Waipahu Financial Planners

in Waipahu, HI

30
Financial Planners are
in Waipahu

6
Financial Planners in Waipahu
are top rated

N
Rated by
Peter G.
"It went great.
handled my case professionaly. They walked me thru everything they will do to repair my credit and what steps I need to do to help out.
" and the
is a great team. I recommend everybody that has credit issues go to them.
A
Rated by
jerome L.
"They have very high quality service. They make money. They don't take chances. They are very in touch with what you are. Its a great group and they don't charge you any extras. I highly recommend them.
N
Rated by
Susan S.
"
&
provides impeccable service and assistance. Their personalized approach to serving the needs of each and every client is what" distinguishes their organization from the multitude of other CPA firms. The knowledgeable and experienced staff is willing to go above and beyond to consistently deliver service which exceeds expectations. The accounting services of
&
have been instrumental to our company's growth and success.
-Find top-rated Service Providers

Find Top-Rated Waipahu Financial Planners

Angie's List helps you hire the best - and avoid the rest!

Financial Planners to Avoid

24

Top Rated Financial Planners

6

Prevent buyer's remorse with us

  • Tardiness is the #1 complaint against Waipahu Financial Planners
  • Shop with us to ensure a fair price
  • Our complaint resolution team will help if a project goes bad
+See Verified Local Reviews

Over 200,000 reviews for
Waipahu Financial Planners from people just like you.

N
"It went great.
handled my case professionaly. They walked me thru everything they will do to repair my credit and what steps I need to do" to help out.
and the
is a great team. I recommend everybody that has credit issues go to them.

-Peter G.

A
"They have very high quality service. They make money. They don't take chances. They are very in touch with what you are. Its a great group and they don't" charge you any extras. I highly recommend them.

-jerome L.

+Shop, Schedule, and Save on Services

Shop, Search and Save from anywhere!

  • Offers are exclusively provided by highly rated companies
  • Angie’s List members have access to exclusive discounts on local services
  • Shop, schedule, and stay on top of progress from any device
  • Our 30 Day Refund Guarantee means you can buy with confidence!
+Join 2 Million People on Angie's List

Over 2 million people trust Angie's List.

  • Your Membership Includes:
  • Instant access to top rated businesses covering 700+ services
  • Our Complaint Resolution Team to help when a project goes bad
  • On-the-go access to our iPhone, Android, & iPad apps
Find top-rated Service Providers
See Verified Local Reviews
Shop, Schedule, and Save on Services
Join 2 Million People on Angie's List

Local Articles in Waipahu

A financial planner can help you protect your family's assets and achieve long-term goals such as retirement and college savings. (Photo by Chris Liphart)

Financial planning

A financial planner can help identify goals and create a plan for you to achieve them. Before deciding to work with someone, be sure of his or her credentials, experience and method of compensation.

money in hand helps when parents needs financial help
Home Healthcare - Independent Living, Longterm Care - Assisted Living, Financial Planning

It's hard to talk money with aging parents, but financial planning and organization are critical when figuring out future health care and living options.

Home repairs can be costly, so it's important to be prepared by budgeting your money appropriately. (Photo by Jennica Abrams)
Financial Planning

On this episode of Chat with the Experts, we talk with financial author Eric Tyson to learn how to budget for home repair emergencies and home improvements.

funeral planning
Funeral Homes, Financial Planning

The average funeral costs more than $7,000. Avoid costly mistakes when planning or preplanning funeral arrangements to make sure your final invesment is sound.

holiday budget
Financial Planning

Holidays got your wallet? Find out ways to save money on gifts, travel and entertaining for Christmas, Hanukkah or Kwanzaa for a less stressful holiday season.

Angie's Answers

?
?

Have you checked Angie’s List? Angie’s List Answers is a great place to find advice from professionals, but for ratings, reviews and information to help you hire the companies you need, visit www.angieslist.com today.

 

 

?
?
?

Financial Advising reviews in Waipahu

A

Rating
The service is awesome. They were very detail-oriented and it worked well. I have been in using them for about 2 months.
Waipahu Financial Planners Provider Name Locked
is very nice and he did not push products on us and listened to what we had to say and went off that.
- Sonny H.
A

Rating
The thing with
Waipahu Financial Planners Provider Name Locked
is that he is an independent company so you get personalized service. He has done very, very well with my money. His company has really grown since I first started working with him in 1997. Today, he assists customers who are able to initially invest $250,000. From the beginning,
Waipahu Financial Planners Provider Name Locked
has pushed to be the best in his field. At the bottom, I’ve listed some of the certifications he has. He knows his stuff and is worthy of your business. I love having him as my financial guy. He has helped me to see the big picture…and I am confident that “everything financial” is now taken care of (from retirement & taxes to long-term care planning & estate issues). He is completely honest, trustworthy and transparent. During meetings with him, he makes sure that I understand everything we talked about. If not, he takes the time to accomplish that. I wouldn’t use anyone else. AND, I will tell you that the two times in 1998 where I didn’t follow his advice and I held onto my company stock. Well, the
Waipahu Financial Planners Provider Name Locked
changed as he predicted and I lost about $70,000 in retirement that year. Had I followed his advice to redistribute this money, this wouldn’t have happened. As you can imagine, I was devastated. He was right…and I have always taken his advice since. Lesson learned! Here are the certifications that
Waipahu Financial Planners Provider Name Locked
has which speak to his efforts to be the best in his field. If you go to his website, you will find everything you ever wanted to know about
Waipahu Financial Planners Provider Name Locked
and his business. I provided the definition of each certification for you. If you're like me, you don't know what all of those letters mean! CFP-Certified Financial Planner CLU-Chartered Life Underwriter CHFC-Chartered Financial Consultant CRPS-Chartered Retirement Plans Specialist
- Laura C.
A

Rating
We went to a class that
Waipahu Financial Planners Provider Name Locked
from
Waipahu Financial Planners Provider Name Locked
was giving with the hope of learning something about retirement/social security. At the class, we made another appointment to meet with him at his office. We were very impressed with his staff, everyone treated us with respect and they were very knowledgeable. He made a phone call on our behalf and ended up saving us quite a bit of money. We would recommend anyone looking for a financial advisor to give him and his office a call.
- Tom & Susan B.
A

Rating
I used
Waipahu Financial Planners Provider Name Locked
for their tax services. They keep weekend hours during tax season so it is pretty convenient to schedule the service. They handled everything promptly and made the tax filing very easy.
With the tax service also comes a financial advisory session. This was very helpful as we had not had this service performed for us before.
Waipahu Financial Planners Provider Name Locked
reviewed our entire financial situation and provided guidance on everything from how to distribute our 401k, how much and what type of life insurance we need to carry and the best methods for saving for a child's education.
I was pleased with the service all around and will use them again.
- Justin L.
A

Rating
I'm a professional and I love to invest my money, so one thing that I was doing is buying mutual funds, exchange traded funds, and some stocks, I had made about 16% in 2012, doing it on my own which I was very satisfied with and proud of. What I didn't realize was my net (after fees and taxes) return versus the amount of time and worry I had getting there.
I met with my accountant in January and my taxes were significantly higher than the year before. I got so sick of writing higher and higher checks the better I do. I knew
Waipahu Financial Planners Provider Name Locked
from a few years back and remembered that he was a financial guy, so I took him to lunch wanting to get some free information. Needless to say it worked because I am writing this review. and I want to report that my after
Waipahu Financial Planners Provider Name Locked
' fee and Uncle
Waipahu Financial Planners Provider Name Locked
's fee... my return from Februrary 4, 2013 to Februrary 3, 2014 was 16.5%! I didn't have to do anything, nor did I have to worry for one minute. I really felt like a
Waipahu Financial Planners Provider Name Locked
had been lifted!
I have to say that
Waipahu Financial Planners Provider Name Locked
is great guy, I trust him, he can come off as blunt but he told me what I needed to know, which I like. I've recommended him to several of my best friends. I can't wait to see what my return will be this year!
- David D.
N

Rating

It could not be a more smooth, less stressful, situation working with this company.

From initial contact with the office personnel in scheduling and preparing for an appointment to the followup after the appointment had been concluded the entire experience was pure professionalism! Every question that I proposed was answered with thought, consideration of my knowledge level, and clear explanation. Always punctual, down-to-business but always pleasant and cordial.
Easy to contact, great info-videos, easily navigated website, account files and reports very accessible on line. Contact is highly motivated and knowledgeable of the financial world. Always makes me feel appreciated as a client unlike most other companies that I've had contact with that were hard-sell to snag me and then just pretty much ignored me once I signed on with them.

Super pleased client!
- Harold B.
A

Rating
They were very helpful. The counselour helped my son with writing an essay for college applications. The service paid for itself. We were very happy with them. They were also able to help us with financial plan with our house.
- Irvette T.

All Financial Planners in Waipahu, HI

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

3 Pointe Financial

8001 Irvine Center Dr

Abelmann Rollins

1330 Ala Moana Blvd #301
Honolulu

Allegiant Group Inc

189 W Clarkston Rd

Allsup Inc

300 Allsup Pl

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

Est8planning Scott Makuakane LLC

1100 Alakea St
Honolulu

Freyman CPA, P.C.

40 Exchange Place

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.

HOMESTREET BANK

601 UNION ST

iBank

3090F Pullman St

IRS Tax Help Team

1201 S Beach Blvd

JANELL ISRAEL & ASSOC LTD

1585 KAPIOLANI BLVD
Honolulu

Kama'aina Mortgage Group

7 Waterfront 500 Ala Moana Blvd.
Honolulu

Lowell, Blake & Associates

141 Tremont Street

Marchand & Co CPA's PC

2003 Southern Blvd SE

S P Johnson Group

2025 Delaware Ave

Sturdy Foundations, Inc.

4725 Bougainville Dr. # 340
Honolulu

United Gold Direct

2945 Townsgate Road

Join Angie's List to get the best local reviews in Waipahu.

What Does My Membership Include?
  • Instant access to reviews for 700+ services
  • Exclusive service discounts - up to 70 percent off!
  • Top-notch support from our live call center
How does Angie's List work?
1. Say you need a Financial Planner
2. Angie's List has tons of detailed, local reviews.
3. Find a winner, and book them.
4. Angie's List is there to resolve any issues.
CBS
Good Morning America
Fox News
USA Today
The Wall Street Journal
MSN money