3 Best Financial Services in Honolulu, HI

“E.A. Buck Financial Services creates a clear, detailed financial plan that will help you pursue your lifelong goals. They meet with you regularly to help ensure your financial strategy is still working for you and your goals. Katie Buck is the CEO and Principal of E.A. Buck Financial Services. Katie has been able to grow the firm from one location in Hawaii to a firm now operating 11 locations across four states, with 100 staff members, and two additional separate entities. The E.A. Buck Financial Services team first assesses the needs and goals of you and your family. Then, they develop a comprehensive financial plan to help you achieve your lifelong objectives. They meet with you regularly to ensure your financial strategy works for you and your goals. Their approach is simple, straightforward, and designed for your financial freedom.”

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“Agape Wealth Management LLC develops and implements strategic plans to guide clients in achieving their goals. Gene Saulibio is the president of the firm. He has been in the financial services industry since 1987 and founded Agape Wealth Management in 2009. He wanted to create a boutique advisory firm tailored to his unique family of clients by offering various investment products and advice in a conflict-free environment. Agape Wealth Management LLC is primarily a fee-based advisory firm, resulting in greater honesty and transparency. Their clients are assured that they are receiving advice and recommendations that are free of any potential conflict of interest.”

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“INPAC Wealth Solutions provides various tools to help you align your actions with your financial objectives when collaborating with one of their Financial Consultants. Troy Wada is the firm's principal wealth advisor. The team knows life changes and is committed to helping you achieve your long-term goals financially, professionally, and personally, no matter what happens. As members of the local community, they warmly welcome you and are dedicated to providing transparent and straightforward answers to any questions. With access to a wealth of expertise, specialists, and insights, they can guide you toward achieving your specific financial goals.”

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