Menna Wealth Planning Group, Inc.

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.

As you celebrate your students' achievements, let us help you plan for your own bright future. Financial planning tailor...
06/24/2026

As you celebrate your students' achievements, let us help you plan for your own bright future. Financial planning tailored for those who shape our youths today.

Happy Father’s Day to the dads who plan, protect, and provide — thank you for guiding your families toward stronger futu...
06/21/2026

Happy Father’s Day to the dads who plan, protect, and provide — thank you for guiding your families toward stronger futures.

Our office will be closed on Juneteenth to observe the federal holiday. We will resume normal business hours Monday, Jun...
06/19/2026

Our office will be closed on Juneteenth to observe the federal holiday. We will resume normal business hours Monday, June 22nd.

Mid-June check... It’s time to celebrate those mid-year wins!
06/17/2026

Mid-June check... It’s time to celebrate those mid-year wins!

Today we salute the stars and stripes — grateful for the values that guide our communities and our clients.             ...
06/14/2026

Today we salute the stars and stripes — grateful for the values that guide our communities and our clients.



Schedule an appointment today with a financial advisor — book now to review goals, update your plan, and get personalize...
06/10/2026

Schedule an appointment today with a financial advisor — book now to review goals, update your plan, and get personalized next steps.

As your family grows, so do your financial priorities.  Speak to your advisor today to discuss the changes to your finan...
06/08/2026

As your family grows, so do your financial priorities. Speak to your advisor today to discuss the changes to your financial plan.

Side gigs boost income — but don’t forget savings and taxes. Track earnings, set aside a portion for taxes, and continue...
06/03/2026

Side gigs boost income — but don’t forget savings and taxes. Track earnings, set aside a portion for taxes, and continue contributing to your emergency fund and retirement. Need help optimizing side‑gig income? Book a quick consult.

June goal: educators—review your benefit plans and retirement contributions before summer.
06/01/2026

June goal: educators—review your benefit plans and retirement contributions before summer.

Our office will be closed Monday, May 25th in observance of Memorial Day.
05/25/2026

Our office will be closed Monday, May 25th in observance of Memorial Day.



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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