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What We Do

Our Areas of Expertise

Retirement Planning

A personalized approach to your financial needs.
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College Planning

The ability to offset the costs of higher education.
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Tax Planning

A full tax analysis into your individualized financial plan.
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Legacy Planning

How to transfer your wealth to your loved ones upon your passing.
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Long Island Office

  • Call 631-605-8400
  • 3075 Veterans Memorial Hwy, Ste 130, Ronkonkoma, NY 11779
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  • 919-490-6717
  • 280 South Mangum Street, 550 Diamond View II, Durham, NC 27701
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  • Raymond Menna, CFP®
  • Jacqueline Menna
  • Rachel Menna
  • Richard Cecchi, CPA
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  • Raymond Menna, CFP®
  • Jacqueline Menna
  • Rachel Menna
  • Richard Cecchi, CPA

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  • College Planning
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  • Retirement Planning
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Investment advisory services offered through Verity Asset Management [Registered Investment Adviser]. Securities offered through Verity Investments, Inc. [member FINRA/SIPC].

Menna Financial is not affiliated with Verity Asset Management and Verity Investments, Inc.

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