E.A. Buck Financial Services was established to do comprehensive financial planning. They have been fortunate to have assisted over five thousand families. They dedicate their practice to providing goals-based planning. They help you handle your finances to pursue your passions with confidence. They meet with their clients regularly to help ensure your financial strategy is still working for their clients and their goals. The firm offers no cost or obligation to meet with a financial planner and discuss your goals, objectives, and requirements. They use proactive strategies to help their clients apply the tax code efficiently and efficiently. Contact them to schedule a meeting.
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. You deserve only the best!
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
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Agape Wealth Management invites you to begin your journey to finding your financial freedom. Their staff of dedicated financial professionals is here to provide personalized service built around you. They are experts in investment management and have over 25,000 investment options. Their financial planning process is designed to anticipate and act on your specific and unique needs. Their mission is to help their clients bridge the financial gap and release empowerment to fulfill their dreams. They develop and implement a strategic plan to help empower you to achieve your dreams. They are primarily fee-based advisors resulting in more excellent honesty and transparency. They also serve in Waimea.
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AGAPE WEALTH MANAGEMENT LLC REVIEWS
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!
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!!
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Edward Jones is an investment firm that believes your financial goals deserve a face-to-face conversation. Matthew W Joswick has been a financial advisor with Edward Jones since 2011. Their firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. They understand the level of risk you are comfortable accepting when investing, so they can balance it with the steps necessary to reach your long-term goals. They believe the best way to build and preserve your financial future is with a long-term investment approach. They work with small business owners in evaluating their business retirement plans and their transition strategies. The agency helps provide the answers to your questions to make informed, financially sound decisions. Contact them to request an appointment.
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MATTHEW W JOSWICK REVIEWS
Matthew Joswick is an excellent financial advisor!!! I was feeling daunted by going to a financial advisor, but Matt made me feel comfortable and was able to explain things to me in a way that I could understand. By the end of our first meeting I felt confident that I was now gathering the tools that I would need to continue my financial stability into the future. Thank you Matt Joswick!!!
Matt always says that he helps make sense out of investing, and that is exactly what he does. Matt was patient and thorough while going over my accounts, and gave us a great analysis of where we were. Being that I am only a few years away from retirement, this gave me peace of mind. HIghly recommended.
Matt was very professional, responsive, and helpful. Despite the long weekend, Matt got back to me quickly and helped me figure out how to move forward with my situation. If you need help with an inherited IRA, Matt is your guy. Cheers.
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