1775 Tysons Blvd 5th floor, McLean, VA, United States
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!
We have been with Manna Financials for over 2 decades now. We have always been provided with expert advice as the markets have changed over the years reallocating funds when needed, smart tips to maximize our portfolio, and just being there to listen to our goals; steering down the path of successful investing.
David has also been there for us in times of personal issues, lending his ear and offering support. Something I believe that has not made us want to seek a different firm or trusted advisor.
I believe that Manna Wealth Management, with David Kassir at the helm has improved our families financial security and I feel confident that he could help yours. Best!
The experts at Manna Wealth Management are professional, responsive and committed to great service. After our initial meeting they understood our financial goals and carefully communicated how their recommendations would help our family long-term. They educated us and as a result, we feel both comfortable and confident making decisions alongside of them. I would highly recommend their services.
We’ve been working with David Kassir for years and for good reason. He has helped us grow our investments, has kept us updated on the financial environment so we can make good decisions around our financial needs. He has definitely been easy to do business with and I highly recommend his services!!
In a world in which there are many options of where to invest your money and with whom you need to ask yourself what kind of relationship do you want with the person/firm you are entrusting your finances with. Do you want just someone whom reaches out to you once a year and goes over your account or do you want someone who is invested in your continuous evolution?
I interviewed several brokerage firms and financial advisors and decided to go with David Kassir because he stood out. David did not make any pitches or promises to wealth unlike the rest. Many of the other advisors asked me questions off of a checklist whereas David actually allowed conversations to form organically. David’s primary objective was to get to know me, the person, first. In fact, David didn’t even discuss the actual monetary aspect until a few meetings in.
David’s core focus was to try to understand what my needs, goals and objectives for my life are/will be. David has an amazing skill of breaking down information in lay terms. He is always extremely patience and genuine in his interactions. He has immense knowledge within the financial arena and is extremely versed in cryptocurrency, which is the future. David and Sabrina, the client relationship manager, are always a phone call, text or email away. I could not have picked a better person as my financial advisor. Thank you to David and Sabrina for being such an amazing team.
Although I had a small question about what exactly a 401k entails and how it’s beneficial for me to enroll since my job offers it, David Kassir helped me understand how I should go about enrolling. I sent him a document with a list of options my employer offers and he listed them in order based on what’s most beneficial for me due to my age and yearly salary! Great service for sure. Will be asking future questions about financial options.
David is the most awesome genuine guy. He is super knowledgeable and so friendly to talk to. Would work with him anytime!
Mr. Kassir is more like family as well as being my financial advisor. Very personal and professional too. Always in contact with me.
I’ve been a client for over 10 years. David and Sabrina are always super responsive. I know that David takes my financial planning seriously and he has been a great resource for me.
David has helped me realize that I can retire before I turn 70! He has provided me with excellent financial advice and guided me toward reaching affordable retirement goals. I highly recommend Manna Wealth Management.
David has spared a lot of his time to listen to our background, understand our goals, and formulate a sound plan. He exudes a high level of professionalism and is able to clearly articulate his recommendations using his deep expertise and many years of experience.
I recommend David and Manna Wealth Management for anybody who is interested in a holistic approach to investing, and does not want to be considered as just one more customer..
David kassir and this company always makes you feel like a person and not just a number! Great follow up on investments!!
Financial Advisors at Manna Wealth Management helped us a lot with our parent’s settlement of the estate ! Wonderful and super responsive
I just got my very first car, and with David’s help the whole process was just fast and easy. He really takes care of your money and your life.
I recommend Manna Wealth Management to everyone who needs a good financial advisor.
Must say the most responsive company that I have yet to deal with. Communication is top notch , I would recommend to anyone who is looking for a reliable , trust worthy company to handle your financial needs. Guys thanks again for all the help and look forward to the future!!
I feel like they both have my back and are looking out for my best interest.
David was not only generous with his time but his knowledge about life, investments, real estate, and more. I am 24 years old, and quite frankly have never met with a financial advisor. I was pleasantly surprised to see that David took the time to ask me questions about my personal interests and eventually goals, which helped him come up with a customized plan for me to take care of my student loans, combine my investment accounts, and start my path in real estate investing.
David was gracious as well and stayed after hours after I had to reschedule our original meeting. As I stood in his office reading all of his accolades, awards, certifications, and back cover to his best selling book, I didn’t know what to expect. David made me feel welcome and asked me to follow up with him with any questions at any time. I read on his book cover that his motto is “Have the mind of a capitalist with the heart of a social worker”, which David seem to exemplify. He’s just a cool, genuine guy, who’s looking to help out where he can.