Lee Financial Group Hawaii
“If you're into investing your extra 💸 this may be the place to go, they offer tax free average yield options.”
Best Financial Advisors in Honolulu, HI
The highest-rated Financial Planning & Wealth Management firms out of 283 vetted & reviewed in the Honolulu area.
Estate Planning Consultants of Hawaii
Estate Planning For Young Families, Estate Planning, Wills and Trusts, Advantages of Life Insurance In Trusts
“Having to deal with death of Dad, care and protect mom, and what is now only her estate; we were just unorganized, worried about mom, stressed and just lost.”
E.A. Buck Financial Services
- Taxes
- Company
- Options
“The staff has explained all the steps, regarding my finances, to me carefully and have been open to answering all of my questions, even taking the time to clarify when I didn't fully understand things.”
Inpac Wealth Solutions
- Understand
- Estate Planning
- Goals
“I may have been told some of the information before, from another financial advisor, but he presented it in such a way that the information “registered,” and the visuals helped tremendously!”
Sage Capone - Sage Financial Investments
Wealth Management Process, Financial Planning For Life Transitions, Retirement Planning
“Have never done an annuity before and don't know much about them, but this father and son helped get me through the process to set one up and it seemed to go well.”
Robert Priske
“He understands the level of sophistication of his clients and provides appropriate guidance to not only achieve their financial goals but to also sustain their level of wealth independently.”
Money Menders
- Budgeting
- Family
- Debt
“I thought I was years away but after sitting with their team and figuring out where exactly I was financially, We cleared up my nest steps and turns out I just had to focus on my credit and budgetting to be ready to buy my first home.”
Coda Financial Group
Get Started
“Most awesome helpful people when it comes to our money managemen.”
Financial Planning Hawaii
“My mother-in-law was in dire need of good financial advice when she fell victim to a financial fraud scheme being perpetrated on elderly civil service employees.”
Summit Financial Advisors
“Everyone, regardless of income can benefit from a financial advisor, and personally I can say that Glennel and her partners at Summit are extremely knowledgable, great communicators (even with me who's very ignorant and uneducated in anything finance...”
Better Life Strategies
“Brandy helps you identify what's holding you back from achieving your goals and she gives you the tools to move past them and achieve any goal you want to accomplish.”
ONE Team Financial Group
Life Insurance, Tax Services, Estate Planning
“You really will feel like a part of the One Team Family, and that is what I look for when doing business with someone.”
Creative Nurse
“The Creative RN Team understands the unique financial circumstances of health care employees from new grads paying off loans and saving for a home to experienced professionals focused on savings and retirement.”
Island Wealth Management
“Krystal and Brian are very caring, detailed, knowledgeable, and organized.”
Wealth Bridge
“When you're evaluating someone to trust with your life investments, the choice is complex -- track record, satisfied clients, efficient trade execution, thorough long-term planning, strong technical and reporting capability, strong reputation and per...”
Retirement Planning and Investment Management Services Estimated Cost in Honolulu, HI 2022
Minimum cost
$1230
Maximum cost
$10455
National Average
$3690
Avg Per Hour Rates
$369
$2460
$6765
Fair price range based on
196 cost profiles
Why these companies made our list
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