What We Do

Our Areas of Expertise

Retirement Planning

A personalized approach to your financial needs.

College Planning

The ability to offset the costs of higher education.

Tax Planning

A full tax analysis into your individualized financial plan.

Legacy Planning

How to transfer your wealth to your loved ones upon your passing.

Long Island Office

Home Office

Site Links

Advisors

Services

Check the background of your investment professional on FINRA's BrokerCheck.

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.

www.verityinvest.com

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