MANNA WEALTH MANAGEMENT

contact for price

Zip code

Annual income

Service type

Career stage

Sorry this pro can’t do your job, but we know other pros who can.

Check them out

Introduction: In a world where choices abound, spending is easy, and saving is vital, Manna Wealth Management is 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.

Overview

Background checked

License verified

4 employees

62 years in business

Payment methods

Ask this pro about their preferred payment method.

Social media

Instagram, Twitter

Featured Projects

10 photos

Reviews

Customers rated this pro highly for professionalism, work quality, and responsiveness.

Exceptional 5.0

10 reviews

5

100%

4

0%

3

0%

2

0%

1

0%

Read reviews that mention:

Larry K.

Nov 1, 2020

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!

Norma H.

Aug 25, 2020

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.

Mandy S.

May 29, 2020

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!

Mary L.

May 14, 2020

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

Nas S.

Dec 27, 2019

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.

Credentials

License

License Type: Investment Adviser Representative (FL)

License verified on 5/6/2023

License

License Type: Investment Adviser Representative (DC)

License verified on 5/6/2023

Background Check

David Kassir

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 25 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 60 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.

MANNA WEALTH MANAGEMENT

FAQs

Related cost information

Popular in Miami Beach

You might also like

In other nearby areas