Mannawealthmanagement

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Mannawealthmanagement

5.0

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Mannawealthmanagement Reviews Summary

Manna Wealth Management is a fiduciary financial consultant firm that provides various financial advisory services, including retirement planning, cryptocurrency advisory, and investment management for families and business owners across multiple locations.

This summary is generated by AI, based on text from customer reviews

India
3 reviews
2 helpful votes
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David has been our family financial advisor for multiple decades. He and his team have been extremely valuable through multiple situations. David was critical in assisting my Dad with his retirement investments and Dad always enjoyed their strategy sessions. Then when my Dad passed David sensitively helped us navigate through those transitions and continues to manage those accounts for my Mom. Lastly, he has been my personal financial advisor the past 5 years after I met him during the estate transition and was so impressed with how everything was so professionally handled. He and his team are always accessible, constantly provide valuable information and have assisted me in consolidating multiple accounts into one solid portfolio. David and his team are top notch! I always enjoy his impromptu calls to fill me in on our accounts and highly recommend David and Manna Wealth Management!

Date of experience: November 15, 2021