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.

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.

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.

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.

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.

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

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!

Friday the 13th, crazy weather day, long day at work for me. Power was out everywhere but my wife…read moreand I needed some documents notarized. We came up to what we thought was a closed bank but Stacey and the team there let us in helped get what we needed in the dark! Shout out to them. Mahalo!

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.

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.

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.

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

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.