Milestone Wealth Management 1003 Bishop Street, Honolulu, HI 96813

"We were introduced to milestone coaching through our employer sometime in 2019 till February of 2023 although no real growth or no real communication other than monthly statements which are complex in understanding so in December of 2022 we were contacted by Travis Tazawa that Milestone is planning to move to another firm to improve the growth since the market looks not so good and that Travis will be investing into some CD's which were earning good rates so I mentioned that can you do a conversion from our traditional IRA's into our ROTH IRA's which he acknowledged that he will take of it . On January 16,2023 @5:11pm I wanted to pay a on-line payment but to my surprised my balance was zero,so my heart started racing and I was told that Milestone deducted all the balance and went into my savings to make the amount that I thought was to be a conversion from the IRA accounts not a contribution. Notified Travis immediately and he admitted that he made a costly mistake and he will take care of the reverse but not till Monday not knowing that this process took a month long and no communication from Travis for updates of how long it'll take and not a apology letter from owner Caine Nakata. It's getting hard to find a financial advisor that will monitor clients funds by communicating and not for their own personal gain of what's in it for me. Bottom line is just DIY . For the record Travis failed to open CD"s that he ensured us that he would. A very disappointed client since we were charged to move to another firm."