Verna J.
The professional and helpful service
Having undertaken advice in recent months, the professional and helpful service has helped us to make the decisions required as we plan for the future.

New
Based on 4 reviews
Scores get a color once a company has 5 reviews.
Manna Wealth Management is proudly celebrating 64 years in business after being established in 1962. As a Full Service Fiduciary Wealth Advisor & Fiduciary Financial Planning firm, we help individuals, families, retirees, business owners, and Ultra High Net Worth clients build, protect, & transfer wealth with confidence. Our firm delivers personalized financial strategies including retirement planning, portfolio management, tax aware investing, estate and legacy planning, income planning, & long term wealth preservation. As a Full Service Fiduciary Wealth Advisor & Fiduciary Financial Planning firm, we provide comprehensive wealth management solutions designed to help clients grow, protect, and transfer wealth efficiently. Our services include retirement planning, portfolio management, tax aware investment strategies, estate and legacy planning, income planning, real estate integration, and customized financial strategies tailored to each client’s goals.For over six decades, we have guided clients through every type of market cycle while remaining committed to one mission: putting our clients’ best interests first. We combine institutional level investment guidance with highly personalized service and long term relationship focused planning.Whether you are preparing for retirement, building generational wealth, managing a business transition, or seeking advanced financial strategies, Manna Wealth Management delivers experienced fiduciary guidance backed by decades of trust, stability, and results.
MANNA WEALTH MANAGEMENT (mannawealthmanagement.com) has 4 customer reviews on Folks Told, with an average rating of 5.0 out of 5.
4 approved reviews, newest moderated first
Verna J.
Having undertaken advice in recent months, the professional and helpful service has helped us to make the decisions required as we plan for the future.
George Z.
Hi David, It was a pleasure working with you and your team. David has helped me and my family with obtaining financial clarity in controlling our banking function. He was very patient, knowledgeable, and understanding in helping my family! David and MANNA WEALTH MANAGEMENT team were very responsive. I very much appreciated that!
Reply from MANNA WEALTH MANAGEMENTFeb 1, 2022
We appreciate your feedback. Always a pleasure
Alana A.
The financial advice we have received from Manna Wealth Management and is very professional and helpful, providing an excellent service, and would recommend them to anyone.
Reply from MANNA WEALTH MANAGEMENTFeb 1, 2022
Financial planning is often misunderstood. We are happy we were able to make sense of it all for you
Miguel E.
The experts at Manna Wealth Management are professional, responsive and committed to great service. After our initial meeting they understood our financial goals and carefully communicated how their recommendations would help our family long-term. They educated us and as a result, we feel both comfortable and confident making decisions alongside of them. I would highly recommend their services.
Reply from MANNA WEALTH MANAGEMENTFeb 1, 2022
its always a pleasure hearing how we do. Thank you for sharing