UpperLeft Wealth Management is here for anyone planning for and trying to figure out if they're on pace for retirement, or are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions. Our data-driven processes and strategic planning mean we help you face the curveballs life can throw at you. I am a CFP® and fiduciary, and hold an M.B.A. in finance from Columbia Business School. My reputation is built on your trust. If you're ready to look at improving your odds of success, contact me at www.upperleftwealth.com.
Welcome to Manna Wealth Management. Our business is founded on the belief that successful wealth management is a lifelong process. Wealth evolves. You earn it; you inherit it; invest it, spend it, and donate it. You distribute wealth to your loved ones. You help finance educations, weddings, and plan for the transfer of assets to others later in life. At Manna Wealth Management, we help people invest and protect wealth at the various stages of life. Our seasoned professionals use every tool of wealth management in an effort to preserve your capital and maximize may your returns. We're large enough to expertly manage all your financial needs, yet small enough to give you the intensely personal service you deserve. We believe that our approach has passed the test of time. Our executives have worked in the financial realm through market cycles, through economies weak and strong, and through both good times and difficult times. In any climate, we are a steady hand for our investors. Proven expertise, personal service. That's how we help our clients manage their financial affairs with confidence. It's how we've earned their trust. It's how we can help you achieve your goals. Florida Residents please call 305-306-7107
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We provide SBA packaging services, business lines of credit, and revenue based finance. Our revenue based finance programs are based on the monthly deposits of your bank statements and we can work with credit scores as low as 520. We can provide a credit decision within 48 to 72 hours. All we need is a completed application and the last 4 months of corporate bank statements.
No savings, no checking, no CDs, no personal loans