E.A. Buck Financial Services is an independent financial planner in Honolulu, Hawaii. Katie Buck is the Chief Executive Officer of the firm. First, the team understands your and your family’s needs and goals. Next, they create a detailed financial plan to help you pursue your lifelong goals. They meet with you regularly to ensure your financial strategy works for you and your goals. E.A. Buck Financial Services has been fortunate to have assisted over five thousand families. They dedicate their practice to providing goals-based planning. They use proactive strategies to help their clients apply the tax code efficiently. They take a customized approach to achieving your set goals. Their approach is simple, straightforward, and designed for your financial freedom.
3 Best Financial Services in Honolulu, HI
Expert recommended Top 3 Financial Services in Honolulu, Hawaii. All of our financial services actually undergo 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
The E.A. Buck company has been helping me for over 15 years. It is because of them, if I have to retire today at 53 years old, I will be alright financially. What I like most about E.A. Buck is that Jeff Buck has taught me so much about investing and financial history. They spend time with their clients so they understand the investments and everything is tailored to that specific client and their personal situation. I'm glad I made the move to E.A. Buck. They don't charge me for their time so what have you got to lose. Reach out to them today before you regret it tomorrow.
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.
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.
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Agape Wealth Management is a locally owned financial planner in Honolulu, Hawaii. 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 because he wanted to create a boutique advisory firm tailored to his unique family of clients by offering a variety of investment products and advice in a conflict-free environment. The team is independent, so they can help you develop your custom financial strategy from various products, services, and approaches. They specialize in comprehensive financial planning by assisting clients to address critical financial events. Their staff of dedicated financial professionals is here to provide personalized service built around you. 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 you achieve your dreams.
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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.
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INPAC Wealth Solutions is a leading Financial planner in Honolulu, Hawaii. Troy Wada is the principal wealth advisor of the firm. The team knows life changes and is committed to helping you achieve your long-term goals financially, professionally, and personally – no matter what happens. They provide a range of tools to help you align your actions with your financial objectives 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. With access to a wealth of expertise, specialists, and insights, they can guide you toward achieving your specific financial goals.
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INPAC WEALTH SOLUTIONS REVIEWS
We got introduced to their business through a work relationship between their company and my wife's work credit union. This company offered free assistance with financial planning. Troy Wada is the owner and planner as well. He has a staff to also assist with planning. There is a consortium of other businesses that associate with INPAC. So far, we got a trust made through one of their associated attorneys. It was quick, complete and liberating. Now we don't have to worry about death and how the family will be taken care of. This includes an advanced directive and a complete CD of all of the documents involved. Troy also compiled all of our assets and liabilities to determine what our retirement future looks like. It's not all numbers however because quality of life is as important as how much money you need to retire. It is a very comprehensive view of your future before and after you retire. They have a nice office to discuss your financial planning. We joked around about how minimalistic his office appeared like a boiler room operation. But they did some Feng Shui research and the office was transformed into a home like place - - it feels very comfortable there now. Bottom line is they get the job done. Troy is easy to talk to and is real, not some robot who is just business. He is confident about market trends and the direction of investments. I believe we have a lifetime financial planner.
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.
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