This includes Certified Financial Planners and Certified Public Accountants. Our philosophy is educating our clients on the importance of financial planning across a broad spectrum of areas. We, at Menna Wealth Planning Group, believe that knowledge is power and something we strive to have our clients possess. We accomplish this through open dialogue with our clients and seeking to maintain a standard of excellence, second to none. We also work with outside attorneys that specialize in wills, estate and trust planning. Our team, at Menna Wealth Planning Group, believes strongly in acting as a fiduciary for our clients, meaning we are ethically bound to your best interests. Personal motives and conflicts of interest are put aside to make sure we act in a trustworthy manner. We are here every step of the way to help you achieve your goals. Investment Advisor Representative, offering advisory services through Verity Asset Management [Registered Investment Advisor]: https://verityinvest.com/
Registered Representative, offering securities through Verity Investments, Inc. [Member FINRA, SIPC]: https://verityinvest.com/verity_investments_inc
Menna Financial is not affiliated with Verity Asset Management and Verity Investments, Inc.
