Investment Services

Andrew Maniaci

Andrew Maniaci

With so many differences, details and decisions to make when considering a 401(k) IRA Rollover, where do you start? Andrew Maniaci, CFS Advisor at TBA Investment Services, available through CFS*, can help you examine your options and decide what type of rollover may be right for you.

  • Retirement Planning
  • 457, 401(k) and 403(b) Rollovers
  • Mutual Funds, Annuities and Life Insurance
  • Small Business Retirement Plans

TBA Credit Union has partnered with CUSO Financial Services, L.P. (CFS) to make non-deposit investment products available to members. TBA Investment Services, available through CFS*, 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.

  • Income Strategies
  • Investment Management
  • Retirement Planning
  • Estate Conservation
  • Insurance and Annuity Products

Schedule a no-obligation meeting today!

Reserve time with CFS Financial Advisor Andrew Maniaci by email, by calling 231.946.8794, or by submitting a contact form below.

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401K Calculator

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Investing Calculator

IRA Options Calculator

Life Insurance Calculator

Retirement Calculator

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. TBA Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.