Manuka Financial - Richmond, Virginia

Manuka Financial: Professional Financial Planning Services in Richmond, VA

Manuka Financial, located at 3910 W Franklin St, Richmond, VA 23221, is a leading financial planning firm offering comprehensive financial solutions tailored to meet the unique needs of each client. Established by the experienced and personable financial planner Mike Powers, the company specializes in helping individuals understand their financial goals and providing steps to achieve them.

The office is conveniently equipped with online appointment scheduling, ensuring clients can easily book a consultation at their preferred time. Additionally, the facility boasts a wheelchair accessible entrance, parking lot, and restroom, making it accessible to all clients.

At Manuka Financial, the team takes a personalized approach, focusing on each client's individual financial situation. With a strong emphasis on family values, Mike and his team work closely with clients to assess their current financial standing and develop a comprehensive plan to help them reach their financial objectives, such as early retirement.

Recent clients have praised Manuka Financial for their ability to listen and provide meaningful recommendations. One client noted that the transition from saving to withdrawing from savings was particularly challenging, but Mike's guidance proved valuable throughout the process.

With an average rating of 5/5 based on 4 reviews on Google My Business, Manuka Financial has established a strong reputation for delivering high-quality financial planning services in Richmond, VA. Whether you are looking to plan for retirement or achieve other financial goals, Manuka Financial is highly recommended as your trusted financial planning partner.

👍 Reviews of Manuka Financial

Taylor B.

5/5

Mike is an experienced and personable financial planner. Placing family first, he helped me understand my goals, assessed my financial picture, and provided steps I need to take to retire early. Highly recommend him!

Jan D.

5/5

Mike Powers' ability and willingness to listen and provide useful, meaningful recommendations makes him a great partner in our financial planning. As we are at the stage where we MUST withdraw from savings and have many exciting life plans, his counsel is especially helpful. After being a saver, this is a hard transition!

James L.

5/5

My wife and I can highly recommend Manuka Financial for your retirement planning needs. We moved our assets to Mike Powers/Manuka Financial in November 2022 from a large AUM firm which only provided investment advice. Mike looks at the entire financial picture of our retirement. He provides tax planning and Roth conversion considerations and works with our CPA. He helped with Social Security claiming and IRMAA. He is always prepared for our quarterly meetings and is responsive to our emails or phone calls. Mike is thoughtful and listens to any questions or concerns that we have. My wife and I are comfortable knowing that Mike Powers (Manuka Financial) is managing the financial aspects of our retirement.

Kevin R.

5/5