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BEST RATED HONOLULU, HI FINANCIAL SERVICES

3 Best Financial Services in Honolulu, HI

Expert-recommended 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. You deserve only the best!

Sage Capone - Honolulu, HI Financial Services - Portrait
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SAGE CAPONE

(4.7 Score)
SAGE FINANCIAL INVESTMENTS LLC
4747 Kilauea Avenue, Suite 214,
Honolulu, HI 96816 Directions

Since 1996

Specialty:

✓ Estate Planning ✓ Tax and Insurance Planning ✓ Roth Conversion Strategies ✓ Financial Planning for Life Transitions ✓ 401(k) ✓ 403(b) ✓ 457 Advantage ✓ Professional Asset Management

“2026 Update: Sage Capone is a financial advisor and estate planning consultant serving individuals and families across Hawaii. He completed his Finance degree from the Shidler College of Business at the University of Hawaii at Manoa, building a strong foundation in retirement income planning, investment strategy, and tax-efficient financial planning. His mission is to help families eliminate financial uncertainty through education, smart planning, and lifelong strategies that secure their future. You can schedule a free 15-minute discovery call.”

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License #152403C5

Contact:

(808) 753-1868

Mon-Fri: 9am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

Agape Wealth Management, LLC - Honolulu, HI Financial Services - Portrait
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7+ YEARS IN TBR
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AGAPE WEALTH MANAGEMENT, LLC

(4.7 Score)
1188 Bishop Street, Suite 2310,
Honolulu, HI 96813 Directions

Since 2009

Specialty:

✓ Mutual Funds ✓ Educational and Traditional IRAs ✓ Roth and Simple IRAs ✓ Brokerage and Fee-Based Accounts ✓ Separate Accounts ✓ 403(b) for State Employees ✓ Variable Annuities ✓ Comprehensive Financial and Retirement Planning ✓ College Funding ✓ Estate and Retirement Income Planning ✓ Business Retirement Planning and Tax Planning ✓ Life and Disability Insurance ✓ Long-Term Care Insurance ✓ Fixed Annuities ✓ Investments ✓ Insurance

"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.

2026 Update: Agape Wealth Management, LLC's mission is to help clients bridge the financial gap and release empowerment to fulfill their dreams."

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License CRD #339898

Price:

Transaction Fee Service Charge Per Transaction $5
Outgoing Account Per Transfer $125
Roth IRA Per Conversion $25

Contact:

(808) 521-1110

Mon-Fri: 8am - 5pm
Sat & Sun: By Appointment

TBR® Inspection Report:

E.A. Buck Financial Services - Honolulu, HI Financial Services - Portrait
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9+ YEARS IN TBR
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E.A. BUCK FINANCIAL SERVICES

(4.6 Score)
55 Merchant Street, Suite 2100,
Honolulu, HI 96813 Directions

Since 1980

Specialty:

✓ Financial Planning ✓ Retirement Planning ✓ Wealth Management ✓ Tax Planning ✓ Social Security ✓ Estate Planning ✓ Life Insurance ✓ Retirement Toolkit ✓ Investment Advice ✓ Accounting ✓ Tax Strategies ✓ Investment Portfolios ✓ Benchmarking and Goal Setting

"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.

2026 Update: E.A. Buck Financial Services offers no obligation workshops to educate and offer a great time."

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License CRD #322138

Price:

Maximum Annual Investment Advisory Fee 1.5%

Contact:

(808) 545-2211

Mon-Thu: 8am - 5pm
Fri: 8am - 3pm
Sat & Sun: Closed

TBR® Inspection Report:

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SAGE CAPONE REVIEWS

Sage has been absolutely wonderful to work with. I have used several financial advisors over my 30 plus years of investing, Sage is by far the best. His approach is holistic, meticulous and is able to analyze your financial risk tolerance very thoroughly. Sage took all my information and analyzed them and made recommendations. I would recommend Sage to my anyone who wants a second opinion on their investment portfolio. Give him a call and I think you'll enjoy the no pressure approach to investing.

Very happy have found Sage financial. This is my first time using a financial advisor and he took the time to carefully explain everything to me, and provide me many options so that I feel comfortable. Very patient, kind, personable and knowledgeable - all that you want when looking into trusting an advisor. Excited to see the growth now that we'll be working together.

Sage takes your finances like his own and cares and works hard for you. I recommend him to anyone who is interested in investments, financial makeovers, or retirement plans.

These reviews are provided for information purposes and to help you make informed decisions.

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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.

They also prepare taxes. I live in Kona on Hawaii Island and was able to have my taxes completed without leaving my home.They have a secure app where I was able to upload all the documents needed to prepare my taxes. Great client service.

E.A. BUCK FINANCIAL SERVICES REVIEWS

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.

I trust EA Buck with making my money grow and looking out for my financial well-being and planning for my future. They have done great things for me and come up with great solutions like paying off college loans and planning for my retirement. I highly recommend them. Also I love that they are merging with Premier Business Services who handles my taxes. Now we all can communicate together for even better financial gains.

I have been a client of the E.A.Buck for over 25 years and have evaluated several other financial advisors. E.A. Buck stands head and shoulders above the rest, in all aspects. I can sleep at night knowing that my assets are well protected and working for me.

TBR® Inspection Score Report

SAGE CAPONE Total Inspection Points: 113/120
Complete Info: 8
Current Evaluation: 8
Reviews Study: 8
Business Images: 9
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

AGAPE WEALTH MANAGEMENT, LLC Total Inspection Points: 112/120
Acknowledgments: 8
Current Evaluation: 8
Reviews Study: 8
Complete Info: 9
Experience: 9
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

E.A. BUCK FINANCIAL SERVICES Total Inspection Points: 110/120
Acknowledgments: 8
Complete Info: 8
Legitimate Ratings: 8
Reviews Accuracy of : 8
Reviews Study: 8
Business Images: 10
Exact Services: 10
Experience: 10
Location Proximity: 10
Online Appointment: 10
Website Source: 10
Website Standard: 10