MANNA WEALTH MANAGEMENT - Washington DC Financial Advisors - Washington, District of Columbia

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Introduction to MANNA Wealth Management

For individuals and families in the Washington, DC area seeking comprehensive and personalized financial guidance, MANNA Wealth Management stands as a respected resource. This firm, located at 700 K St NW, Washington, DC 20001, offers a suite of services designed to help clients achieve their long-term financial goals. They operate as a Financial Institution and Investment Company, providing a robust framework for managing assets and planning for the future.

Specializations and Services

MANNA Wealth Management distinguishes itself through a broad range of expertise. Their core competencies include acting as a Financial Planner and a Financial Consultant. They assist clients with a diverse portfolio of needs, encompassing:

• Investment Management: Strategic allocation and management of investments to align with individual risk tolerance and objectives.
• Retirement Planning: Developing customized strategies to ensure a comfortable and secure retirement.
• Estate Planning: Providing guidance on wealth transfer and legacy planning.
• Financial Analysis: Conducting thorough analyses of financial situations to identify opportunities and mitigate risks.

Location and Accessibility

The firm’s physical location at 700 K St NW, Washington, DC 20001, offers convenient access for clients. Furthermore, MANNA Wealth Management prioritizes accessibility, offering a Wheelchair Accessible Entrance, Wheelchair Accessible Parking Lot, and Wheelchair Accessible Restroom. They also provide Wheelchair Accessible Seating within their office space. Clients can schedule Online Appointments, and while onsite services are available, Appointment Required and Appointments Recommended to ensure dedicated attention.

Client Experience and Reputation

MANNA Wealth Management currently holds 27 reviews on Google My Business, reflecting a strong overall positive reception. The average opinion is a commendable 4.9/5, suggesting a high level of client satisfaction. Interactions appear to be characterized by a commitment to clear communication, detailed explanations, and a genuine dedication to client well-being. It is evident that the team fosters a relationship built on trust and understanding – a particularly valued quality among their clientele.

Contact Information & Resources

For more information and to schedule a consultation, potential clients are encouraged to visit the firm’s website: mannawealthmanagement.com. Alternatively, they can reach them directly at 035330030.

Concluding Recommendation

Based on its comprehensive services, commitment to accessibility, and consistently positive client feedback, MANNA Wealth Management – Washington DC Financial Advisors presents itself as a reliable and knowledgeable partner for those seeking expert financial guidance. We strongly recommend exploring their offerings further via their website to discover how they can tailor a strategy to meet your specific financial needs and aspirations.

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👍 Reviews of MANNA WEALTH MANAGEMENT - Washington DC Financial Advisors

Bradley P.

5/5

"I’ve had the pleasure of working with David for some time now, and I am very grateful for his expertise and kindness. He is incredibly knowledgeable and trustworthy, and takes the time to explain everything in a way that truly enlightens me. His caring nature and engaging conversations make every interaction a positive experience. It’s rare to find someone who combines professionalism with such genuine warmth. Highly recommended!"

Matt

1/5

Hard to get a hold of these guys. First sentence out of the MDs mouth was to say "we only work with people with a minimum of $250k in liquid assets" definitely not good vibes from these guys.

Alfredos S.

5/5

David was really patient and helpful with me as we approached the top of planning. As a business owner it gave me confidence about the path forward

Jeff K.

5/5

Excellent service and experience with David and his team. Thank you again.

Kevin W.

5/5

David Kassir is very friendly and professional. He planned our life insurance, our retirement plan, and our investment plan for my family. I am very happy with his service and highly recommend David as a financial advisor.

CJ K.

5/5

I have been client at Mana for over 20 plus years and was very excited when David opened his office in Tyson's. Now that Mana opened up the new DC office, I have the ability to go anytime and speak with David and his team in person about my account. I am very excited about the new office. Great job David!!!

J B.

5/5

David is a pleasure and so knowledgeable. I’ve been around the block and this was the best experience I’ve had. I’ll never look back. They are the best!

Victor J.

5/5

Very helpful and made time for me and all my questions with my electrical business.