Products & Services

At Mani Financial, we provide assistance in the following areas:

Investment Products*

  • Advisory Accounts
  • Brokerage Accounts
  • Mutual Funds
  • Exchange Traded Funds (ETF's)
  • Immediate Annuities
  • Variable Annuities
  • Fixed Annuities
  • Section 529 Plans
  • Coverdell IRA's (for education)
  • Rollover IRA's
  • Roth IRA's
  • SEP IRA's
  • Simple IRA's
  • Traditional IRA's
  • Risk Assessment


  • General Review and Analysis of Current Plans
  • Disability Income
  • Life Insurance
  • Long Term Care Insurance
  • Health Insurance
  • Mortgage Life Insurance
  • Retirement Income Insurance

Employee Benefits

  • 401(k) Plans
  • Profit Sharing Plans

 * Securities and investment advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC a broker dealer and registered investment adviser. Cetera is under separate ownership from any other named entity.