Andrew Maniaci, LPL Financial Advisor

Andrew Maniaci, LPL Financial Advisor Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Andrew Maniaci, LPL Financial Advisor, Financial service, 2900 W. South Airport Road, Traverse City, MI.

TBA Investment Services provides a wide range of products and services as well as objective financial advice to help you achieve your financial goals today and in the future.

05/21/2026

Is retirement on the horizon? Are you concerned about market volatility? Maybe I can help you strategize for the future or even navigate uncertainty.

Schedule time with me using the link in my bio.

Services

Helping individuals and families build a secure financial future is something I’m truly passionate about, and I take a t...
05/04/2026

Helping individuals and families build a secure financial future is something I’m truly passionate about, and I take a thoughtful, client focused approach to every conversation.

At TBA Investment Services, I support clients with:

Retirement Planning – Creating a clear, confident roadmap for your long term goals. Investment Guidance – Offering personalized strategies tailored to your financial vision.
Estate Management – Helping protect what matters most. Wealth Building Strategies – Supporting your journey toward long term financial growth.

Whether you're just getting started or looking to refine your financial plan, I’m here to guide you every step of the way.

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April is Financial Literacy Month! Let's take a moment to celebrate the importance of understanding our finances and mak...
04/15/2026

April is Financial Literacy Month!

Let's take a moment to celebrate the importance of understanding our finances and making smart money choices.

Whether you're a finance wizard or just starting to dip your toes into the world of money management, this month is the perfect time to enhance your financial knowledge and skills.

From budgeting and saving to investing and preparing for the future, there's much to learn and explore! Services

Jokes are fun… but your money? Not something to play around with.If you’re ready to get serious about your financial fut...
04/01/2026

Jokes are fun… but your money? Not something to play around with.
If you’re ready to get serious about your financial future, I’m here to help! Schedule an appointment with me today and let’s make sure your financial plan is no laughing matter.

Happy April Fool’s day!

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03/23/2026

There are just about three weeks left in tax season! When you’re done crunching numbers, I am ready to help you grow them. Visit the link in my bio to schedule an appointment with me today!

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If you've lost your job, or are changing jobs, what about your 401(k)?You have options.1. Do nothing: do you want your o...
03/10/2026

If you've lost your job, or are changing jobs, what about your 401(k)?
You have options.
1. Do nothing: do you want your old employer investing for you?
2. Should you cash it in?
3. Should you roll it over?
Meet with a financial professional.
When changing jobs, you have choices. It’s important to meet with a financial professional to review all your options; the decision you make may have significant consequences both now and in the future.
Schedule an appointment with me to learn more!

Services

Let’s talk! Visit the link in my bio to schedule an appointment today. Services
02/18/2026

Let’s talk! Visit the link in my bio to schedule an appointment today.

Services

🧾 Tax Season 2026 Is Underway Getting a head start can help make this season a little less stressful.Start by: ✔️ Gather...
02/04/2026

🧾 Tax Season 2026 Is Underway
Getting a head start can help make this season a little less stressful.
Start by:
✔️ Gathering key documents (W-2s, 1099s, receipts)
✔️ Reviewing income and expenses
✔️ Noting any life changes that may impact your return
The filing deadline? April 15, 2026.

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The start of a new year is a great time to step back and look at the bigger picture. A few small reviews early in the ye...
01/19/2026

The start of a new year is a great time to step back and look at the bigger picture. A few small reviews early in the year may help you stay organized and ready for what’s ahead.

Here are three simple ways to start:
1️⃣ Reassess coverage and protection needs to make sure they reflect your current situation and priorities.
2️⃣ Review budgets and savings habits to see if recent changes in expenses or income call for updates.
3️⃣ Set short-term milestones that make progress easier to track and adjustments easier to manage.

Taking time to revisit these areas may help create structure and awareness for the year ahead.

Wishing you a healthy and productive New Year!

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Wow! It’s the New Year already, can you believe it? Do you have any New Year’s resolutions? Is the goal of getting your ...
01/02/2026

Wow! It’s the New Year already, can you believe it? Do you have any New Year’s resolutions? Is the goal of getting your finances in order part of your resolution?

Finances can be overwhelming, especially when that’s on your mind at the start of this New Year. Let’s talk! Visit the link in my bio to schedule an appointment today.

Services

Address

2900 W. South Airport Road
Traverse City, MI
49684

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