Sage Capone - Sage Financial Investments Kilauea Ave, Honolulu

Sage Capone - Sage Financial Investments Reviews

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  kylie kohagura
  5

  " Sage has a very welcoming, friendly, professional and personable nature who works with integrity to provide his clients with sound financial advice and guidance. His professionalism and knowledge of his industry ensures there are no questions left unanswered in determining the right strategy for his clients. I highly recommend Sage Capone."

  Response from the owner

  Thank you Kylie for taking the time to write me a review on google! I'm very blessed to have helped both your parents and now yourself. I'm looking forward to a long-term relationship and to help you reach all your goals.

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  Sasha Capone
  5

  I was very hesitant to invest part of my savings into a financial product and the stock market. However, Sage made me feel very comfortable by fully explaining the market and investment process. Not only is he smart, but he is calm, comforting and empathetic when handling your precious, hard earned money. He was very transparent as well, even showing his own investment record and results to give me peace of mind for my own investment future. Sage is very knowledgable in the various financial products and investment options and partners with reputable financial institutions. I feel confident and secure knowing he is managing my accounts and highly recommend him if you are looking for a financial advisor!

  Response from the owner

  Thank you Sasha for taking the time to write me a review on Google! I appreciate you as a client. I enjoy teaching and going over the Financial Literacy with you in every phase of Financial Planning. Looking forward to seeing your transformation with your business and helping you with annual contributions to your Financial Accounts.

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  guy ogata
  5

  Several years back, I met Sage Capone at my home on a Saturday for a home appointment to review my finances with my wife Diane. He educated us on a variety of different accounts and provided us with financial education versus sales. Needless to say, I was impressed with his demeanor and presentation. My wife and I felt that we could trust Sage to help us as our financial advisor. Sage is and continues to be a very responsible for my finances and I am very satisfied with what he has done for me. Sage was also kind enough to make himself available for weekend appointments to review my estate planning trust and our current financial accounts. I would be glad to recommend Sage to any one of my friends or family and I would be honored to talk to any potential clients on his behalf. Over the years Sage evolved from a trusted Estate Planner to a good Friend and now he is apart of my family. I trust him with the bottom of my heart.

  Response from the owner

  Guy, Thank you for taking time to write us a review on Google! We truly appreciate you as our friend and client. It has been a pleasure knowing you and helping you with Estate Planning, Financial Planning and Money Management. I know it has been very hard for you losing your wife but I hope that our continued meetings and your family can help you with this hard life transition. Looking forward to helping you in 2022 and beyond.

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  Lavonne Makaawaawa
  5

  We are very thankful we met Sage Capone and his father Steve Capone. They helped us with our financial needs and trust. They are very professional, knowledgeable, and we highly recommend them!

  Response from the owner

  Lavonne, Thank you for taking the time to write us a review. It has been an honor helping you with Estate Planning and Financial Planning. You have such a beautiful family and it has been an honor to help you, your husband and your son. Excited for you to start getting rental income and retiring this year! Looking forward to working with you in 2022 and beyond.

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  Patti Redford
  5

  Sage is very easy to work with. He listens to your concerns and works with you to achieve your goals. He responds to your emails immediately. I would highly recommend working with Sage.

  Response from the owner

  Patti, Thank you for taking time out of your schedule to write us a review on Google. It has been a pleasure working with you and meeting you at your beautiful home. From your Estate Planning, Financial Planning, and Asset Protection it is always great working with you and your family. We appreciate your friendship and the beautiful gift on Christmas! Looking forward to to helping you in 2022 and beyond.

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  don leong
  4

  I have been having Sage and Steve help me for over 5 years. When my mother passed away they were there to guide me . And when my wife passed they were there from start to finish with all my investments. They treat you like family and always looking out for me and my family.

  Response from the owner

  Donald, Thank you for taking time to write us a review on Google. My father and I are so grateful to have you as a client and friend with Estate Planning, Investment Planning and Insurance Planning. We appreciate you sharing your herbs, Bananas, Pitaya, Mango and Freshly Made Gau Gee. We enjoy everything you share and we look forward to helping you 2022 and beyond.

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  Josie Cross
  4

  This system is showing a name that is NOT mine, but can't seem to do a review with my own name. 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. Aloha!

  Response from the owner

  Sue, Thank you for taking time out of your schedule to write us a review. It has been a pleasure advising you with your Financial and Investment Planning. We appreciate you working with us virtually as you are on the Big Island while we were busy on Oahu with In-Office Appointments. We look forward to meeting you in person in the future!

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  Patti Schorn
  5

  Passion, knowledge and a genuine interest from the heart in achieving the best for my husband and I is what makes for a truly professional advisor! Sage has this and so much more. His dedication, business excellence and education sets him apart and we highly recommend him to anyone wanting to achieve better financial outcomes with a sense of security for the future. And Sage is so refreshing and comfortable to work with. Believe us...he does all the work, always thoroughly explaining everything in ways you can understand and just on top of everything! The experience is quite rewarding!! And we can’t say enough of his ethical and caring demeanor which elicits a deep trust and respect that is a rare find. He truly makes us feel like we are the most important people, always keeping in touch to say hello or just to make sure we are doing okay. The saying “Priceless”sums him up! He has the most genuine heart for us and we are so grateful for the beautiful Blessing in Sage. Thank you Sage for embracing us like family and taking such beautiful care of all our needs! May God Bless You, Kevin and Patti

  Response from the owner

  Patti, Thank you for your kind words and beautifully written google review. It has been a pleasure knowing you as a friend and client. We appreciate the personal introductions that you have provided us to help you and your friends with Financial Investing, Asset Protection and Money Management.

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  Adrian Jelffs
  5

  I had the pleasure of meeting Sage after being introduced through his father for financial advice. Sage took the time to really understand my situation and develop a financial plan at no cost. The financial planning software allowed me to maintain full control as he designed a financial blueprint for my future. Once I realized I wanted to implement his strategies, he explained the extremely low fees and process very clearly. I’m blessed to have Sage manage my family‘s financial future. I highly recommend anybody looking to take control of their finances to contact Sage for a free second opinion on their investments. It will put you on course to meet your family‘s financial goals!

  Response from the owner

  Adrian, Thank you for taking the time out of your busy schedule to write me a Google Review. It has been a pleasure serving you since we met in 2016 with your financial plan and insurance protection. My team and I are happy to hear that you appreciate the financial planning software as it's meant to help guide you to reach all your goals.

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  Regina Dugay
  5

  We have worked with Estate Planning Consultants for a few years now. For the past 2 years Sage has also been our financial advisor. He returns calls in a timely manner and regularly reviews our account with us. He has always listened to our current needs and has acted in our best interest. Sage is highly recommended by our family.

  Response from the owner

  Regina, Thank you for taking time to write me a personal recommendation on Google. Manning and your grandkids are blessed to have you in their life. I love getting your Christmas Card with an updated photo of the family. Looking forward to guiding you and Manning with your financial accounts and investment management in 2022 and beyond.