Florida Advisory Services

College planning

Working with the right financial advisor in Miami and other cities in Florida, including Coral Gables

 

Florida challenge

Finding the right experienced financial advisor in Florida is often a challenge for many Floridian consumers. This is because consumers in Florida all have different needs and a myriad of financial goals and objectives.

  • 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 Miami, Coral Gables, that have unique skills.

Why a planner?

Working with the right financial advisor in Miami and other cities in Florida, including Coral Gables, can mean the difference between not worrying about your financial future and being in deep distress as you ponder the future of your wealth. It could also ultimately determine whether you retire as planned or whether you continue working well beyond your desired retirement age, in the hope of accumulating sufficient wealth to enable a comfortable retirement.

So, why does finding the right financial advisor in Miami and Coral Gables, Florida 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.

1Areas we serve in Florida

  • Altamonte Springs, FL
  • Aventura, FL
  • Boca Raton, FL
  • Bonita Springs, FL
  • Clermont, FL
  • Coral Gables, FL
  • Daytona Beach, FL
  • Delray, FL
  • Fort Lauderdale, FL
  • Melbourne, FL
  • Miami, FL. Orlando, FL
  • Palm Beach, FL
  • West Palm Beach, FL
  • Plantation, FL. Sarasota, FL
  • Surfside, FL. Tampa, FL
  • Tavares, FL. The Villages, FL
  • Winter Park, FL

 

 

school graduationSunshine Florida

The real challenge lies in identifying and selecting a trusted experienced financial advisor in Miami or Coral Gables that is a perfect fit for an individual saver or investor.

That’s why as a sought-after financial advisor in Miami, David D. Kassir, at Manna Capital Management associated with Wells Fargo Advisors Financial Network, LLC, 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