Westside Investment Management, LLC
Market rank
#1 / 5
Westside Investment Management, LLC is a trusted financial advisor serving the Kahului, HI community with comprehensive investment and wealth management solutions. With a perfect 5.0-star rating, the firm demonstrates exceptional commitment to client satisfaction and financial expertise. The team specializes in personalized financial planning, investment strategy development, and comprehensive wealth management services designed to help individuals and families achieve their long-term financial goals. Whether you're planning for retirement, managing investments, or seeking professional guidance on wealth building, Westside Investment Management provides the strategic insights and dedicated support needed to navigate today's complex financial landscape. Based in Kahului, they understand the unique financial needs of Hawaii residents and tailor their services accordingly. Their client-focused approach and proven track record of success make them a preferred choice for those seeking reliable financial advisory services. Contact Westside Investment Management, LLC today to discuss how their expert advisors can help you build and protect your wealth.
Health scoreMay 24, 2026
20
out of 100
#1
Market rank
5.0
Avg rating
2
Total reviews
No public response signal
Response rate
Unknown
Years active
20
Health score
Health score · 20 / 100
Six signals, weighted continuously.
Operator computes a Health score continuously. It is the one number that tells you if this shop is winning, losing, or steady. Here is how Westside Investment Management, LLC broke down on May 24, 2026.
Score trend
30d90d1y
Westside Investment Management, LLC
90 days trailing
Market position
#1 of 5 Financial Advisor in Kahului.
Operator ranks every financial advisor in Kahului continuously using reviews, response rate, and local market share.
#1
of 5 Financial Advisor businesses
in Kahului
in Kahului
Leaderboard refreshes continuously. Your rank updates the moment signal lands.
Financial Advisor · Kahului
Top 5 shown
1
Westside Investment Management, LLC · this page
2
2
Morgan Stanley Financial Advisors
1
3
Stifel
1
7
Valley Isle Planning Group - Morgan Stanley
Recent activity
What changed this month.
Holding a top 1 slot in Kahului Financial Advisor
Market leaderboard refreshed this morning
In person
The shop, the team, the work.
The numbers tell one story. The photos tell another. Images are indexed from Google Business Profile, the public website, and connected social profiles.
Reviews · 2 total
What customers say.
Reviews pulled continuously from Google, Yelp, and Meta. Aggregate weighted by recency and source authority.
5.0★★★★★2 reviews
5 ★
1
4 ★
1
3 ★
0
2 ★
0
1 ★
0
Review themes refresh continuously. Check back once Operator has synthesized enough comments from Westside Investment Management, LLC’s reviews.
About & contact
Where to find them.
About
Westside Investment Management, LLC delivers comprehensive wealth management and investment solutions to Kahului residents with a perfect 5.0-star rating. This trusted financial advisor helps Hawaii families and individuals build and protect their wealth through personalized investment strategies tailored to island living and local economic conditions.
Phone
Website
Price range
moderate
Specialties
Retirement PlanningInvestment ManagementEstate PlanningTax PlanningInsurance ReviewCollege Savings
Service areas
Competitors · top 5
Side by side with the neighborhood.
The financial advisor shops Westside Investment Management, LLCcompetes with most often, ranked by Operator’s health score. Tap any row for that shop’s full page.
#
Business
Rating
Reviews
Response
Score
1
Westside Investment Management, LLC
★5.0
2
No response signal
20
2
Morgan Stanley Financial Advisors
★5.0
1
No response signal
50
3
Stifel
★5.0
1
No response signal
50
FAQ
Quick answers.
The questions people ask before they call.
Contact Westside Investment Management, LLC
Call 310-315-9400 for service. The website westsideim.com also has direct contact info.
Hours for Westside Investment Management, LLC
Westside Investment Management, LLC has not published hours publicly. Call ahead or check their website if you have one in mind.
Services offered by Westside Investment Management, LLC
Westside Investment Management, LLC offers Retirement Planning, Investment Management, Estate Planning, Tax Planning, Insurance Review, College Savings. Operator refreshes service lists continuously from public sources.
Licensing and insurance
License and insurance details have not been verified with Westside Investment Management, LLC yet. Find the listing to add them.
Estimates and availability
Estimate and availability details are refreshing. Call ahead for the fastest confirmation.
Health score formula
Six weighted components: Reviews and rating (25%), Response rate (15%), Market rank (20%), Financial health (20%), Jobs flow (10%), and Operator activity (10%). Recomputed continuously using data from Google, Yelp, Meta, and direct integrations.
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