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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

Home Office

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Services

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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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