MANNA WEALTH MANAGEMENT - Florida Financial Advisors - Miami Beach, Florida

Okay, here’s a detailed overview of MANNA Wealth Management - Florida Financial Advisors, presented in a formal and approachable style, suitable for someone considering their services:

Introduction to MANNA Wealth Management

For individuals and families seeking comprehensive and personalized financial guidance, MANNA Wealth Management – Florida Financial Advisors stands as a respected and established firm. Located in the vibrant heart of Miami Beach, Florida, at 1000 5th St #200, Miami Beach, FL 33139, this firm is dedicated to helping clients navigate the complexities of financial planning and investment management. You can reach them directly at Phone: 53067107, or visit their informative website at mannawealthmanagement.com. They operate as a Financial Institution, offering a suite of services including Financial Planning, Financial Consulting, and tailored Investment Services.

Specializations and Services

MANNA Wealth Management distinguishes itself through a client-centric approach. They specialize in providing bespoke financial strategies designed to meet the unique needs of each individual. Their core competencies encompass:

• Financial Planning: Creating a roadmap for your financial future, encompassing retirement planning, education funding, estate planning, and more.
• Financial Consulting: Offering expert advice on a wide range of financial decisions, including tax optimization and insurance strategies.
• Investment Services: Developing and managing investment portfolios aligned with your risk tolerance and financial goals.

Location and Accessibility

The firm’s Miami Beach location is strategically chosen to provide convenient access for clients. Beyond its central location, MANNA Wealth Management prioritizes accessibility. The office features a Wheelchair Accessible Entrance, Wheelchair Accessible Parking Lot, and Wheelchair Accessible Restroom. They also offer Online Appointments for added convenience, and strongly encourage Appointments for a more focused and productive consultation. A scheduled appointment is recommended to ensure the advisor has adequate time to understand your specific circumstances.

Client Experience & Reputation

Based on the numerous positive reviews, MANNA Wealth Management consistently receives high praise for its team’s knowledge, professionalism, and commitment to client success. The firm has garnered a strong reputation, reflected in a remarkable Average Opinion of 5/5 across its 74 Google My Business reviews. It's evident that clients appreciate the team’s dedication to understanding individual financial goals and tailoring advice accordingly, fostering a strong sense of trust and partnership.

Key Points to Consider

| Feature | Detail |
|--------------------|-----------------------------|
| Services | Financial Planning, Consulting, Investments |
| Location | 1000 5th St #200, Miami Beach, FL 33139 |
| Contact | 53067107 |
| Website | https://mannawealthmanagement.com/florida-financial-advisors/ |
| Accessibility | Wheelchair Accessible |

Recommendation

MANNA Wealth Management – Florida Financial Advisors appears to be a truly dedicated firm. Their commitment to client understanding, combined with their accessible facilities and strong online presence, makes them an excellent choice for anyone seeking sound financial guidance. We encourage potential clients to explore the wealth of information available on their website and to schedule a consultation to discuss their unique financial aspirations. Visit mannawealthmanagement.com today to take the first step towards a more secure financial future.

Do you need me to elaborate on any specific aspect of their services, or perhaps provide a comparison with alternative firms

👍 Reviews of MANNA WEALTH MANAGEMENT - Florida Financial Advisors

Green G. G.

5/5

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 Y.

5/5

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 K.

5/5

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

Teresa S.

5/5

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.

Rasool M.

5/5

David Kassir was great to work with. He provided some wonderful insights to me and my wife and truly had our best interests in mind over his own; a rare treat to find in this industry! Would definitely recommend!

Cozzette B.

5/5

I recently reached out to Mr. Kassir in reference to some questions about my financial planning and future. I had been worried about it for the past several months due to things that are now going on in our country. He eased my mind and gave me some much needed relief that everything was going to be okay. David, was very responsive to all of my email's and answered all of of my questions. I was really impressed that I was able to contact him and speak to him directly without having to leave several messages. I would definitely recommend him to anyone that has questions about their financial planning future and if you need help with your 401k and IRA accounts. I can't put into words how much I appreciated David Kassir help! Thank-you so much!

Robert L.

5/5

I am pleased to be a client of Manna Wealth Management and David Kassir. Ive been been a client of Manna for 35 years and with David a good portion of that time. David is knowledgeable and finds time for me. Both David and Sabrina have been good to work with.

ruben L.

5/5

David has been helping us with our retirement planning for
Some time . Truly appreciate their response each time we have questions