E.A. Buck Financial Services was founded with the purpose of delivering comprehensive financial planning solutions. Over the years, they have had the privilege of assisting more than five thousand families. Their practice is devoted to providing goals-based planning, empowering you to manage your finances and pursue your passions confidently. Regular meetings are conducted with clients to ensure their financial strategy aligns with their evolving goals and aspirations. The firm extends the opportunity for individuals to meet with a financial planner at no cost or obligation, enabling them to discuss their specific goals, objectives, and requirements. Utilizing proactive strategies, they assist clients in effectively and efficiently navigating the complexities of the tax code. To schedule a meeting and explore how E.A. Buck Financial Services can assist you, don't hesitate to get in touch with them.
Best Financial Services in Honolulu
Handpicked Top 3 Financial Services in Honolulu, Hawaii. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
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E.A. BUCK FINANCIAL SERVICES REVIEWS
My relationship with E.A. Buck started when I signed up for and attended an advertised retirement financial planning seminar. The presentation was very informative and gave me a good idea of where to start. But when approached at the end about services offered by E.A. Buck, I was hesitant because I knew I couldn't afford a financial planner. However, I was guaranteed that there would be no cost and finally agreed to set up an appointment. From the first appointment I was greatly impressed and felt that only good could come from working with E.A. Buck. Plus, they are a local company I could give my business to. Since then I have worked with Wade Abreu and he has been the absolute greatest! He is professional, knowledgeable, and has a local vibe that assures he understands the challenges faced of saving and investing in Hawaii's high cost of living. Even if you already have a financial planner, I would highly encourage you to at least meet with an E.A. Buck planner to compare their services. You won't be disappointed!
My experience has been very positive. The staff has explained all the steps, regarding my finances, to me carefully and have been open to answering all of my questions, even taking the time to clarify when I didn't fully understand things. I am confident that EA Buck will be able to grow my savings in the years I have before retirement, as well a being able to help me manage my funds so that they don't run out before I die. I only wish I had started this process sooner...
For several years Katie Buck has guided my investment choices, including IRA, annuities, long term care insurance, etc. She is excellent at explaining the products and options. She and her staff also worked with me to manage the difficulties in moving old funds and 401ks into a consolidated portfolio that matched my investment comfort level. The staff is very responsive, quickly answering emails. We meet yearly to review taxes which is an immense help and I have no problems calling or emailing as issues arise.
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Agape Wealth Management invites you to begin your journey to finding your financial freedom. Their team of dedicated financial professionals is ready to offer personalized service tailored to your needs. With expertise in investment management and an extensive range of over 25,000 investment options, they are well-equipped to assist you in making informed decisions. Their financial planning process is carefully crafted to address your unique circumstances and proactively meet your specific needs. With a mission to bridge the financial gap and empower clients to fulfill their dreams, Agape Wealth Management develops and implements strategic plans to help you achieve your goals. As primarily fee-based advisors, they prioritize honesty and transparency, ensuring your best interests are always at the forefront. Serving the community of Waimea, they are committed to providing exceptional financial guidance and support.
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AGAPE WEALTH MANAGEMENT LLC REVIEWS
This was my first year needing to have my taxes done by a professional, I was having a hard time finding anyone that was accepting new clients and wasn’t charging an arm and a leg! Gene and his team spelled everything out, answered all my questions made it super easy for me to file my personal and business taxes! They even laid out what I need to be keeping track of for next year! I thought it was strange at first that they do everything virtually, but it actually made my life a whole lot easier and saved me a bunch of time. I HIGHLY recommend Agape Wealth Management to anyone who may be on the fence about hiring a tax professional.
I would be lost without Agape Wealth Management! Thanks to Gene and Michelle from AWM, I was able to understand the aspects of taxes and finances when it comes down to owning my own business. They were available for all my questions in person and even via conference call! They are patient, professional and supportive! I will be using AWM once again this year and the years ahead.
Gene and his staff are super friendly and really took the time to help me resolve my tax issues! As a freelancer, it can be easy to fall behind on taxes, and when you get stuck in a situation like this, it can start to feel like a cloud of doom is following you around! Gene guided me through each step of the way, with consultations and follow up phone calls to make sure I understood what needed to be done. Whether you need help with taxes or wealth consultation, I highly recommend this guy.
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Charles Schwab is widely recognized as a leading financial consultant in Honolulu, Hawaii, offering exceptional assistance tailored to your unique needs. At their Honolulu Branch, you can expect friendly and personalized support from a team of experienced professionals. With access to a wealth of expertise, specialists, and insights, they can guide you toward achieving your specific financial goals. They provide a range of tools to help you align your actions with your financial objectives. These include brokerage accounts, investment products, retirement planning, and more. When you collaborate with one of their Financial Consultants. As members of the local community, they warmly welcome you and are dedicated to providing transparent and straightforward answers to any questions you may have. Trust in their commitment to your financial well-being as they work tirelessly to support you along your journey.
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CHARLES SCHWAB - HONOLULU REVIEWS
This is a fabulous branch of Charles Schwab. The people there are really friendly and knowledgeable about the financial industry. It's a smaller office as compared with a full service brokerage house, but there is no difference between the service and product quality of a full service brokerage house and this location of Charles Schwab. This office is lead by JJ Johnson and the person that I have been working with for years is Teresa Tanaka. For those looking for a new home in the financial industry should look no further than this branch. Highly recommended.
Great customer service. Parking available on S. Nimitz side. Grateful for the HNL location.
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