Lucky Manna

We have a wonderful relationship and are very happy with Luckys advice and guidance over the last 7 years preparing us for our retirement. Lucky has always been available to answer any questions or concerns we have put to her over this time. We would recommend her expertise to anyone.

If you are looking for an financial planner that has the following, Lucky is right for you: * Communication: Always returns calls or email promptly * Knowledge: Depth of knowledge from nearly 20 years experience. * Listens: Takes in what you are saying and confirms. * Delivers: timelines are always stated and completed. This is so important to me. * Understands: evaluation of your unique situation and reacts accordingly. To me and my family, Lucky has been so helpful, professional and diligent with our financial planning for our retirement. I have referred several close friends and relatives to Lucky and they all thanked me. It is my pleasure to provide this review.

Lucky has been our financial planner for over 10 years. She remembers our history and can answer our questions clearly and effectively so we feel our queries are actually answered. We certainly trust that Lucky is working for us and providing us with the right recommendations.

Lucky has provided me with sound and clear advice as I set goals towards my retirement. She is knowledgeable, and professional, but just as importantly, she's understanding and empathetic. I couldn't recommend Lucky highly enough.