Menninger & Associates - Certified Financial Planners
About the Business
Menninger & Associates - Certified Financial Planners is a finance institution located at 1035 B Mill Creek Drive in Feasterville-Trevose, Pennsylvania, United States. They offer a range of financial services, including market insights through their Weekly Market Recap and educational articles written by their team of experts. With a focus on fiduciary responsibility, the team at Menninger & Associates ensures that clients' best interests are always put first. They also have two young CFPs, Kyle Ryan and Thomas Elms, who provide a fresh perspective on finance through their show Fresh Finance.
As a firm that values community involvement, Menninger & Associates hosts an annual charity golf outing to raise money for local charities. Over the years, they have raised over $30,000 for various causes. They work with clients in over 20 states, offering financial planning and investment management services through video conferences to ensure top-notch service regardless of location.
Securities and advisory services are offered through LPL Financial, a registered investment advisor. The team at Menninger & Associates is committed to providing quality services to their clients, earning them recognition as Five Star Wealth Managers. For personalized tax or legal advice, they recommend consulting with a qualified professional.
Photos
Location & Phone number
1035 B Mill Creek Dr, Feasterville-Trevose, PA 19053, 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
"My husband and I just recently started working with Kyle in the Feasterville location and he has exceeded expectations. Kyle is very knowledgeable, proactive, and responsive. We feel even more confident knowing that Kyle works so closely with Michael Menninger, as there is another set of eyes always looking out for our best interests."
"I can not say enough about the people at M&A! My parents have been with them for years and obviously trust them like family members. I, in particular, have built a relationship with Kyle Ryan who I think very highly of. These people are not there to simply make a % commission off your money ... they are they to build relationships, educate you on the various options that are at hand and steer the ship in the right direction with the goal of supporting your financial means. I could not imagine having anyone else manage my family's financials than M&A!"
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