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

Menna Wealth Planning Group, Inc.

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United States
Ronkonkoma, NY
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 stan

dard 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.

08/24/2026

We are pleased to announce that Jimmy Mallinson has joined our team as a Financial Advisor.

Jimmy brings more than a decade of experience in digital marketing and communications, working with people and businesses across e-commerce, banking, tourism, and publishing industries. He holds an MBA from LIU Post and a bachelor's degree in psychology from Stony Brook University. Jimmy’s background in client communication and data-driven marketing complements his financial training and strengthens our team’s ability to deliver clear, personalized guidance.

Jimmy is registered as a General Securities Representative (Series 7) and as an Investment Adviser Representative (Series 66). He also holds Variable Life, Accident & Health insurance licenses.

Please join us in welcoming Jimmy to the team. We’re confident his skills and client-focused approach will be a strong addition to our family-run firm.

08/22/2026

Happy Anniversary to Ray and Vicki!

07/30/2026

Join us in wishing Ray a very happy birthday!

07/26/2026

529 plans can be a valuable way to save for education, but a few common mistakes can reduce their effectiveness:

• Waiting too long to start
• Not reviewing investment options
• Overlooking state tax benefits
• Forgetting to update the plan as college goals change

A quick review can help keep your education savings strategy on track. Get in touch with an advisor today.

07/24/2026

July is a great time to review your college savings plan for the year ahead. A few simple things can make a big difference:

✅ Confirm your 529 contributions are on track

✅ Check whether your plan offers any state tax benefits

✅ Review how student loan costs fit into your bigger financial picture

✅ Make sure your overall education funding plan still matches your family’s goals.

If you’re helping a student get ready for college, a little planning now can help bring more clarity later.

We are here to help. Schedule an appointment today with a financial advisor. Book now to review your goals and get personalized next steps.

07/22/2026

A quick subscription check can help free up room in your budget. Streaming services, apps, memberships, and auto-renewals can add up over time, especially when they’re easy to forget. Reviewing your monthly subscriptions is a simple way to spot unused expenses and make sure your money is going where it matters most.

07/19/2026

Happy First Wedding Anniversary to Rachel and Cameron!

07/15/2026

Summer can be a great time to give your budget a quick reset. Before the rest of the season gets busy, take a look at your spending on travel, dining out, events, and back-to-school prep. A simple check-in can help you stay on track and avoid surprises later. Small adjustments now can make the rest of the year feel a lot more manageable.

07/13/2026

Join us in wishing Rachel a happy birthday!

07/08/2026

Are your retirement allocations still aligned with your goals and time horizons? Market changes, account growth, and life updates can all affect your investment mix over time.

Our advisors can review your retirement accounts and help you evaluate whether your allocation still fits your long-term plan. Schedule a review today.

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

Website

https://mennafinancial.com/

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