Chevy Chase Trust

Angie's List since June 2013

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Chevy Chase Trust is an independent, privately-owned and financially secure investment management firm located just outside Washington D.C. With more than seventy financial professionals averaging twenty years of experience, Chevy Chase Trust is built to put clients--and client success--over everything else. From investment management to estate and financial planning, we have a commitment to performance, valuing broad concepts and inventive thinking....

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Manna Wealth Management

Welcome to Manna Wealth Management. Our business is founded on the belief that successful wealth management is a lifelong process. Wealth evolves. You earn it; you inherit it; invest it, spend it, and donate it. You distribute wealth to your loved ones. You help finance educations, weddings, and plan for the transfer of assets to others later in life. At Manna Wealth Management, we help people invest and protect wealth at the various stages of life. Our seasoned professionals use every tool of wealth management in an effort to preserve your capital and maximize may your returns. We're large enough to expertly manage all your financial needs, yet small enough to give you the intensely personal service you deserve. We believe that our approach has passed the test of time. Our executives have worked in the financial realm through market cycles, through economies weak and strong, and through both good times and difficult times. In any climate, we are a steady hand for our investors. Proven expertise, personal service. That's how we help our clients manage their financial affairs with confidence. It's how we've earned their trust. It's how we can help you achieve your goals. Florida Residents please call 305-306-7107

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Services Offered

Investment Management, Financial Planning, Estate Planning, IRA Rollovers, Philanthropy, Multi Family Office Services, Trust and Fiduciary Services, Custody, Tax-Exempt Securities, Tax Planning and Guidance

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