MANNA WEALTH MANAGEMENT - Florida Financial Advisors

Name: MANNA WEALTH MANAGEMENT - Florida Financial Advisors
Telephone: +13053067107
Rating: 5.00

Conseil en investissement 5.00(67 reviews) 1000 5th St #200, Miami Beach, FL 33139, États-Unis

Manna Wealth Management offers comprehensive financial advisory services in Miami Beach, Florida. Specializing in investment, retirement, and legacy planning, our team is dedicated to tailoring financial solutions for various life stages. Visit us to learn more about our approach.

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Services MANNA WEALTH MANAGEMENT - Florida Financial Advisors offers

Manna Wealth Management provides a wide array of financial services to cater to diverse client needs.

Investment management
Retirement planning
Estate planning
Cryptocurrency advisory
Women & wealth services
Wealth & legacy planning
Independent research
Professional portfolio management

MANNA WEALTH MANAGEMENT - Florida Financial Advisors business numbers & email addresses

Email addresses

Not available.

Phone number

+13053067107

Location & directions

Visit Manna Wealth Management at our Miami Beach location for personalized financial services. Easily accessible by various transportation modes.

1000 5th St #200, Miami Beach, FL 33139, États-Unis

Service hours

mardi	06:00–00:00
mercredi	06:00–00:00
jeudi	06:00–00:00
vendredi	06:00–00:00
samedi	06:00–00:00
dimanche	06:00–00:00
lundi	06:00–00:00

MANNA WEALTH MANAGEMENT - Florida Financial Advisors overview

Manna Wealth Management is a full-service financial advisory firm based in Miami Beach, Florida. We focus on considering every aspect of our clients' financial lives, from investments to legacy planning. Our services cover a range of needs, ensuring clients receive personalized and comprehensive financial advice tailored to their goals.

Send letters & parcels

To send letters and parcels to Manna Wealth Management, please address them to our Miami Beach office location. Ensure correct postage and labeling to prevent delays. Our team will handle correspondence during business hours and aim to respond promptly. Physical mail can be an effective way to reach us for formal communications.

Send a resume or CV

If you're interested in career opportunities with Manna Wealth Management, please mail your resume or CV to our Miami Beach office. Address your application to our human resources department for faster processing. Ensure your resume clearly outlines your qualifications and experiences. We review all mailed applications and will contact candidates for potential interviews.

Business highlights

Client-focused approach
Comprehensive financial planning
Diverse investment options

Accepted payment methods

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Customer experiences

Green Gardens Group

I have been thoroughly impressed with the services provided. Their team is incredibly knowledgeable, professional, and dedicated to helping clients achieve their financial goals. They take the time to understand individual needs and tailor their advice accordingly.

mayi Yepes

David Kassir’s approach to financial planning is based on a deep understanding of the market and unwavering commitment to his clients. He is patient, attentive, and always available to answer any of my questions and concerns. David always takes the time to explain complex financial concepts in a way that is easy to understand, and ensuring that I am always fully informed and confident about all of my financial decisions .

Jeff King

Worked with David a long time. I've enjoyed knowing I have someone guiding me along the way

Teresa Smoot

David Kassir's understanding and knowledge of the finance world we live in is outstanding. I really like that he truly cares about his clients and communicates with everyone in such a way that you can actually understand. If I email him a question I usually get a phone call from him right away. We are not just a number on a file which says a lot for him and the company. I have had great interactions with the staff as well and appreciate speaking to such warm and friendly people who are extremely helpful.