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

We believe that the foundation of any financial information we provide and any financial advice we offer must be built upon what you want to achieve, have and enjoy. We believe that it's important to consider the many aspects of your financial life. That encompasses your decisions about what to spend, what to save, what to invest, and what to give back. Those beliefs are the foundation of Manna Wealth Management, and it's what makes top financial planners and top financial advisors so unique. In a world where choices abound, spending is easy, and saving is vital, Manna Capital Management is a partner for those who seek to make what matters most to them be the driver for the financial decisions they make today, tomorrow, and for the future.

Overview

Background checked

License verified

4 employees

63 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

Ask this pro about their preferred payment method.

Social media

Instagram, Twitter

Services offered

Service type

General financial planning

Retirement planning

Life insurance review

Investment review

Work location

My customers travel to me

I travel to my customers

I work remotely (phone or internet)

Projects and media

12 photos

Projects and media

12 photos

Reviews

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

Exceptional 5.0

54 reviews

5

100%

4

0%

3

0%

2

0%

1

0%

Read reviews that mention:

Warren a.

Jul 14, 2017

·

Hired on Thumbtack

When searching for a Financial Advisor, first and foremost I was looking for a company that was well respected in the industry with a proven track record. Second, I needed to feel like I had a friend that I could reach out to as needed to guide me on the right path to retirement. I found both of these attributes with Manna Capital and feel very confident that my portfolio is in the right hands!

Personal Financial Planning

Logan M.

Mar 3, 2022

David has been instrumental for not just our family but for my business. He is extremely knowledgeable on everything from family to business planning.

Sebastian F.

Feb 28, 2022

We have been using David Kassir for about 15 years. As with most people we've seen financially great years and financially bad years. One constant has been David giving us sound advice through each stage of our lives.

Past Customer

Aug 15, 2018

·

From Google

I have greatly enjoyed my association with Manna Wealth Management. I I especially value the financial counsel and personal support that David Kassir has so willingly provided. I also appreciate Sabrina Lola's ability to competently and successfully expedite any account transaction request that I may have.I feel like they both have my back and are looking out for my best interest.

Scott H.

Nov 1, 2018

David Kassir is great at following up and takes great interest in my financial health. Enormously helpful and answers all my questions and offers his own great advice!

Credentials

License

License Type: Insurance Producer (VA)

License

License Type: Investment Adviser – Representative (DC)

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 23 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.