Sweep Strategies - Honolulu

Shaun S. _{on Yelp}

Feb 28th, 2022

I have been a customer for about 7 years and my sweeps' advisor Amy has always been helpful and courteous everytime I had questions or concerns. She's helped me tremendously with my finances and paying down my debt. Joining sweeps strategy has been one of the best decisions I've made in my life.

R M. _{on Yelp}

Sep 13th, 2019

My husband and I have worked with Sweep Strategies for almost a year now and we couldn't be happier.   They offer classes in all sorts of strategies and we've learned a lot.   The actual "Sweep Strategy" that they taught us about and we've utilized has brought us out of debt very quickly and into a great position to achieve the financial freedom we seek with their continued guidance.   THANK YOU SWEEPS!

Patricia C. _{on Yelp}

Oct 5th, 2018

Update; the financial spreadsheet they sent me to complete prior to the appointment turned out to be pretty handy. It provided me a snapshot of my financial situation and is easily adjusted should any of the information change. Eddie also called to apologize for the miscommunication and had Amy meet with me later in the month. I appreciate the effort, even it didn't work out.They did a presentation at our office, and some of my coworkers vouched for them, hence the two stars. I made an appointment for today and the text I received said to wait by the elevator bank at the appointed time since the elevators are locked on the weekends. I picked up my sister and her child and made it to the IBM building a few minutes before the appointed time. A few minutes later, I texted and called the office to say there was no one there, but received no response. We left 10 minutes after the appointed time. Having to wait that long without even receiving a response is not a good sign. A few minutes later, the rep called and I told him we already left. He asked if the office had given me his number and I said no, I was only given the office number, which was apparently unstaffed today. Good thing I didn't wait any longer, since the rep was expecting me to call him without having access to his phone number. All in all, poor communication and a total waste of time. Sweep Strategies is obviously not for me.

Rayna H. _{on Yelp}

Mar 10th, 2018

This program is legit.  Santos Kidd is amazing.  We were managing our money just fine but this taught us a great strategy to get ahead.  Thank you so much!  Absolutely life changing!!

Joy K. _{on Yelp}

Feb 9th, 2018

Went to the Mark Kohler seminar. Completely skeptical but there were tons of great tax savings tips, company structure suggestions, estate planning guidance and even done fun magical tricks by Santos. Sacrificing a weekend was worth it with Sweep & Mark since I know it will provide me with oodles more free time & extra spending money later in the future. Go to Markjkohler.com & check it out