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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(9) Professional staff(4) Customized planning(3) Follow through(3) Responsive staff(2) Patient and understanding(2) Holistic approach(1) Planning needs(1) Business guidance(1) Life-changing help(1)

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.

Location & directions

Miami, Florida
MANNA WEALTH MANAGEMENT
Wealth Management Companies
Address
429 Lenox Ave. Suite 568, Miami Beach, FL 33139, USA
Hours
Open 6:00 AM - 12:00 AM
MANNA WEALTH MANAGEMENT Reviews · 5.0 average
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