Below is a list of the top and leading Financial Services in Honolulu. To help you find the best Financial Services located near you in Honolulu, we put together our own list based on this rating points list.
Honolulu’s Best Financial Services:
The top-rated Financial Services in Honolulu, HI are:
- INPAC Wealth Solutions – provides wealth management in every stage of its client’s life
- Lee Financial Group – helps build wealth and trust with all its customers
- Wells Fargo Advisors – can provide a full range of financial products and service
- Island Wealth Management, Inc. – believes in planning beyond a lifetime
- Ameriprise Financial Services, LLC – cares about all its client’s financial goals through the excellent execution of their services
INPAC Wealth Solutions
INPAC Wealth Solutions provides wealth management in every stage of its client’s life. The firm is an innovative financial planning firm ready to transform its client’s money efficiently. Moreover, they plan with a purpose for long-term benefit. Their dream is to be an inspiring financial management firm to all their clients. In addition, they constantly assist their clients through constant communication.
The firm specializes in financial management and planning services. Furthermore, their services include financial planning, finance management, and financial consultation. They also provide investment planning and market analysis.
financial assistance, accountant
Address: 1001 Bishop St Suite 2300, Honolulu, HI 96813
Phone: (808) 784-4001
”I visited 5 financial planners before I decided to go with INPAC. I felt all of the other financial planners just wanted my money. Troy at INPAC helped me understand that you need to plan to achieve your goal. Which enables you to live your dreams. He knows that your plan is not only financial but also you need to stay healthy to live your dreams. INPAC has classes and seminars on healthy cooking, fitness, mortgages, and social security. ” – Kenneth Pang
Lee Financial Group
Lee Financial Group helps build wealth and trust with all its customers. With over 40 years of experience, they feature impressive and reliable financial services. They are an investment management firm offering services to a broad range of clients. Moreover, they believe in focusing on building a business rooted in community values. They also have a team of highly talented people with extensive experience in the industry.
The firm offers a wide selection of reliable and cost-efficient services. Their services include investment management, investment strategies, and financial management. Furthermore, they also provide financial consultation and strategies.
Address: 3113 Olu St, Honolulu, HI 96816
Phone: (808) 988-8088
”If you’re into investing your extra money, this may be the place to go, they offer tax free average yield options.” – HosFar FarHos
Wells Fargo Advisors
Wells Fargo Advisors can provide a full range of financial products and services. They aim to help clients select individual investments to develop a retirement plan. They also have access to a broad array of company resources and market experts. Furthermore, the team is knowledgeable and helps clients make informed investments. They are ready to help clients develop strategies for pursuing their own financial goals.
They feature a large selection of credited financial services. Moreover, they have broker-dealer services, investment, and financial consultation. They also have experts for financial planning, market analysis, and investment prospecting.
finance advisor, investment
Address: 1001 Bishop St Suite 1900, Honolulu, HI 96813
“Very good , answered all my questions and made everything easy.” – Chris Phipps
Island Wealth Management, Inc.
Island Wealth Management, Inc. believes in planning beyond a lifetime. The company stays focused on the big picture and has a long-term mindset. They believe that financing starts with what is important to their clients. Furthermore, that is why they begin every relationship with a financial plan to help their clients. Their goal is to make a positive impact on the lives of the families they work with.
The company offers a diverse selection of financial services. Moreover, these include financing, bookkeeping, and financial planning. They also provide investment and forums for financing.
bookkeeping, consultant, accountant
Address: 500 Ala Moana Blvd #7, Honolulu, Hawaii 96813
”Brian and his team are truly the best. They have that personal touch that makes every client feel extra special. Whenever I have a question about my investments, I always am able to speak with someone any time of the day.”
– Dan Ambrosewicz
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC cares about all its client’s financial goals through the excellent execution of their services. They help clients achieve all their financial goals with a reliable and thorough financial plan. Moreover, they provide confident, connected, and controlled finance planning. They take the time to understand what is truly important to their clients. The team also makes smart investments through thorough discussion with their clients.
The company provides a broad selection of affordable and professional financial services. Furthermore, they offer tax-paying, mutual funds pretax, and after-tax rates of return. They also have document tracking and tax computation services.
Address: 1001 Bishop St Ste 788, Honolulu, HI 96813
Phone: (808) 792-5977
”They are an absolute and reliable team. I think they are a life changer for anyone who is in need for a financial advisor out there!” – Jesse Sheley
Jeanie Burford is a reporter for Kev’s Best. After graduating from UCLA, Amy got an internship at a local radio station and worked as a beat reporter and producer. Jeanie has also worked as a columnist for The Brookings Register. Amy covers economy and community events for Kev’s Best.