Jeffrey L.
8/20/2025
Literally THE only person to give me the very investment advice that confirmed my beliefs with how to invest!! Absolutely recommend this fabulous lady!
Elizabeth Merk Investments
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65-1231 Opelo Rd Ste 3
Kamuela, HI 96743
INSIGHTS Financial Tax Strategies LLC, located in Waikoloa, HI, is a leading provider of retirement and legacy solutions for individuals and small businesses. With a focus on current tax law, they offer integrated strategies and products to help clients achieve their financial goals and secure their futures.
Additionally, INSIGHTS Financial Tax Strategies LLC provides non-medical insurance products to US-based organizations, catering to their employees worldwide. As an independent firm, they are not affiliated with any major US companies, ensuring unbiased advice and tailored solutions for their clients.
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Reviews
5.06 reviewsRob L.
9/25/2024
Elizabeth helped my family navigate insurance in an amazingly knowledgeable way. She knew exactly what my family needed, navigated the enrollment forms quickly and professionally and found us...
Shayna H.
8/13/2023
Elizabeth has helped me more than I can even begin to say. I lost my health insurance and I have many health issues that requires me to take expensive medication. Without insurance I would not be...
Jan Roelof F.
12/13/2022
I had a short consultation with Elizabeth about potential tax impact having and renting out a second home in Hawaii as non-resident. Elizabeth showed professional, knowledgeable, courteous,...
Lindie F.
4/29/2022
Elizabeth is professional, knowledgeable and compassionate. She took extra time to speak with me about various aspects, advise on life insurance, multiple tax issues pertinent to investing, real...
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