Abri Advisors

 

Helping you plan for things that matter most

 

Retirement – Education – Peace of Mind

Upcoming Events | Account Information | Calculators | Financial Solutions | Folio Dashboard

Whether you’re looking for guidance on a particular financial matter, or interested in putting together a comprehensive plan, Abri's Financial Advisor, Ariel Monsivais is here to help. Getting started is easy & there’s no cost or obligation to meet with him.

Request your complimentary financial review today!

Email Ariel or Call (815) 409-4861

Below is a brief overview of services offered:

Retirement Services

  • 401k Planning
  • IRA & Pension Rollovers
  • Retirement Income Planning
  • Retirement Account Planning

Financial Management

  • Setting goals
  • Creating a savings & investment plan
  • Protecting your financial security
  • Building your net worth
     

Education Planning & Funding

Wealth Management

  • Estate Conservation

Investments

Annuities

  • Variable Annuities
  • Fixed Annuities
  • Fixed Index Annuities

Insurance


Partner with a Professional in Planning Your Financial Future

 

Ariel Monsivais, Jr., CFP®

FINANCIAL ADVISOR
Check the background of this investment professional on FINRA's BrokerCheck

Ariel is a person who cares about people first and is dedicated to helping them build financial stability and security for life. He graduated from Lewis University in 1992 with a B.A. in Finance and Economics. He earned his Certified Financial Planner, CFP® designation in 2005. Ariel is registered to sell securities and holds life insurance licenses. Since 1995 he has worked in the financial services & insurance industries and is experienced in investment and retirement planning.
 
He is married and has two energetic sons. Ariel looks forward to helping Abri members plan for what matters most to them.


 

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. The CFP certification marks are not affiliated with CUNA Brokerage Services, Inc.
 

Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.

FR-974865.1-0714-0816