Honolulu Financial Partners

Sage Capone - Sage Financial Investments provides thoughtful financial planning and investment guidance in Honolulu at 4747 Kilauea Ave #214. Clients describe Sage as knowledgeable, dedicated, and personable, offering clear explanations, tailored options, and responsive follow-through. Services highlighted include retirement planning, IRA contributions, tax guidance, and estate planning, with a patient approach that helps clients feel confident and supported.

RP TAX SERVICE in Honolulu provides fast, efficient tax filing and dependable accounting support. Clients describe the team as welcoming, with clear communication and trustworthy service that helps maximize returns. Locally or remotely, RP TAX SERVICE is praised for seamless experiences and attentive guidance through the tax process.

Located at 1415 Kapiolani Blvd in Honolulu, H&R Block provides tax preparation and related accounting services. Reviews highlight Xiaodong Qiao as knowledgeable, professional, friendly, thorough, and consistently efficient, with many clients returning year after year. The Ala Moana location offers reliable, accurate, and timely tax filing for the Honolulu area.

SEA Financial Hawaii offers insurance and financial planning support in Honolulu at 1650 Ala Moana Blvd. Guided by Garrett Wheeler, clients describe compassionate, patient, and trustworthy service, with clear explanations and careful listening. From insurance questions to investment setup, the team provides empathetic guidance to help families make informed decisions.

Jung Hoon Ji, CPA offers accounting, finance consulting, and tax guidance in Honolulu, HI. Located at 1441 Kapiolani Blvd, Suite 716, the firm is praised for listening, clear explanations, and genuine care. Clients report professional, approachable service, helpful bookkeeping and tax support, educational YouTube videos for small businesses, and proactive communication that keeps clients informed and confident in their finances.

Summit Financial Advisors in Honolulu, HI at 1163 S Beretania St offers fiduciary financial planning and investment guidance from CFPs like Glennel, Kelley, and Doug. Clients praise sincere, thorough, no-pressure advice with active follow-up, and retirement planning support. Notably, they provide at-home annual evaluations to review investments and future needs. They’ve helped families secure financial futures since 2010.