Helping you plan for things that matter most
Retirement – Education – Peace of Mind
The Abri Advisor program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.
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:
Education Planning & Funding
Partner with a Professional in Planning Your Financial Future
Ariel Monsivais, Jr., CFP®
Check the background of this investment professional on FINRA's BrokerCheck
Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.
Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.