Menna Wealth Planning Group, Inc.

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Menna Wealth Planning Group, Inc. Menna Wealth Planning Group is comprised of professionals who possess high designations in their industry.

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.

Wishing our executive assistant Camile a very Happy Birthday!
10/23/2026

Wishing our executive assistant Camile a very Happy Birthday!

October is Breast Cancer Awareness Month. We send our love to the fighters, the survivors, the families, and the ones we...
10/22/2026

October is Breast Cancer Awareness Month. We send our love to the fighters, the survivors, the families, and the ones we carry in our hearts.

Have you reviewed your beneficiaries lately? It’s easy to overlook, but beneficiary designations should be reviewed regu...
09/30/2026

Have you reviewed your beneficiaries lately?

It’s easy to overlook, but beneficiary designations should be reviewed regularly. Life changes like marriage, divorce, births, and deaths can make old information outdated. A quick check today can help ensure your accounts still reflect your current wishes.

What should you expect in a first meeting with us? A first meeting is a conversation about you, your goals, and what you...
09/28/2026

What should you expect in a first meeting with us?

A first meeting is a conversation about you, your goals, and what you want your money to do for you. It’s a chance to:

➡️ Share your current situation
➡️ Talk through your goals and priorities
➡️ Ask questions about planning options
➡️ Learn what working together could look like

Ready to get started? Book an appointment with an advisor today.

When should you see a financial planner? It may be time to meet with a financial planner if: ➡️ You’re starting a new ...
09/23/2026

When should you see a financial planner?

It may be time to meet with a financial planner if:
➡️ You’re starting a new job, family, or chapter in life
➡️ You have questions about retirement or college savings
➡️ You want a clearer plan for how your money is working for you

A financial review can help bring structure and direction to your next steps. Book a meeting with our team today.

Myth: You need a lot of money to start investing. Fact: Getting started is often more accessible than people think. • Ma...
09/21/2026

Myth: You need a lot of money to start investing.

Fact: Getting started is often more accessible than people think.

• Many workplace plans let you begin investing with payroll contributions

• Automatic investing can help you build consistency over time

• Starting small may be better than waiting for the “perfect” time

• A plan matters more than a large first deposit

Menna Wealth Planning Group turns 6 today! From our family to yours, we would like to thank you for trusting us to be a ...
09/17/2026

Menna Wealth Planning Group turns 6 today! From our family to yours, we would like to thank you for trusting us to be a part of your journey.

We are proud to celebrate Jackie, who was nominated as an honoree at this year’s Dan’s Power Women of the East End. This...
09/16/2026

We are proud to celebrate Jackie, who was nominated as an honoree at this year’s Dan’s Power Women of the East End.

This recognition is a true reflection of her dedication and impact she makes every day. Congratulations, Jackie! We’re so excited to see you honored among such an inspiring group of women.

September is Life Insurance Awareness Month. Life can change fast. If something happened to you unexpectedly, would you...
09/14/2026

September is Life Insurance Awareness Month.

Life can change fast. If something happened to you unexpectedly, would your family be financially prepared?

Life insurance can help provide money for bills, debts, final expenses, and the future you worked so hard to build.

If you’re unsure how much you need, don’t understand your options, or simply don’t know where to start, contact an advisor today.

Remember: Making a plan today can create a lifetime of security for your loved ones.

We honor the heroes who have given the ultimate sacrifice for our country and the first responders who ran toward danger...
09/11/2026

We honor the heroes who have given the ultimate sacrifice for our country and the first responders who ran toward danger without hesitation 25 years ago today. Their courage, selflessness, and love for others will never be forgotten.

Address

3075 Veterans Memorial Highway, Suite 130
Ronkonkoma, NY
11779

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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