MANNA WEALTH MANAGEMENT
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Overview
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4 employees
58 years in business
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Reviews
10 reviews
Norma H.
I have been associated with Manna Wealth Management for approximately 10 years. My portfolio was relatively small, but David Kassir treated me as if I were the most important client he had. He continues to provide that same level of customer service, including periodic phone calls to provided updates and in person meetings. When the market is particularly volatile, he touches based to ensure I am comfortable with the path we have chosen for my account and to see if I have any questions or concerns. His knowledge is vast and, on occasion, has provided advice on areas outside the financial arena when I requested his input. David provides all information/options needed to make informed decisions, never overbearing, always gracious, helpful, and professional. Always answering my questions and explaining the information so I understand the pros and cons. I have complete confidence that my investments are being managed properly and to my benefit. Would highly recommend Manna Wealth Management to anyone, regardless of the size of your portfolio.
Aug 25, 2020Mandy S.
I was looking for a fiduciary financial advisor for sometime, that would be the right fit for me and my girls. I interviewed several and David Kassir and his team really stood out from the rest. They weren’t the ordinary run of the mill advice you often hear but, forward thinking with solutions to all my major concerns. Highly recommend them!
May 30, 2020Mary L.
Mr. DKassir and his secretary are the best. Anytime that I have a financial request, they are there for me. Things get done efficiently and professionally with consideration to all aspects of consideration, best account and avenue of dispersement to all parties concerned. TY, MLR
May 14, 2020Nas S.
David Kassir and his team have been managing my portfolio along with the company I work for over 8 years. Manna Wealth Management have successfully grown my portfolio year after year and their team’s knowledge has been extremely helpful for a person like me. The team is always responsive whenever I have questions. I will continue to work with them and highly recommend them to anyone searching for financial management.
Dec 27, 2019Christine T.
I would recomend David, Manna Weath Management, to anyone! He is knowledgeable, honest, humble and doesn't mind spending the extra time to give his best. Thank you David!
Sep 25, 2020
Credentials
License Type: Investment Adviser Firm (DC)
License Type: Investment Adviser Representative (FL)
David Kassir, AAMS, CMFC
FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?Costs matter. With that in mind we deliver Full Service Planning and Progressive investment strategies tailored to you in the most cost efficient way possible .
- What is your typical process for working with a new customer?Initially we schedule a preliminary phone call to learn a bit about what brought here. We then paint the picture and discuss our process and how we work with our clients . Upon learning about one another we schedule an in person meeting.
- What education and/or training do you have that relates to your work?With over 22 years of experience in private wealth management, I am dedicated to helping individuals meet their financial needs by developing investment plans and retirement plans around their long-term goals and risk tolerance. My extensive experience - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals. I began my career in 1994 interning at Wheat First Butcher & Singer. In 1995 as an executive at the firm I specialized in corporate retirement plans and retirement planning. In 1997, Wheat First Butcher & Singer merged with First Union Securities, formerly Wachovia (now Wells Fargo Advisors), where I was promoted to Vice President. In 2009 I entered into agreement to buyout a renowned broker/dealer, Manna Wealth Management formerly known as Manna Financial Services Corporation, a distinguished investment firm since 1962. As CEO of a 57 year old investment firm we have catered to clients from every walk to life. In furtherance of our expansion outside of Washington DC, in 2016 we opened a Miami Office to cater to clients retiring in south Florida. My mission is to provide every client with targeted, comprehensive financial advice and portfolio management - delivered with the highest level of personal service and professional integrity. This commitment to service also carries over to my involvement with our local community. Committed to helping my community prosper, I am active with the Kassir Foundation.