Allan H. Nakata & Associates,
"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, County of Maui)
"I have known Mr. Allen 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
(President and 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, Hawaii)