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MANNA WEALTH MANAGEMENT - Washington DC Financial Advisors
MANNA WEALTH MANAGEMENT: Trusted, patient financial guidance in DC
4.8
Accountant
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MANNA WEALTH MANAGEMENT: Trusted, patient financial guidance in DC
MANNA WEALTH MANAGEMENT - Washington DC Financial Advisors offers accounting and financial guidance from 700 K St NW, Washington, DC 20001. Clients praise David Kassir for patient, knowledgeable, and trustworthy guidance, with clear explanations that illuminate options. The DC office enables in-person planning for life insurance, retirement, and investments, backed by years of client relationships.
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Customized strategies to secure your financial future and optimize retirement savings.
Professional portfolio management and investment advice tailored to your risk tolerance and goals.
Comprehensive life insurance solutions to protect your family and assets.
Holistic financial planning services for high-net-worth individuals and business owners.
Expert guidance for business owners on financial strategies and growth planning.
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Overall rating
Jahan Moghadam
Oscar velasquez
Bradley Perlow
"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!"
Jeff King
Excellent service and experience with David and his team. Thank you again.
Matt Laine
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.
Victor Jimenez
Very helpful and made time for me and all my questions with my electrical business.
