Services Offered
Retirement Planning
Customized strategies to secure your financial future and optimize retirement savings.
Investment Management
Professional portfolio management and investment advice tailored to your risk tolerance and goals.
Life Insurance Planning
Comprehensive life insurance solutions to protect your family and assets.
Wealth Management
Holistic financial planning services for high-net-worth individuals and business owners.
Business Financial Consulting
Expert guidance for business owners on financial strategies and growth planning.
Reviews
4.2(5 reviews)
Rating Distribution
5
4
4
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3
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2
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1
1
B
Bradley Perlow
via Google
12 months ago
"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!"
M
Matt Lainevia Google
over 1 year ago
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.
A
Alfredos Sheppardvia Google
over 1 year ago
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
K
Kevin Whitevia Google
about 3 years ago
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.
C
CJ Kiprakisvia Google
about 7 years ago
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!!!
