Friendly informative and respectful service. I've been an online customer for years and now that…read moreI've been to a physical location I'm even more impressed

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.

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.

We worked with Gene this year to prepare our taxes and are very happy with his service. He was…read morefinally able to convince us to make changes we should have done years ago to relieve us from some of the tax burden every spring. It was nice to talk story with him and he took the time to understand our situation and make recommendations. We'll be back next year and appreciate his help! Highly recommended!

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.

14 years my money has been invested here. i cant get a call back from anyone. Im getting a…read morecomplex.

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.

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.

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!

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

As a fellow Certified Financial Planner, I've known Lincoln for many years now. He is one of the…read moremost caring trustworthy guys in the business. I have referred a few clients over to him and he has been open and honest and I have no hesitation to recommend him.