Home | TBA Investment Services

^{Retirement planning simplified}

Wherever you want to go, I am ready to help at every step of the journey.

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Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Who I am

Who I am

I work with you one-on-one to create an investment strategy that begins with a true understanding of your risk tolerance, time horizon, and goals. Thanks to my collaborative and transparent methods, I want you to always know where you stand.

Meet Andrew

How I Can Help

In addition to working on your behalf, I can simplify your financial life and help provide the freedom to focus on the things that matter most to you.

Retirement

Life moves pretty fast and can change even faster. That's why it pays to have a quick, flexible team supporting you every step of the way.

Lifestyle

Dream big, have fun. It's time to maximize the return on your life.

Investment

I can create a portfolio that is designed to fit your lifestyle.

Taxes

I have resources that can help resolve some of the most sophisticated tax issues.

Estate

It can be difficult to think about leaving our loved ones behind. With sensitivity and care, I'll help create an estate strategy for your family's situation.

Money

Wealth management is one of the most overlooked parts of building a sound retirement strategy. Let me help you build for tomorrow.

Contact me for a conversation on how to work towards your goals.

Contact me for a conversation on how to work towards your goals.

Schedule an Appointment

What Sets Me Apart

I love to help navigate the intersection of community and money. My goal is to help you live a life full of fun, passion, and purpose while giving back to those who need it the most.

Contact Me

231-946-8794

Address

2900 W. South Airport Road

Traverse City, Michigan 49684

630 East Front Street

Traverse City, MI 49685

Schedule an Appointment

Contact

Office: 231-946-8794

2900 West, South Airport Road

Traverse City, MI 49684

Andrew.Maniaci@tba-lpl.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. TBA Credit Union and TBA Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using TBA Investment Services and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of . TBA Credit Union or TBA Investment Services. Securities and insurance offered through LPL or its affiliates are:

^{NOT INSURED BY NCUA OR ANY OTHER GOVERNMENT AGENCY}	^{NOT CREDIT UNION GUARANTEED}	^{NOT CREDIT UNION DEPOSITS OR OBLIGATIONS}	^{MAY LOSE VALUE}

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

For additional information, please visit: www.lpl.com/CRS.