Skip to Main Content
portrait of Manish Puri
FINANCIAL ADVISOR

Manish Puri

CEPA®, AAMS™
2305 Village Green Place, Suite F, Champaign, IL 61822opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Manish

Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believe I can make a difference in the lives of families in my community.

I strive to make sure clients are heard, and that I understand their unique situation. I like to hear real life stories and experiences. It is the personal connection with clients that propels me to work harder.

In order to constantly improve my skillset and provide a higher level of service to my clients I enjoy reading, learning and achieving new designations. Since starting at...

Focus Areas

  • Business Retirement Plans
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Farmers and Ranchers
  • Charitable Giving
  • Agribusiness Professionals

Work History

  • Edward JonesJanuary 2023 to Current
  • Puri Sons IncJanuary 2011 to June 2021

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Indiana Univ East RichmondBachelors

Team Members

  • Jodi Greenfelder
    Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Phone

(217) 356-3489

Fax

(855) 379-9190

Office Address

2305 Village Green Place
Suite F
Champaign, IL 61822opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More