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Menna Wealth Planning Group

Menna Wealth Planning Group Email Formats

Financial ServicesFlag of USRonkonkoma, New York, United States1-10 Employees

Key Contact at Menna Wealth Planning Group

Flag of US

Jacqueline Mallinson

President

Company overview

Headquarters3075 Veterans Memorial Hwy, Suite 130, Ronkonkoma, New York 11779, US
Phone number+19194906717
Websites
NAICS52
Keywords
Tax Planning, 403(B), College Planning, Retirement Planning, 401(K), Legacy Planning
Founded2018
Employees1-10
Socials

About Menna Wealth Planning Group

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.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Menna Wealth Planning Group has never raised funding before.

Menna Wealth Planning Group Tech Stack

Discover the technologies and tools that power Menna Wealth Planning Group's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

reCAPTCHA

Security

jQuery

jQuery

JavaScript libraries

MySQL

MySQL

Databases

GoDaddy

GoDaddy

Hosting

PHP

PHP

Programming languages

Open Graph

Open Graph

Miscellaneous

Flywheel

Flywheel

Hosting

WordPress

WordPress

Blogs

jQuery Migrate

jQuery Migrate

JavaScript libraries

Yoast SEO

Yoast SEO

SEO

Hello Elementor

Hello Elementor

WordPress themes

Elementor

Elementor

Page builders

Frequently asked questions

Menna Wealth Planning Group is located in Ronkonkoma, New York, US.
You can reach Menna Wealth Planning Group at +19194906717.
Menna Wealth Planning Group was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.
Menna Wealth Planning Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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