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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!

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

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

Since 1980

Specialty:

✓ Financial and Retirement Planning ✓ Tax and Estate Planning ✓ Wealth Management ✓ Social Security ✓ Life Insurance ✓ Medicare ✓ Tax Strategies ✓ Comprehensive Planning ✓ Benchmarking ✓ 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.”

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Contact:

(808) 545-2211

Mon-Thu: 8am - 7pm
Fri: 8am - 3pm
Sat: 8am - 4pm
Sun: Closed

TBR® Inspection Report:

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

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

Since 2009

Specialty:

✓ Mutual Funds ✓ Educational and Traditional IRA’s ✓ Roth and Simple IRA’s ✓ 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.”

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Contact:

(808) 521-1110

Mon-Fri: 9am - 4pm
Sat & Sun: By Appointment

TBR® Inspection Report:

INPAC Wealth Solutions - Honolulu, HI Financial Services
INPAC Wealth Solutions - Honolulu, HI Financial Services
INPAC Wealth Solutions - Honolulu, HI Financial Services
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INPAC WEALTH SOLUTIONS

(4.7 Score)
745 Fort Street Mall, Suite 888,
Honolulu, HI 96813 Directions

Since 2013

Specialty:

✓ Wealth Management ✓ Retirement and Tax Planning ✓ Investment Advice ✓ Portfolio Management

“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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Contact:

(808) 784-4000 (808) 784-4001

Mon-Fri: 8am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

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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 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!!

INPAC WEALTH SOLUTIONS REVIEWS

I visited 5 financial planners before I decided to go with INPAC. I felt all of the other financial planners just wanted my money. Troy at INPAC helped me understand that you need to plan to achieve your goal, which enables you to live your dreams. He knows that your plan is not only financial but also you need to stay healthy to live your dreams. INPAC has classes and seminars on healthy cooking, fitness, mortgages, social security, estate planning and universal laws are the few I attended. I also like how INPAC will help you plan for your future at any stage of your life. (I went to one financial planner and he told me to come back after I retire to reinvest my 401k.) Troy and his amazing staff will help you analyze your goals, priorities and resources to develop a strategy that fits you and/or your family. Thank you Troy at INPAC for making my dreams a reality

I have been working with Troy for years helping his and sometimes my clients successfully complete 1031 exchanges. He takes care of his clients with the utmost care, concern and is always putting their best interest first. He is responsive and quick to get things done. He is creative in his approach and highly skilled at helping his clients plan according to their goals. I highly recommend Troy.

Troy took the time to understand our situation and explained how we can prepare for the future.

TBR® Inspection Score Report

E.A. BUCK FINANCIAL SERVICES Total Inspection Points: 115/120
Acknowledgments: 8
Business Hours: 9
Business Images: 9
Reviews Study: 9
Complete Info: 10
Contact Info: 10
Current Evaluation: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

AGAPE WEALTH MANAGEMENT LLC Total Inspection Points: 114/120
Acknowledgments: 8
Business Hours: 9
Business Images: 9
Current Evaluation: 9
Reviews Study: 9
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

INPAC WEALTH SOLUTIONS Total Inspection Points: 113/120
Acknowledgments: 8
Current Evaluation: 8
Business Hours: 9
Business Images: 9
Reviews Study: 9
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10