I've been with Charles Schwab for a long time. I'm talking for a very long time. One of the…read morereason's I've been with them for such a long time is because my dad started me investing since I was younger with Charles Schwab and I never left them. Some of the reasons to be with them are below. I broke down some advantages and some disadvantages. The disadvantage has a easy fix if you ask me. If you are a beginner investor or a player in the stock market, Charles Schwab is an excellent place to invest and is often rated as one of the best overall brokerage firms in the industry. It caters to a wide range of investors, from beginners to advanced traders, offering a robust combination of low costs, comprehensive tools, extensive research, and strong customer support. They also provide resources for virtually all types of investors. Beginners benefit from extensive educational materials and support, while active traders gain access to the powerful, customizable thinkorswim platform that they acquired when they merged with TD Ameritrade. They offer $0 commissions for online U.S. stock and ETF trades, no account minimums, and no annual account management fees. Wide Range of Offerings: You can invest in a vast array of assets, including U.S. and international stocks, ETFs, mutual funds (over 7,300 are no-transaction-fee), bonds, options, futures, and forex. Strong Research and Education: Clients have access to high-quality proprietary and third-party research from firms like Morningstar and Argus, along with top-tier educational content, live webinars, and charting tools. Customer Support: The firm is highly regarded for its customer service, offering phone, chat, and in-person support through its extensive network of physical branches. Me and my family has witnessed this as we spoke to No'e (sp?) at this branch and he helped us out a lot with his vast knowledge with our parents living trusts and all the paperwork that went along with it. He was very helpful as well as his mainland counterparts. One big drawback is the lack of Direct Cryptocurrency Trading: Schwab does not offer direct spot trading of individual cryptocurrencies, though it provides access to crypto-related funds and ETFs. Then again you can do this yourself. Just make sure you have a digital wallet where you can take your crypto offline so no one can hack you. Just don't lose it as you can't retrieve it once it is lost or stolen. Come on down and see how Charles Schwab can help you secure you financial planning and investing.

Seems many Charles Schwab's offices. If it's the one with Kim Mullen as partner, definitely avoid…read more Witnessed my friend go through some unfortunate servicing there. However, if it's another office, not related, then it should be okay.

I worked with Duncan at Infinite Financial on a complex investment property refinance in Hawaii…read more The building has many complications and nuances such that most traditional lenders will not want to finance it. So it was crucial to work with the right person who had all the necessary expertise, local knowledge, and persistence to find a solution. Duncan found the right lender for my situation, and did an excellent job coordinating across multiple parties (lender, escrow, borrower). Throughout the process, Duncan was consistently available, responsive, and transparent. He kept me informed at every step and made sure I wasn't charged for anything I shouldn't have been paying for, and kept the deal moving on time-sensitive deadlines. Whether you're dealing a straightforward or a complicated financing situation, I'd strongly recommend Duncan and his team.

Having trouble finding a lender? Fret no more. Infinite Financial is there to help you…read more Two lending companies immediately approved my husband and me until we encountered a roadblock. And that roadblock was an insurance issue. Many lenders are not approving loans for condos in Hawaii if the building is underinsured. Some lenders are refusing loans unless the building has 100% replacement cost coverage.  I found Infinite Financial online. It caught my attention after reading several reviews about the company. Maintaining a perfect score of 5 since 2019 intrigued and motivated me to dig deeper into Infinite Financial. The owner of the company is Duncan Hsia. After I read his impressive resume, a graduate of University of Pennsylvania and attended Wharton College (Wow!), I knew he would be able to help us. And he did! When loan officers told me that no lending company would approve our loan due to the insurance requirement, Duncan came to the rescue. With his expertise and knowledge, we were able to purchase our dream condo. If you're looking for a knowledgeable, trustworthy, and supportive mortgage broker, look no more, Duncan is the one! Kudos to Duncan and his team.

If you're like my husband and I, you work to make ends meet, with hopes you can retire in the…read morefuture. We didn't have money to invest while we were working, but figured we both had pensions, an annuity and a 403b so hopefully we were okay. We sat down with a few financial advisors throughout the years, but never felt the connection with them or the fees to hire a financial advisor was out of our reach. Some financial advisors told us we didn't have enough monies to retire until age 67. Well last year on the recommendation of a work friend, I convinced my husband to attend a free retirement seminar EA Buck had in the Kapolei area. Hesitantly, my husband agreed saying he would accompany me, but going to classes was not his thing. To my surprise he enjoyed the seminar, participated in the Q&A's, felt the speaker was knowledgeable and said, let's sit down with one of their advisors and see what they say. A few weeks later were set to meet with Justin Hodges of the Kapolei office. That day changed our lives. Justin reviewed our portfolio, listened to what we had to say, entertained our ideas of wanting to retire early and actually said it was possible. What??? Really!!! Retirement in Las Vegas at the age of 55 and 57 was possible and a good idea? No negative response like that's a bad idea, or you don't have enough monies? How much is it going to cost us to work with you Justin? ...Nothing up front, you make money off of our investments? You can also manage everything remotely even when we move to Vegas? This is too good to be true!!! We now meet with Justin often. I bother him all the time by email or text. I ask him the same question all the time. We've become good friends. Justin is awesome! Easy to talk to, funny, knowledgeable in the tax and retirement rules and laws and he's smart. We're fortunate to have met him, we have full trust in his strategies and abilities. We recommend EA Buck and especially Justin Hodges to all our friends and family. Young and old it's never too early to work with EA Buck to set your retirement foundation. Wish we meet Justin sooner.

14 years my money has been invested here. i cant get a call back from anyone. Im getting a…read morecomplex.

Agape Wealth Management, LLC Pros: Quick response, easy to…read morereach, available and punctual Cons: Not really anything negative to report, just didn't get to meet in person, but then again, didn't need to either. Gene and Brandon were both quick to respond and always available to answer questions. We set up a time to go over a list of items and they were prepared. Both communicated with me on what the plan was, emailed me as promised, gave me options for dates/times and was more than flexible when I needed to make last minute changes based on my schedule. I needed them to work on my forms ASAP and they did not disappoint. They got it done faster than I expected and explained it all to me in easy to understand terms. Overall, my experience AWM was impressive. They far exceeded my expectations in response time, finishing up loose ends, keeping me on task without being pushy and charged a fair price for the work done. They were so helpful and knowledgeable in answering any questions I had. If anyone is in need of getting your taxes done quickly, accurately, efficiently, and at the right price, give these guys a call. You won't be disappointed. I learned my lesson to let these experts do their thing. It is well worth the price (and it's not expensive) and peace of mind to let these professionals help you. I know they will be getting my business next tax season. I already feel at ease knowing they will be there to help me, whereas in the past, it would be so stressful for me. I can't thank them enough for helping me out of a jam.

I hired Gene and his team this year to file taxes and was hoping to create a long-term financial…read morerelationship with them. They are nice people and were really helpful with filing this year as well as previous years outstanding taxes. Unfortunately 6 months later it's still not complete and I am trying to finalize payment plans on my own. I tried to contact Gene multiple times with either no response or no follow through, so I ultimately ended my business with them. He did apologize and offered to finish the job after I ended our business, but it's been dragging on and weighing on me for over 6 months and a new tax season is coming up again in only 2 months and it's just not worth the headache anymore. I would not recommend hiring Agape Wealth Management unless you have easy simple taxes that don't need any communication or follow up from them.

Love working with Matt! Matt is super professional and really appreciated him making me feel at…read moreease and comfortable with the investing process since i was nervous this being my first time. He gave me realist goals for my life and families future,he educated me through it all. Mahalos Matt

Extremely personable and helpful. Patient with someone who is just getting their bearings…read morefinancially.

Ethan and his associates inspire trust and confidence with sound, detailed, and expansive advice…read moreand assistance with all aspects of our financial health. From helping managing cash flow, investments, our many 529 accounts for our kids, and our multiple retirement accounts across platforms, Kala Capital is on top of everything. As I approach retirement, I'm all about the future, and Ethan is right there with me, stress-testing and making the future more easily understandable. The advice and assistance are friendly and transparent at all times. We feel very comfortable recommending Kala Capital Partners to anyone who is looking for excellent, highly competent advice.

Ethan and the team at KCP have been incredibly helpful throughout my financial planning process…read more They're patient, professional, and genuinely kind--always taking the time to answer my questions and make sure I have a clear understanding of the plan and process. I truly appreciate their support and highly recommend their services.

I have been a client of Garrett's since 2010, before SEA Financial began…read more He has always asked what it is I want to do, and advised me accordingly. He's dedicated, reliable, and quickly responds when I have contacted him with questions. Always warm, friendly and professional, he's really a 'local boy' at heart.

I found Garrett on here and Im so glad I did. I was nervous about taking this big step in finding…read moresomeone to help me navigate towards retirement. After our initial zoom meeting, Garrett's personable attitude won me over. I could tell he was kind and he listened carefully to how i envisioned my retirement and what it would look like. In the past few months, we've had several meetings and he's given me a lot of information to process but this is what i needed. I am confident that with his guidance, I will be able to achieve my goals. Thanks to Garrett i'm not so nervous anymore and I am excited for the journey ahead. Mahalo.

Tod is a knowledgeable, dependable, friendly and effective tax preparer. And his service continues…read moreway after the taxes are filed when I have tax questions and income changes. Download/print out a couple of pages to fill out with your info and then turn in or up-load your tax papers for him. Done. He will clearly explain what he has accomplished and what you will have to pay and later do for the rest of the year. A great person to help you during the tax season and beyond.

Thank you Tod and team for taking care of me for 2025. I love the secure website where I can upload…read moremy paperwork seamlessly from anywhere. Your team is great about confirming the secured documents have been received. The turnaround time was right on par! Looking forward to utilizing your team in 2026.

I've worked with Andrei and Lyndsey for a few years now and they are excellent…read more I appreciate that they are quick on communication whether that's call, email, or messaging on the Edward Jones app. Andrei makes me feel comfortable with my investments. I call him for any financial question that I have and he's helped guide me to making the right decision that works best for me and my 'ohana. I would highly recommend Andrei to anyone that is looking for a financial advisor.

I cannot recommend Andrei highly enough! Working with him has been an absolute game-changer for our…read morefinancial well-being. Andrei possesses an exceptional depth of knowledge and a keen understanding of both domestic & international financial markets & trends that have significantly benefited our financial strategy. From the very first consultation, Andrei took the time to truly understand our financial goals and crafted a tailored plan that not only met but exceeded our expectations. His financial literacy, regulatory knowledge, & overall strong communication skills help us to understand complex financial concepts clearly all while ensuring we are confident & secure every step of the way. What sets Andrei apart from other advisors is his dedication to personalized service. Andrei truly listens to his clients & is incredibly responsive and proactive. He is always staying ahead of market trends and adjusting our portfolio accordingly. It is this proactive approach that has not only safeguarded our investments but also maximized growth opportunities. Moreover, Andrei demonstrates a genuine commitment to our financial success. He regularly provides updates and recommendations that align with our long-term goals. And goes above and beyond, doing extra research, to ensure that we are comfortable with the strategy that we have in place. If you're looking for a financial planner who combines expertise with a personalized touch, look no further than Andrei Ichinose! *BONUS! Branch Office Administrator, Lyndsey Marrel is an absolute joy to work with. She is so very kind & personable all while keeping the same standards of professional excellence.

Michael Mazzella owes me 200k and he has stated in multiple emails that he does not intend to pay…read moreme back. I attended his courses in Honolulu and we made an investment deal in 2017. We signed a contract that I would lend him 200K and he would pay that back to me PLUS interest after one year. It has been 3 years now and he has paid back nothing. When I attended Mazella's course, I remember another man who was there, telling me that he was waiting on Mazella to pay HIM back...I should have seen that red flag and ran. Since the deal, I have become a quadruple amputee and I am 82 years old...the stress and heartache on me and my family has been unbearable. Now more than ever, with healthcare costs, long term care, I am depending on that repayment. I trusted this man and wish I hadn't. I have emailed him multiple times. Our contract stated I would be repaid with in ONE YEAR. He told me that he is 100% uncollectible because he does not hold assets in his name so there is no forced collection, levy or garnishment...and to not throw my good money after "bad." I interpret that to mean that he didn't have any plan to pay me back. In a recent email, when I asked him point blank : Do you have any intentions of repaying anything, this was his reply: "I've already answered this question. Twice in fact. Yet you keep asking as if doing so will change the answer. So I'm gonna answer it one more time. No. We have to wait until the deal resolves itself...If and when the foreclosure concludes and wipes out your interest, then you have lost money, and then we have that discussion. In the meantime you might want to consider lawyering up to protect your interests against the 1st position lender, who has named you as a defendant." Ultimately, the "Honolulu Mentor" or "Turtle Bay Mentor's" advice to me was to lawyer up, and my advice to anyone taking his class, is please do not make the same mistake I did by trusting this man...and the more I talk to people the more I find people just like me, in this situation with someone who did not hold up his end of the deal.

If you want to learn how to invest in Real Estate in Hawaii, Honolulu Mentor is the hands down best…read moretraining and mentoring you can get. Your instructor and mentor, Michael, will teach you the right way to invest in any market. Just be ready to learn new concepts vs old school ways of thought about money, banking and real estate. In Michael, you have a mentor living and actively investing in Hawaii. I know quite a few graduates of the mentoring course who are very successful real estate investors after taking Michael's course and wanted to be successful as a real estate investor myself. Not knowing exactly what to expect I enrolled in the mentoring. Talk about drinking information from a fire hose! It's a lot to absorb during the week long course. He not only covers how to find deals and fund deals, ground you in the important fundamentals of real estate investing and will teach you from the ground up. Not only that, he teaches goal setting, who you need on your power team, critical thinking as well as mastermind groups. I really enjoyed the hands on training provided by going out to deals he has in progress. It comforting to know that even after graduating, I know that he is available for questions for up to 30 days. I'm am now a graduate of Honolulu Mentor and feel confident, because of Michael, I am now on my way to create the best year of my life! THANK YOU, MICHAEL! You're my hero!