Wednesday 22 December 2021

MANNA WEALTH MANAGEMENT | Best Miami Financial Advisors | Reviews

 

MANNA WEALTH MANAGEMENT

Manna Wealth Management

5.047 Reviews

Manna`s financial advisors know that advice isn`t just about investing. It impacts your choices and actions, every day. At Manna, a financial advisor will focus on your entire financial life. Paying off debt, retirement, saving for college, supporting your favorite charity, anything you do that involves money & can impact your overall success. Together with your advisor, you`ll create a plan that strives to cover it all.

Specialties

When it comes to the important things in life, you turn to a professional. That's why you have a doctor, a dentist, and maybe even a lawn care professional. Which begs the question: What's more important than working toward your long-term financial goals? Not much. That's why so many individuals turn to a Financial Advisor. If you've never worked with a Financial Advisor before, here's help with getting started.

History

Established in 1962.

Welcome to Manna Wealth Management We believe the foundation of any financial information we provide, and any financial advice we offer, must be built upon what you want to achieve, have and enjoy. And, we believe it's important to consider the many aspects of your financial life. That encompasses your decisions about what to spend, what to save, what to invest, and what to give back. Those beliefs are the foundation of Manna Wealth Management. And it's what makes our top financial planners and top financial advisors so unique. In a world where choices abound, spending is easy, and saving is vital, Manna Wealth Management is a partner for those who seek to make what matters most to them the driver for the financial decisions they make today, tomorrow, and for the future. We look forward to helping this journey with you.

Meet the Business Owner

Business owner information

Photo of David K.

David K.

David began his career in 1994 interning at a renowned firm Wheat First Butcher & Singer. In 1995 as an executive at the firm David specialized in corporate retirement plans. In 1997, Wheat First Butcher & Singer merged with First Union Securities, formerly Wachovia (now Wells Fargo Securities). Currently David serves as a CEO of Manna Wealth Management


David and the Manna Wealth Management team are extremely  helpful in reviewing your financials and developing a portfolio for you. Even though I am a bit younger than most of their clients, I feel that it never too early to get your financials in order for a successful future. He even helped getting my mothers portfolio together and we feel so relieved and knowledgeable about our future investments and financial status. I recommend them to anyone:)

1 comment: