Financial Advising near Kaneohe, HI

23 locations found near Kaneohe

“Excellent customer service. Needed help in sorting out bank statements going back many years. Staff took the time to listen and provide thoughtful help. We appreciate that staff went above and beyond to explain the details. We are very grateful for their time, personalized service, and conscientious attention to detail. Many thanks for their outstanding service and customer care!”

4.1 Good18 Reviews

“Glennel is instrumental in the high success of managing my financial wealth, patient, responsive, knowledgeable, and keen insight to customize options that meets my needs.”

5 Superb25 Reviews

“I started with Tardus two months ago and have already done my first loan flip. My coaches are very experienced in the financial instruments they are teaching about and have introduced me to new ideas and new ways of thinking about money. I have a built a sound financial plan that fuels my other investments and lifestyle. I'm not in my finance myself but have long wanted to find a way to work with money in a meaningful way that builds wealth, and I can stay Tardus has started me on that journey.”

4.4 Superb59 Reviews

“Absolutely love working with this company. Their staff is amazing and if you don’t know anything that you need to know, they will let you know and walk you through the whole process been with them for a while. Happy to be working with them. And I look forward to talking to the staff every single time I call. ❤️”

5 Superb15 Reviews

“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:-)”

5 Superb13 Reviews

“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.”

5 Superb13 Reviews

“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.”

4.4 Superb37 Reviews

“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.”

4.5 Superb25 Reviews

“Best customer service I've every had through out the years, whether in person on over the phone, they are always helpful and friendly. It's not a bank in Hawaii so you can only do brokerage stuff (can do banking part online though). As long as you aren't dealing in cash it perfect. Also NO ATM Fees (I think up to $10 per month) so I never worry if I need cash.”

4.4 Superb29 Reviews

“#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.”

4.1 Good34 Reviews

“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!”

4.5 Superb24 Reviews

“This American saving bank branch is the best. I live close to other branch but I am start open account here.
Had many of issue for personal too. And my first language is not English.

Vice President Laura Gatchallan helps me to open my son’s account and good information that I need.

Amazing good energy branch.i am happy to visiting American Saving Bank piikoi branch!!”

3.6 Good61 Reviews

“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!”

5 Superb17 Reviews

“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”

3.9 Good54 Reviews

“I want to share the life-changing experience I had with my First Command Financial Advisor, Katherine Holmes. She came to my rescue during a very difficult time in my life. My husband passed away suddenly in June of 2020. After his death, I felt overwhelmed with the responsibility of single-handedly supporting our family and I wasn't sure what steps to take next.I walked into Katherine’s office broken, exhausted and lost. She recognized my pain and guided me with compassion and kindness as we developed a financial plan for my family’s future. It felt as if my late husband was in the room as we worked together to continue the legacy that he had worked so hard for after 17 years of military service.Katherine was very knowledgeable and had all of my late husband’s accounts and financial goals on hand. She knew exactly how to allocate the funds from his First Command life insurance policy so that our future would be protected. My family and I are very grateful for Katherine and for the team at First Command for acting as our “financial first responders” during our time of need.– Katie Lyckman”

4.2 Good9 Reviews

“Busy, busy, busy!
They open at 9 AM and the lines start at 8:30 AM. Lines for bank tellers, business ops, and even the drive-thru ATMs.
Always efficient and quick though. Lots of long time staff who know what to do.
Parking is tight but never impossible. Might have to walk an extra minute or two.
Otherwise this location services its purpose in the busy Pearl City, Aiea area.”

3.1 Average26 Reviews

“I come to this branch once or twice a month. Service is always pleasant. The lines move reasonably well. Today was the exception. Took a while to do my transactions. Enjoy.”

3.1 Average25 Reviews

“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!”

3 Average13 Reviews

“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.”

2.6 Average20 Reviews

“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?”

2.4 Poor18 Reviews

“I needed to do some banking and went to this branch. The environment is clean and the experience is friendly as I was greeted by a worker upon entering. My transaction was completed correctly and quickly, the teller and manager were pleasant to work with. I was impressed with this branch/company as ASB is not my main banking institution.”

2.5 Average18 Reviews

“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.”

1.7 Poor22 Reviews

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