Your financial ally for life.
At The Manning Companies, we deliver creative, personalized financial solutions to growth-minded clients.
We are one firm looking out for your holistic financial wellness.
Get personal, direct, cost-efficient management for your finances. Whether you’re building a comprehensive financial plan or saving for retirement, we can help you inventory all your assets so you can see them on one consolidated statement. We’ll also help track the important people in your life—think family, CPA, attorney—so we’re always prepared to act quickly and efficiently on your behalf.
Guidance for individuals, families, and business owners on financial planning, wealth management, investments, and more. Our advisors can help you create strategies that are appropriate for your goals and challenges, and we offer the services you’ll need for every stage of life.
Our team of retirement specialists help employers design and manage retirement plans for their companies. We also work with their employees, helping them understand their retirement package and how it fits within their bigger picture.
Our mission to take care of charities that are in need. We help fund organizations that provide resources for foster youth, care for animals, feed our communities and more.
We’ll never treat you like a number.
The steps you take on the journey toward retirement are of the utmost importance to your financial plan. Our team is equipped with technology that helps us organize your assets and paperwork, bring clarity to where you are in relation to your goals, and care for your finances as if they were our own.
Set yourself up for a more carefree life.
The first call is on us—reach out for a complimentary consultation.