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Review Keywords Analysis

US / FL / Miami
MANNA WEALTH MANAGEMENT photo
MANNA WEALTH MANAGEMENT photo
MANNA WEALTH MANAGEMENT photo
MANNA WEALTH MANAGEMENT photo
MANNA WEALTH MANAGEMENT photo

MANNA WEALTH MANAGEMENT

Address: 429 Lenox Ave. Suite 568, Miami Beach, FL 33139, USA Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Financial Planning Retirement Planning $150 - $300 Call to Book
Business Financial Planning $200 - $400 Call to Book
Estate Planning $100 - $250 Call to Book
Investment Management Portfolio Management $500 - $1000 Call to Book
Wealth Management $1000 - $5000 Call to Book
Asset Allocation Strategies $250 - $600 Call to Book
Tax Planning Personal Tax Preparation $150 - $400 Call to Book
Business Tax Planning $200 - $500 Call to Book
Tax Mitigation Strategies $300 - $700 Call to Book
Investment Consulting Investment Strategy Development $250 - $500 Call to Book
Market Analysis $200 - $350 Call to Book
Performance Review $150 - $300 Call to Book
Financial Coaching Goal Setting $100 - $200 Call to Book
Expense Management $100 - $250 Call to Book
Debt Reduction Strategies $150 - $300 Call to Book

What people love

From reviews
Financial guidance Professional staff Customized planning Follow through Responsive staff Patient and understanding Holistic approach Planning needs Business guidance Life-changing help

About this business

Manna Wealth Management, Inc. believes that financial well-being is attained by making decisions based on your priorities. If you have a clear picture of your priorities, you can control your finances. Not the other way around. Today, many financial advisors will sell you investments. At Manna, our financial advisors understand that investments are just one part of your plan. We spend our days making real-world decisions that impact your choices and your actions. Manna's financial advisors will help you manage your financial affairs so that you can: pay off your debts, save money for retirement, and support your favorite charities. You can work with your advisor to create a plan that addresses all of your needs. Financial Advisors Miami Beach has been providing comprehensive financial planning services for residents of Miami since 1962. We have a team of highly experienced professionals who can help you develop a plan that meets your requirements.

Reviews Summary

Reviews of Manna Wealth Management and its principal, David, are enthusiastic and repetitively positive. Multiple reviews celebrate their comprehensive and personalized holistic financial planning. David's works in-depth with each family to better understand their unique circumstances and shapes a custom strategy that addresses their risk tolerance and investment time frame. Many customers have been with David for years and appreciate his work and professional support. Manna always responds to their clients and helps them to feel safe and informed throughout the financial planning process. The reviews point out the positive impact of their collaboration on the clients’ financial situation, creating financial security and accelerating progress toward financial goals. Many reviews describe David’s profound influence on their finances and life, with some feeling assured that their retirement plans were handled by David. David’s support for entrepreneurial clients is also recognized, as the business’s financial success is linked to David’s good business suggestions. While the markets may be in flux, their customers indicate that they are always on the right track. . Overall, the reviews tend to think that no matter where the customer is in life, several financial planning ideas are essential. David is depicted as a reliable planner who is sensitive, attentive to their consumers and responsive in digital communication. Recommendation of Manna Wealth Management and David is influenced by the conviction of perceived safety, customer service, and company growth. This review allows Manna Wealth Management to build an excellent reputation online and offline.

Frequently asked questions

7 questions
What do Manna Wealth Management clients say about the work?
Clients consistently praise Manna Wealth Management for their personalized approach, professionalism, and the thorough guidance provided by David Kassir. Many highlight his attentiveness and ability to simplify complex financial matters, ensuring clients feel secure about their financial futures.
Does Manna Wealth Management offer comprehensive financial planning services?
Yes, they provide a wide range of financial planning services, including Retirement Planning, Business Financial Planning, and Estate Planning, ensuring clients have a holistic approach to their financial health.
Can I get help with tax planning at Manna Wealth Management?
Absolutely, they offer Tax Planning services that include Personal Tax Preparation, Business Tax Planning, and Tax Mitigation Strategies, helping clients navigate their tax obligations effectively.
Does Manna Wealth Management provide investment management services?
Yes, they offer Investment Management services, which include Portfolio Management, Wealth Management, and Asset Allocation Strategies, tailored to meet individual client needs.
How does Manna Wealth Management support clients in business financial planning?
The team at Manna Wealth Management assists clients with Business Financial Planning, helping them navigate financial decisions that impact their business operations and long-term success.
What kind of financial coaching does Manna Wealth Management provide?
They offer Financial Coaching services that focus on Goal Setting, Expense Management, and Debt Reduction Strategies, empowering clients to take control of their financial health.
Where is MANNA WEALTH MANAGEMENT located?
429 Lenox Ave. Suite 568, Miami Beach, FL 33139, USA

Location & directions

Miami, Florida
MANNA WEALTH MANAGEMENT
Wealth Management Companies
Address
429 Lenox Ave. Suite 568, Miami Beach, FL 33139, USA
Hours
Closed Now
MANNA WEALTH MANAGEMENT Reviews · 5.0 average
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