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April 2024 by Sonja Lazear
The inancial advisor I had relied upon for over 20 years retired and recommended David Kassir and his assistant, Sabrina. I find them knowledgeable and easy to work with. I am never made to feel that my questions are dumb and I have been given advice appropriate for my needs.
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April 2024 by Holly Fleshman
I have been with David and Manna for over 7 years and cannot say enough good things. Personable, Highly Experienced and know that my money is invested properly and growing. Highly recommend
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November 2023 by Anil Chadalavada
David has been patient taking my questions, following up and trying to understand what my needs and goals are. I trust him for the advice and the guidance. I would recommend him to anyone that is looking for a financial advisor.
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November 2023 by Janet Belotti
David has been our family advisor for several decades now. And yes he is part of the family! I can't say enough about is expertise, his ability to gauge the market, and make adjustments to protect and manage several of our family members portfolio's. His honesty and caring approach is why we work with David. Shout out to Sabrina, you are essential part of the day to day operations and are very much appreciated.
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October 2023 by Stephen Zarbo
I highly recommend Manna Wealth Management. David Kassir's attention to detail, and real time market updates as domestic and foreign events unfold helps to shape your investment decisions. Customer service is outstanding.
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October 2023 by Tracey
David is very easy to work with as he listens and validates his clients, in addition to being very accessible and continuing to keep his clientele updated on the latest trends/news/forecasts and advisements. He is pro-active with scheduling regular meetings as well if needed, vs. the client having to initiate. A breath of fresh air in a competetive market!
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August 2023 by Artemii Timofeev
David is undoubtedly an exceptional financial advisor at Manna Wealth Management.His expert financial knowledge, credibility, and dedication to his clients make him a standout performer. I have been David's client for quite some time now, and I am still impressed by his level of professionalism and expertise.David's level of understanding of the financial markets and investment strategies is unmatched. He has always provided me with solid and reliable financial advice, which has helped me make smart decisions concerning my money. I can attest to the fact that David is incredibly talented in choosing the right investments while minimizing risks to ensure that his clients achieve their financial goals.In addition to being a first-class financial advisor, David is a great communicator. He is honest, patient, and always willing to take the time to answer my questions and explain complex financial concepts to me in terms that I can easily understand. His level of transparency and professionalism, combined with his exceptional interpersonal skills, set him apart as one of the most remarkable financial advisors I have ever encountered.What I appreciate most about David is his commitment to his clients. He is genuinely interested in helping his clients achieve their financial objectives, and he is always happy to go the extra mile to provide personalized support and advice. Furthermore, he is always available to his clients, whether in person, via email, or over the phone.Thank you, David, for all you have done for me!???
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June 2023 by Jonathan Camere
David has been there when I needed him. No questions about it. Super responsive and great communicator, answering all my questions and guiding me thru all my financial needs.
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June 2023 by Peter Boutan
One of the most impressive aspects of Manna Wealth is their commitment to transparency and communication. Unlike many firms I have worked with in the past, they take the time to explain complex financial concepts in a way that is easy to understand, and consistently keep me informed about my portfolio's progress.Another standout feature of Manna Wealth Management is their sophisticated investment management strategies. They have access to a wide range of investment opportunities and have helped me to build a diversified portfolio that is positioned for long-term success.
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May 2023 by Natália Schneider
David Kassir is incredibly attentive and truly a pleasure to work with. Always available anytime a question arises . Manna Wealth Management’s Customer service is truly remarkable .
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March 2023 by Michael Evans
Following recommendations, I decided to use Manna's services to aid in planning for my future retirement. From the first visit, David and his team couldn’t have been more welcoming, whilst remaining efficient and super-professional. Everything was explained very clearly, David took the time to make sure I understood every step of the process, and he was always more than happy to answer my questions. He explained at length the various options, the potential outcomes, as well as balancing any risks. He set me up with a clear long-term financial plan that was 100% focused on my aspirations for the future. I couldn’t be happier with the service I received and the support provided throughout this process. I feel secure in the knowledge that the investment decisions made with David's support, have been well-informed and based on the very best knowledge and experience in this sector. Highly recommended!
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February 2023 by don douglas
I found David after some rather complicated issues with another wealth management firm. He, supported by Sabrina, untangled my problem smoothly with personal care that I had not previously experienced. I have confident that my funds are in good hands and that they will always be available to me when I need them. I want to particularly comment on the support I have received from Sabrina. I feel strongly that you can learn a great deal about a manager from the people that support him. Using that as criteria David must be excellent. Sabrina is both knowledgeable and highly responsive. One call to her and I know that whatever needs to be done will be accomplished quickly and with precision. In addition, she is very personable always concerned with you as if you were their only client. Sabrina is first class in every respect.
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January 2023 by David Sigel
My wife and I trust David implicitly. His experience, knowledge, and personal caring for my family’s future is demonstrated in each our interactions. David clearly articulates your financial plan and ensures to reevaluate it on specifically scheduled times per your preference. Whenever I have requested his time, he has immediately responded and always made himself available. I wholeheartedly endorse him.
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January 2023 by Mandy Nili
In order to best service, manna wealth management takes a holistic approach to understanding our unique situation in creating a customized Plan that meets our specific needs.They truly work hard to understand our goals, objectives, risk, tolerance levels, and timeframe in order to ensure they are providing the right advice and implementing the right strategies.
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January 2023 by touran voshaghi
Great customer service, always in touch whenever in need. From day one David has helped us through a maze of different financial outcomes that have positively implacted our lives in a meaningful way.
