Aventura Financial Advisor

Working with the right Financial Advisor in Aventura, FL
Aventura Advisory Services

Aventura Challenge

Finding the right experienced financial advisor in Aventura, FL is often a challenge for many living in Aventura, FL. This is because Pre-Retirees and Retirees in Aventura, FL all have different needs and a myriad of financial goals and objectives.

Consider these facts:

  • In the best of times, an experienced financial advisor can be an invaluable ally to those of us that need their advice.
  • During difficult economic times, that invaluable ally can turn into an indispensable confidant.

Sometimes, the search can become quite complex, especially when looking for experienced, trusted financial advisors in Aventura, FL that have unique skills.

TThe real challenge lies in identifying and selecting a trusted experienced financial advisor in Aventura, FL that is a perfect fit for an individual saver or investor.

That’s why as a sought-after financial advisor in Aventura, FL, David D. Kassir, at Manna Wealth Management, believes you can confidently rely on our firm’s vast experience and more importantly trust in placing you first above and beyond anything else. Those Values and Principals have existed since our inception in 1962.

By Appointment only, for a Complimentary one hour consultation – Please call 305-306-7107

Aventura Advisory Services

Why a Planner?

So, why does finding the right financial advisor in Aventura, FL make that much of a difference? It matters because they have the knowledge, experience, and expertise to help savers and investors optimize their savings over the long run. There are so many factors to consider and an equally large number of questions to ask.

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    Not insured by FDIC or any Federal Government Agency
    MAY Lose Value
    Not a deposit of or Guaranteed by a Bank or Any Bank Affiliate