Mannawealthmanagement

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Mannawealthmanagement

5.0

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Mannawealthmanagement Reviews Summary

Mannawealthmanagement has a rating of 5 stars from 1 review, indicating that most customers are generally satisfied with their purchases. Mannawealthmanagement ranks 277th among Financial Advisory sites.

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