Financial Advising in Honolulu, HI

“Since 2010, Doug and Kelley at Summit Financial Advisors aided us in securing a financial future for 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 was looking for a new tax service and Gene from Agape Wealth Management immediately responded to my inquiry. Within days, he set us up on his online portal and I sent him all of my documents. Without any charge or commitment, he looked at my previous tax returns and provided his insights. Gene and his team are extremely knowledgeable and communicative. The service was beyond 5 stars! I am so grateful to have their team on our side while we go through tax season. Faye is awesome as well and I truly appreciate all of the communication on behalf of their team!”

“It was great having the Deloitte tax team visit my job to discuss the major tax changes for the 2018 filing. Since there was quite a bit, my boss felt we could benefit from having the tax team share this information. They provided a comparison from the previous year to reflect the new changes, and they explained in detail what it meant. They were not there to sell any services, but to educate us on the changes. The Deloitte tax team had a representative explain the Federal taxes changes, another regarding State taxes , and an accountant that has been with the company for 30 years to oversee this session. They were all knowledgeable and great at explaining even to those that don't do their own taxes, there was lots of questions and they were patient at answering.”

“Janell Israel & Associates has been preparing my taxes since I've began my current line of work. They are located on the 16th floor of the Ala Moana Pacific Center Building on the corner of Kapiolani Blvd & Kaheka Street. You may know this building because Shokudo Japanese is right on the ground floor. I was first introduced to Janell herself via my other half as he's been going to them even longer than me. I first started going here almost 10 years ago, also met Lena who is their front desk receptionist, she cracks me up a ton! These past two years, Nicky has taken on me and my husband's tax preparation. They're on the conservative side, so they don't go crazy on trying to write off every single expense you have in your line of work. What makes our visits to the office so rewarding, is you get to catch up on gossip sessions with Lena and enjoy all her chocolates and Biscoff cookies:-)”

“I joined Tardus nearly a year ago to learn about ways to retire early. In this past year I increase my income nearly 80% and have reduce my retirement dates by 10 years. My life has changed so significantly that I am living my dreams because of their education and support. I’ve learned more about passive income, asset protection and opportunities in 1 yr than all of my professional career.”

“Great service, very professional, always puts family first, and makes sure that the products we use will better our family financially. Mahalo for all you do for us. We are confident that your firm will take the best care of our hard earned money.”

“Charles Schwab has been my stock brokerage since... basically this year. Started with Scottrade which was acquired by TD Ameritrade, which was recently acquired by Charles Schwab.With almost everything being done online or over the phone, there's not a whole lot of need to go to the office. Though there are times when having face to face interactions and direct communication is much more better.This new Charles Schwab office is located along Bishop Street, right before Queen Street at the street level of the Davies Pacific Center. This building has a parking garage, but not sure if there's validation. If not, there's metered parking around. The newly constructed office is super clean, bright, and welcoming, of course.I had an issue that just needed better clarification because communicating through emails and phone calls (which you need to WAIT and WAIT and WAIT) was just not getting anything done. The time zone was an issue, and some people just don't have phone voices (and Aloha spirit).Luckily the team at Charles Schwab were very helpful and patient. The receptionist was exceptional. Friendly, kind, patient, and very helpful in getting the assistance I needed. Their team helped me double check everything to make sure all documents were filled correct and all supporting documents were included.Needlessly to say, everything went smoothly. I'm glad this office is here with an amazing team to guide and assist me in making sure the process is done right the first time.”

“#gratefulWhen I first arrived on the island I did my research and decided to go with American Saving. I've been so pleased with my experience. I have been treated with Aloha from all directions. I now have a safety deposit box a savings account and a checking account every time I go in the bank I am treated like family I have seen first-hand them treat everyone with so much respect. regardless of how much money they have in their account everyone gets treated with the same amount of respect. definitely my type of place today Dustin was able to connect with us we were able to chat just a little bit about a good certificate of deposit (CD). I just sold my home on the mainland I would definitely not want my friends and family going with another bank based on what I have witnessed with my own eyes.”

“I recently opened a bank account and had an amazing experience thanks to Sho. From the moment I walked in, they made me feel welcomed and at ease. Sho patiently walked me through every step, answering all my questions and ensuring I understood everything. Their friendly demeanor and genuine care made the process stress-free. I highly recommend visiting Sho for any banking needs!”

“Financial transactions in Honolulu, Hawaii...My cousin needed a new debit card from American Savings Bank (ASB). I knew about this location because I kept looking at it from across the street last year when our Jaycee group participated in the Dragon Boat Races at Aala Park. Besides being one of the sponsors, ASB also had a very spirited team! I told my cousin that we should go to this Aala Park "Campus" location because it had free covered parking and is a new building! Yes... the interior is very pleasant and clean. There was an employee in the parking structure - acting like a guard and/or guide. Inside, another employee asked if we needed help - I think he was screening us for possible loitering because we were chatting on one of the sofas.Well - it was a successful visit. My cousin was able to finish his transactions successfully. If he needs to return, I would choose this Campus Branch again.”

“Everyone at this bank is very helpful! And for all the people complaining about, "OH I HAD TO TAKE MY CAP/HAT OFF," It is the federal law to remove all head wear, sunglasses, and finalize all your cellphone calls while in a bank PERIOD. IF YOU CANT HANDLE THAT, THEN DOWNLOAD THE APP AND DO MOBILE DEPOSITS YOU IDIOTS!!! Anyway, great service ASB Makiki ????”

“Best bank in Hawaii, IMHO. Their fraudulent transaction department saved my bacon again this morning as they always do without fail and have protected me for years, except for an 11- year hiatus while in Seattle, going way back to the 1990's. I'm 74 and I've seen my share of banks and I LOVE American Savings Bank. The managers, assistant managers and customer service people are always efficient, courteous, friendly, helpful and they truly LIVE ALOHA!”

“I've always had a pleasant experience at this branch, the people are friendly and helpful! I recently had an issue with my account, and they helped me get to the bottom of the issue, and we came to a solution I'm happy with.”

“Well the person who I spoke to on the phone was great. But I got to ask you the question. Why don't you guys have any any banks or ATM machines on the island of Oahu hawaii?”

“It's a well staffed location so it's great if you work downtown, but there's no parking anywhere nearby so you're better off going to any of their other nearby branches”

“This is the place my family does it's banking. I can't complain. I usually come early before the lunch hour to avoid the lines that form during lunch and in the afternoon. Staff is usually friendly. Usually we say hi to Eliza when coming here to deposit and what not. Haven't had too much trouble coming here. I wish tellers were more consistent. There are always new faces. There has to be a way to convince people to stick to a job. Not only that, new tellers are nervous so tend to talk story more. I see why the previous reviews talk about the lines being long. Perhaps the proper training on how to move the line will help. The guy in front of me was rolling his eyes as the teller was talking story with a couple. If there is a long line, conversations with customers should be brief. Have consideration for those people waiting for service. Another thing about this place is the parking lot. It needs to be repaved and restripesd. I can barely see the lines in order to park the car.”