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Find a Personal Finance Instructor near Davie, FL

Find a Personal Finance Instructor near Davie, FL

100+ near you

Find a Personal Finance Instructor near Davie, FL

100+ near you

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Top 10 Personal Finance Instructors near Davie, FL

Avatar for MANNA WEALTH MANAGEMENT
Avatar for MANNA WEALTH MANAGEMENT
10. MANNA WEALTH MANAGEMENT
Exceptional 5.0

(10)

Exceptional 5.0

(10)

Offers remote services
  • Serves Davie, FL
We had always invested per se: 401K’s, IRA’s, Thrift Savings, etc., but without any long-range plan or any professional guidance. We were somewhat successful but were always anxious about having to track investments and funds across numerous financial channels, as well as our progress toward any solid retirement goals. Last spring, we decided to seek professional help and advice to cross over into retirement. We asked family and friends for recommendations and scoured the web for financial advisors, and that search always brought us back to Manna Wealth Management (MWM). David Kassir personally invested a significant amount of his time to learn who we are, when we were planning on retiring, what were our interim and retirement goals, taking all critical input into account, before developing a detailed, and lucrative plan for us. Presenting his plan, David was logical, easy to follow, and patiently educated us, answering all questions, treating each-vital or trivial-with the same desire to ensure we became integrally and comprehensively familiar, comfortable, and happy with our very own plan. We are thrilled with its performance, in just a short time, realizing financial advancement as the result of the strategic investment vision of MWM, and of course with the personal commitment of David Kassir and the MWM staff. They actually did EVERYTHING: transferred/cancelled existing accounts, consolidated their targeted investments-we just had to digitally sign paperwork! ‘A breeze!! HIGHLY recommend Manna Wealth Management to anyone who is uncertain about national and world economic developments and requires professional input at any level or who just wishes to be spared all the homework!!!! ‘A worthwhile investment in and of itself! Some things in life are indeed easy!See more
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