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.

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.



Saving for a home starts with a plan: set a down payment target, build a separate closing-cost fund, automate transfers,...
05/20/2026

Saving for a home starts with a plan: set a down payment target, build a separate closing-cost fund, automate transfers, and trim discretionary spending to accelerate progress.

Congratulations on your special day! Wishing you continued love and happiness as you celebrate another year together. ...
05/19/2026

Congratulations on your special day!

Wishing you continued love and happiness as you celebrate another year together.



Money affects mental health—break financial stress into small, manageable steps such as: track spending, build a 3‑6 mon...
05/18/2026

Money affects mental health—break financial stress into small, manageable steps such as: track spending, build a 3‑6 month emergency fund, automate savings, and reach out for professional guidance when you need it. Prioritize self-care and financial clarity.

3 Quick Tips:1. Review this month's discretionary purchases2. Identify 1 expenses you can reduce3. Set up an automatic t...
05/13/2026

3 Quick Tips:

1. Review this month's discretionary purchases

2. Identify 1 expenses you can reduce

3. Set up an automatic transfer for the difference

Small changes today will lead to big results tomorrow.

Honoring the moms who give so much— Happy Mother’s Day from our team to yours. LongIsland Finance
05/11/2026

Honoring the moms who give so much— Happy Mother’s Day from our team to yours. LongIsland Finance

Honoring the nurses who care for our communities and protect our well-being—thank you for your dedication. We're proud t...
05/06/2026

Honoring the nurses who care for our communities and protect our well-being—thank you for your dedication. We're proud to support your financial future.

Honoring the teachers who shape futures—today and every day. Thank you for teaching the value of knowledge, inspiring sm...
05/05/2026

Honoring the teachers who shape futures—today and every day. Thank you for teaching the value of knowledge, inspiring smart choices, and preparing generations for financial success.

Start small, stay consistent, and ask questions—we’ll explain the rest.
05/04/2026

Start small, stay consistent, and ask questions—we’ll explain the rest.

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

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