors also offers some of the best rates on certificates of deposit and savings accounts, with deposits insured by the FDIC.