5 Best Financial Services in Honolulu, HI

Below is a list of major financial services in Honolulu. To help you find the best financial services located near you in Honolulu, we’ve put together our own list based on this list of rating points.

Honolulu’s Best Financial Services:

The top rated financial services in Honolulu, HI are:

  • INPAC Wealth Solutions – provides wealth management at each stage of its client’s life
  • Lee Financial Group – contributes to creating wealth and trust with all its customers
  • Wells Fargo Advisors – can provide a full range of financial products and services
  • Island Wealth Management, Inc. – believes in planning beyond a lifetime
  • Ameriprise Financial Services, LLC – cares about all the financial goals of their clients through the excellent execution of their services

INPAC Wealth Solutions

experienced financial services in Honolulu, HI

INPAC Wealth Solutions provides wealth management at each stage of its clients’ lives. The Firm is an innovative financial planning firm ready to effectively transform clients’ money. Moreover, they plan with the aim of obtaining long-term benefits. Their dream is to be an inspiring financial management company for all their clients. In addition, they constantly support their customers through constant communication.

The company specializes in financial management and planning services. Additionally, their services include financial planning, financial management, and financial consulting. They also provide investment planning and market analysis.

Products:

financial aid, accountant

SITE:

Address: 1001 Bishop St Suite 2300, Honolulu, HI 96813
Phone: (808) 784-4001
Website: dreamplanlive.com

COMMENTS:

“I consulted 5 financial planners before deciding to go with INPAC. I felt like all the other financial planners just wanted my money. Troy at INPAC helped me understand that you have to plan to achieve your goal. What allows you to live your dreams. He knows that your plan is not only financial, but also that you need to stay healthy to live your dreams. INPAC offers classes and seminars on healthy cooking, fitness, mortgages, and social security. -Kenneth Pang

Lee Financial Group

Reliable Financial Services in Honolulu, HI

Lee Financial Group contributes to creating wealth and trust with all its customers. With over 40 years of experience, they offer impressive and reliable financial services. It is an investment management company providing services to a wide range of clients. Additionally, they believe in focusing on building a business rooted in community values. They also have a team of very talented people with extensive experience in the industry.

The company offers a wide selection of reliable and cost-effective services. Their services include investment management, investment strategies and financial management. Besides, they also provide financial tips and strategies.

Products:

accountant, accountant

SITE:

Address: 3113 Olu St, Honolulu, HI 96816
Phone: (808) 988-8088
Website: leehawaii.com

COMMENTS:

“If you want to invest your extra cash this might be the place to go, they offer tax free mid yield options.” – HosFar FarHos

Wells Fargo Advisors

Affordable Financial Services in Honolulu, HI

Wells Fargo Advisors can provide a full range of financial products and services. They aim to help clients select individual investments to build a retirement plan. They also have access to a wide range of company resources and market experts. Additionally, the team is knowledgeable and helps clients make informed investments. They are ready to help clients develop strategies to achieve their own financial goals.

They offer a wide selection of credited financial services. In addition, they have brokerage, investment and financial consulting services. They also have experts for financial planning, market analysis and investment prospecting.

Products:

financial advisor, investment

SITE:

Address: 1001 Bishop St Suite 1900, Honolulu, HI 96813
Phone: (808) 547-5200
Website: home.wellsfargoadvisors.com/001_8E

COMMENTS:

“Very good, answered all my questions and made everything easy.” –Chris Phipps

Island Wealth Management, Inc.

servicing financial services in Honolulu, HI

Island Wealth Management, Inc. believes in planning beyond a lifetime. The company remains focused on the big picture and has a long-term mindset. They believe financing starts with what’s important to their customers. Plus, that’s why they start every relationship with a financial plan to help their clients. Their goal is to have a positive impact on the lives of the families they work with.

The company offers a diverse selection of financial services. Additionally, these include financing, accounting, and financial planning. They also provide investment and funding forums.

Products:

accounting, consultant, accountant

SITE:

Address: 500 Ala Moana Blvd #7, Honolulu, Hawaii 96813
Phone: (808) 525-7200
Website: islandwealth.com

COMMENTS:

“Brian and his team are truly the best. They have that personal touch that makes every customer feel extra special. Anytime I have a question about my investments I can always talk to someone anytime of the day. »
–Dan Ambrosewicz

Ameriprise Financial Services, LLC

Professional Financial Services in Honolulu, HI

Ameriprise Financial Services, LLC cares about all the financial goals of its clients through the excellent execution of their services. They help clients achieve all of their financial goals with a reliable and comprehensive financial plan. In addition, they provide reliable, connected and controlled financial planning. They take the time to understand what is really important to their customers. The team also makes smart investments through in-depth discussions with their clients.

The company offers a wide selection of affordable and professional financial services. Plus, they offer pre-tax and after-tax rates of return for mutual funds. They also have document tracking and tax calculation services.

Products:

finance, advice

SITE:

Address: 1001 Bishop St Ste 788, Honolulu, HI 96813
Phone: (808) 792-5977
Website: ameripriseadvisors.com

COMMENTS:

“It’s an absolute and reliable team. I think they are life changing for anyone who needs a financial advisor! –Jesse Sheley