Testimonials
'“Thank you to Allan and his team, especially Jerry Dela Cruz, for their continued dedication and commitment to provide much needed assistance to older Americans in our community. Navigating and understanding ones financial and insurance options can be a challenge, even for those who may be savvy. Jerry's years of experience allows him to take complex concepts and explain them in a way that makes it easy for everyone to understand."
Much Mahalo and Thanks
— Keith Regan (Managing Director, Maui County)
”I have known Mr. Allan Nakata for the last 12 years. He and his firm have represented clients and associates alike, in a dignified and professional manner from day one. These are fantastic people with a client first approach. Their depth of knowledge and handling of complicated cases for residents of The Islands is unparalleled. It is such a pleasure to be associated with Al and his fine group. We are so proud to be a part of his organization."
— Clay LeGeyt (Managing Partner American Senior Benefits)
"It has been my great pleasure and honor to have known and worked professionally alongside Allan Nakata for over 20 years. Allan is a man of unquestioned integrity. He knows his business and has a good heart. He is committed to serving our seniors with skill and compassion. I would trust my own mother to him."
— Thomas Rulon, Esq. (ACTEC Estate Planning Attorney)
"After the sudden loss of my husband, I found myself in a "land of financial unknowns." I was lost in retirement accounts, government benefits, RMDs, beneficiaries, pensions, annuities, trusts…etc. I tried to find the right path talking and working with professionals in the field. I made some changes that was not in my best interest. I was not out of the "land of unknowns" but seem to have jumped into "rough
seas." I was in turmoil and needed expert assistance. Sharing my concern with a relative, he suggested Allan Nakata and his Associates and he secured an appointment for me. Mr. Nakata and his staff was the
breath of fresh wind, I needed. After the first appointment, I felt we could journey to "land of financial stability”…estate plans and goals, comfortable lifestyle, independent care and living, kids and a plan for a
stable financial future." After the second meeting, I felt my future financial journey would be on smooth ground and believe that Allan Nakata and his team was heaven sent. Whenever I’m in need of further
estate planning assistance; I call and have gotten the help. I am most thankful and appreciative of all their hard work and professionalism on my behalf."
—Rose Nunogawa (Retired Teacher from Hilo, HI)
"What a stroke of luck to be there at the right time and place. I was fortunate to have put my name and phone number on a piece of paper at a fair to get something free. When Jonathan called, I was kind of hesitant about what he had to offer. He sounded down to earth and so we scheduled a meeting to hear what he had to offer. When he came to our home and did his presentation my wife & I were impressed with him and how the company could help us with our personal and legal matters pertaining to our immediate and future needs. It sounded too good to be true! What did it cost? Not much for our piece of mind and friends forever with Allan Nakata & his gang. Mahalo!"
—Joe and Alice Nunogawa
(Retired Hawaiian Electric Engineering Operations / Retired Teacher & Editor for Farrington High School Retirees)
I just wanted to say a huge MAHALO to Mr. Nakata. For years I had sleepless nights because I had lost my Husband from a painful fight with cancer. Wondering how I would survive off of my income alone when I retire. Like most Seniors in Hawaii, we live a simple life, but even that simple life was very stressful. When I sat with Mr. Nakata he asked me "How can I help?". Long story short he asked me what my plans are for my golden years. When I left his office I felt like the stress of not knowing melt away. Now I have a plan."
— Vicki D. C. (Business Owner on Kauai)
"My parents have been working with Mr. Nakata for almost 9 years and only now I realized the importance of planning ahead after my father became ill 6 months ago. Mr. Nakata and his staff has helped us beyond my expectations. What I didn’t realize is when the time comes, when you need help, there’s no one to really turn to. That’s the reason why I’m so grateful for Mr. Nakata and the people that works for him. The person that I work with closely, Jon Ono, has been more than helpful and patient during this time. I wish there would be more people like this. "
— Jeanne Goeas (Department of Defense Retiree)