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MANNA WEALTH MANAGEMENT - Washington DC Financial Advisors
MANNA WEALTH MANAGEMENT: Vertrauensvolle, geduldige finanzielle Beratung in DC
4.2(5 Bewertungen)
Buchhalter
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MANNA WEALTH MANAGEMENT: Vertrauensvolle, geduldige finanzielle Beratung in DC
MANNA WEALTH MANAGEMENT - Washington DC Financial Advisors bietet Buchhaltungs- und Finanzberatung von der Adresse 700 K St NW, Washington, DC 20001. Kunden loben David Kassir für geduldige, sachkundige und vertrauenswürdige Beratung, mit klaren Erklärungen, die Optionen aufzeigen. Der Standort DC ermöglicht persönliche Planungen zu Lebensversicherung, Ruhestandsplanung und Investitionen, gestützt durch jahrelange Kundenbeziehungen.
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Individuelle Strategien zur Absicherung Ihrer finanziellen Zukunft und Optimierung Ihrer Ruhestandsvorsorge.
Professionelles Portfoliomanagement und Anlageberatung, die auf Ihre Risikotoleranz und Ziele zugeschnitten ist.
Umfassende Lebensversicherungslösungen zum Schutz Ihrer Familie und Ihres Vermögens.
Ganzheitliche Finanzplanungsdienstleistungen für vermögende Privatpersonen und Geschäftsinhaber.
Fachkundige Beratung für Unternehmer zu Finanzstrategien und Wachstumsplanung.
"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!"
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.
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
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.
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!!!
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