Menninger & Associates - Certified Financial Planner
About the Business
Menninger & Associates is a Certified Financial Planner institution located at 820 Adams Avenue in Trooper, Pennsylvania, United States. They offer a variety of financial services and insights to help clients navigate the complex world of finance.
Their Weekly Market Recap provides the latest economic news and insights, along with a summary of the U.S. stock market performance from the previous week. Additionally, they offer monthly articles on Tricks of the Trade to help clients stay ahead in the financial market.
Kyle Ryan, CFP, and Thomas Elms, CFP, provide a fresh take on finance through their program Fresh Finance, aimed at educating viewers on various aspects of financial planning. As fiduciaries, Menninger & Associates puts their clients' best interests first and fully discloses any conflicts of interest.
The prestigious Certified Financial Planner (CFP) designation held by Menninger & Associates recognizes their knowledge in financial planning, taxes, insurance, investment management, estate planning, and retirement. They are committed to ongoing education and maintaining their skills to better serve their clients.
In addition to their financial services, Menninger & Associates is involved in charitable initiatives, hosting an annual charity golf outing to raise money for local charities. They are dedicated to giving back to the community that supports them.
With a focus on financial planning, customer service, and managing investment assets, Menninger & Associates serves clients in over 20 states. They utilize video conference technology to provide top-notch advice and service regardless of their clients' physical location.
Securities and advisory services are offered through LPL Financial, a registered investment advisor. The LPL Financial representatives associated with Menninger & Associates are properly registered and licensed to conduct business with residents of specific states. It is recommended to consult with a qualified tax or legal advisor for specific individualized advice. Menninger & Associates has been recognized as a Five Star Wealth Manager based on their quality services to clients.
Photos
Location & Phone number
820 Adams Ave #100, Trooper, PA 19403, United States
Hours open
Monday:
7:00 AM - 8:00 PM
Tuesday:
7:00 AM - 8:00 PM
Wednesday:
7:00 AM - 8:00 PM
Thursday:
7:00 AM - 8:00 PM
Friday:
7:00 AM - 8:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"In every aspect, Menninger & Associates excels. They are extremely knowledgeable, personable, professional, highly responsive, trustworthy and genuinely seem to love and care about what they do and the clients they serve. The quality of financial and customer service is the highest I have ever experienced. They not only do an excellent job with investments and tax planning, they take the time to educate you about your finances and financial future. I cannot say enough about my positive experience with everyone at Menninger...highly recommend!"
"We would highly recommend Mike and his staff as the best and trustworthy financial advisors. Their attention to details and making sure you understand how a decision will affect your finances is remarkable. Their tax knowledge in how taxes will affect your finances is an added bonus to your financial planning. Look no further, you will want your money in Mike and his teams trusted hands!"
"Kyle Ryan and Mike Menninger have been handling our retirement accounts. I am confident in their expertise and their consistent concern with my financial well-being is quite evident. They are available for any questions that may arise and keep us informed to changes that occur. I have confidence in their abilities to carry us through the financial maze ahead."
"Mike Menninger & Associates (I work closely with Kyle) are the type of people you want to work with. They take their fiduciary responsibility seriously, have a great fund of knowledge, behave professionally but still find a way to keep it fun. If you are in the market for a financial adviser, I highly recommend a consult with the team."
"My husband and I have relied on several financial planners throughout the years and have found Michael and his team to be everything we need and more. They are knowledgeable, trustworthy and attentive to our needs. When I reach out to any member of the team, I receive a response before the end of the day if not immediately. They have taken the worry out of our retirement and guide us with their solid advice. Since we became clients of the Menninger Team in 2017, we have had no concerns even through times of market instability. I also appreciate Michael's weekly market summaries and his ability to honestly review financial data in language we can understand."
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