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.

Very poor company to work with, all seemed good until they got me to invest with them, then…read morecrickets. Will not return your call or e-mail unless you act like you have more money to invest. Also, they invested my money in a security and I recnetly tried to take the money out, they told me I had to contact the company they invested the money in directly to get my money out. After going round and round with the company they said my broker needs to do the transaction, I contacted EA Buck and they have not replied back to my request for assistance in getting my money out. Also, I invested this money with them back in 2011 and when I went to try and get my money out it had only earned approximately 10% over the past 15 years. Terrible company and terrible service.

Since 2010, Doug and Kelley at Summit Financial Advisors aided us in securing a financial future…read morefor not only us but our adult children and their families as well. They helped us understand the basics of managing money and investment choices. They have provided detailed information about the stock options so we can make wise decisions. We are in a much better position financially since working with Summit Financial Advisors. Mahalo Doug and Kelley for servicing us over the years with your care and expertise. We are forever grateful!

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.

We worked with Gene this year to prepare our taxes and are very happy with his service. He was…read morefinally able to convince us to make changes we should have done years ago to relieve us from some of the tax burden every spring. It was nice to talk story with him and he took the time to understand our situation and make recommendations. We'll be back next year and appreciate his help! Highly recommended!

When it's time to do a HELOC, I go to Dan! This has been my 3rd HELOC with him since 2017. He makes…read morethe process so easy and always finds me the best rates. Thank you Dan! We will be doing business again soon.

Dan offers FREE HELOC Live Seminars! In addition, he works with a business partner who is a cash…read moreflow specialist and will meet with you one-on-one to help you thrive financially. He genuinely cares. It was such a wonderful experience working with Dan on getting a HELOC. He was recommended by a friend and was very communicative, responded quickly and reasonably, and was always available whenever I had a question. I did a bit of research on my own during the HELOC process, and he still found me the best option with the lowest interest rate while offering alternatives whenever a potential issue came up. Take a chance with him -- you'll be glad you did.

Richard has been managing my mom's assets for a few years now and has worked for various firms but…read morenow has his own, Keihatsu Wealth Management. My mom has stayed with him through the years. I had the pleasure of meeting him last September as he was helping my mom during the sale of her beach house which I was totally against. But he educated all of us on a DST investment opportunity which did sound very promising. I have never heard of such an investment. It has worked out very well, no taxes had to be paid on the sale of the property and now my mom has been making $6,000 a month with no effort on her side whatsoever. He has been very patient with my sisters and I explaining all of my mom's investments and his plans that align with our mother's goals. Even when the market to that recent big hit it had little effect on my mom's investments. He is very easy to reach and has always called me back when I had questions. He is very patient, kind, knowledgeable, and trustworthy; he is almost like family. If you are ever looking for someone to manage your finances for you or a loved one, you can't go wrong with Richard Park.

Stan is very knowledgeable about using insurance as a vehicle to " do what the Rockerfeller's do"…read more Become your own bank. I was looking for someone local who lives here instead of talking to someone from the mainland. So important that I can talk to someone face to face when making financial decisions for myself. I had an opportunity to do this many years ago and am kicking myself for not taking advantage of it back then! But it's not too late! You can still do this! Stan is your man to go to!

After reading "Becoming Your Own BANKER" by R. Nelson Nash and watching countless hours of YouTube…read morevideos it was time to put the concept of Infinite Banking into practice. Stan popped up on YouTube and I was immediately drawn to his story telling charm, wisdom, and his "Aloha Spirit". I became a client! I recently retired and wanted my hard earned 401(k) money to be in a safer place, and grow tax free. Stan designed a whole life policy with my goals in mind. My specially designed policy solves several problems, not only do I have life insurance, but I can use the funds in my policy to pay off high interest credit card bills, pay off a home mortgage, the list goes on, AND after I "graduate" the money in my policy will go to my family tax free. Wishing your business success and hope you get more clients. Thank you Stan and Amanda! Aloha, Ken

I was interested in hiring a financial adviser, as I wanted to consolidate and get my finances in…read moreorder. I was referred to Bob through my parents, who have been working with him for well over 25+ years, so the choice was obvious! His office is conveniently located in the Kahala Office Tower. My husband and I had our initial consultation with him, and we appreciated his solid financial advice and conservative approach. He put together a very useful and detailed spreadsheet that helps to keep us on track. I learned that Bob was a former CPA, so he even helped to review our past years taxes, and gave us really good advice on what we should/should not do for this year. Highly recommend Bob and his team - Allyson and Chris!

Bob is a wonderful resource. A thorough adviser who encourages clients to take ownership of their…read morefinancial condition and direction. He understands the level of sophistication of his clients and provides appropriate guidance to not only achieve their financial goals but to also sustain their level of wealth independently. His counsel to me has been life changing.

Mark Matsuo was excellent. Mark was extremely knowledgeable and helpful regarding my tax situation…read more I would highly recommend his services to others.

I am so disappointed I feel like I should share my experience so others don't go through the same…read morestress working with this business. I reached out to schedule an appointment with Mark using his online scheduling portal because I was starting a small LLC at the middle to end of last year and needed help. He called me promptly at the scheduled time and had helpful advice so I let him know I would like to work together and that I would like to hire him to do my business/personal taxes. He sent me a link to establish my account in the client portal and I started to upload my documents. 1. Red flag number one. He told me that I need to file my GE tax in December and all I needed to do was to email his staff and they would take care of it. Sounded easy enough. The time comes and I email his staff with Mark cc'd well before the deadline. I never received any reply or confirmation. I gave them the benefit of the doubt that they may be busy, so I waited a few days and then scheduled another phone appointment. Again, he called promptly, but did not have an explanation why my email was ignored. However, he was kind enough to file the taxes right on the phone. I thought all was well and taken care of. 2. Ref flag number two. I did have some questions about my business that he said he didn't know the answer to and recommended I ask other CPAs or HR Block for confirmation. That's reasonable and I appreciate the honesty in his response, however, I asked him how he would like me to close the loop and he said to email him. So I spent weeks seeking out other tax professional advice to make sure things will be filed correctly and I emailed him a few times with my findings to make sure we were on the same page and again, never received a reply so I eventually scheduled a phone appointment. 3. Red flag number three I had made a few separate phone appointments with him the rest of the year to make sure things were on track for taxes and I mentioned each time in the appointment scheduling that is what my visit was for. On several of those meetings, he called mostly on time but was met with the response "oh I guess I should have looked at your files ahead of time" which made me feel uncomfortable that he was not clear what was going on with my situation. He confirmed at the phone appointment he would be doing my taxes and I made sure to have everything uploaded promptly early 2024 well before the deadline. I emailed him again in January to make sure things were in order. This time I finally received a reply, but he made a mention about S Corp filing deadline that does not apply to my situation and really made me feel uneasy. He then stated that they were working on the taxes and that sometimes it takes a while so it's good I submitted everything early. He said not to worry and they would email me when everything was done. 4. Red flag number four I was planning to travel in March and so I scheduled one last phone appointment at the end of February to have him go through everything. Again, he made a comment on the phone that he had not looked at my documents and so most of the meeting was him going through what I had uploaded. He said everything seemed to be there. Looking back, he never asked me in detail about my business office or phone line or anything that could count as a deduction and because I was just starting out I honestly didn't even know about those things. I asked him to provide a specific timeline about my taxes and when I could expect them to be done and how he expect payment. He said they should be done the last week of March and that he will send an email when they are done to be picked up or a copy will be available on the portal. I asked him how I should follow up in case I don't receive a reply because at this point his phone appointments were completely booked through the end of April. He said, again, to email him. 5. Red flag number five Not unexpectedly, I did not receive any communication from his office at the end of March. I waited a few days out of courtesy and then emailed him asking for an update. To which I never received a reply. And still haven't. I ended up asking another company frantically to help me with my taxes to meet the deadline. I have always paid my taxes on time and this was a huge source of stress. The lack of communication is extremely frustrating and unprofessional. As a new business owner without prior experience with tax law, it's so important to have a reliable CPA. I felt that I did everything I could to be communicative and proactive but was met with poor to no responses, vague answers and no results. He never discussed clear timelines or expectations. Had I just left him at his word that things would be done, my taxes would never have been filed and I would have been hit with penalties. It's a shame because he is a nice guy, but I found this unacceptable.