Kanani Advisory Group

4.6 star rating Rating - based on 7 reviews & complaints
Kanani Advisory Group started in 1998. Since that time we've had the privilege of helping hundreds of clients who were nearing retirement or already enjoying it.  
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Kanani Advisory Group Categories
Financial Services
Insurance Agents and Services
Securities Brokers and Dealers
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Customer Reviews, Ratings & Complaints
Review Posted 3/15/2012
Comfortable and Friendly
My husband and I came into a sizable amount of money recently and the people at Kanani Financial have been very helpful. We first contacted them over a year ago. Each time we meet with them in their comfortable office they are inviting and friendl... Read More »
 
 
 
Complaint Posted 12/9/2017
Careful
I don't recommend investing with this firm. Claims to act in the best interest of the client as a fiduciary. This is deceiving esp. since the firm collects the sales commission upfront for each investment. I asked for clarification for one of the... Read More »
 
 
 
Review Posted 3/31/2012
Trustworthy
I have worked with Mr. Kanani for many years now and his integrity and honesty has never wavered. Thanks again for the straight forward and honest advise. Read More »
 
 
 
Review Posted 3/20/2012
Friendly and Independent
I was referred to David Kanani by a friend and I was immediately impressed! He is professional and really listens. What I love most is that he is independent. I'm tired of advisors who recommend what's in their best interests, instead of mine. I w... Read More »
 
 
 
Review Posted 3/18/2012
Preservation of capital Specialist
I was referred to Kanani Financial almost one year ago when purchasing an annuity. Mr. David Kanani is a true professional and has spent considerable time with me over the past year answering any and all of my questions.
I recently left a Financi... Read More »
 
 
 
Review Posted 3/17/2012
February 29 meeting
The information seminar I attended on February 29 was very well organized, informative and the presentation was easy to listen to. I was welcomed graciously. There was an invitation to schedule a personal appointment, but absolutely no pressure to... Read More »
 
 
 
Review Posted 3/15/2012
Outstanding Integrity
My husband and I had an opportunity to meet with Kanani Financial Services and we were delighted with the knowledge, friendliness, and helpful staff. We are retired and depend on our investments. David Kanani was able to educate us in a non-pressu... Read More »
 
 
 
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Additional Business Information
Hours   Monday - Friday 8:30am - 5:00pm <br> Please call for an appointment (877) 829-9227 Phone   (949) 502-7001 Address   16510 Bake Parkway, Suite 100
Irvine, CA 92618
Website   http://www.kananiadvisorygroup.com Email   dkanani@kananifinancial.com
Contact   David Kanani Other  
 
 
 
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