Helping you plan for things that matter most
Retirement – Education – Peace of Mind
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|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.
Email Ariel or Call (815) 409-4861
Below is a brief overview of services offered:
- 401k Planning
- IRA & Pension Rollovers
- Retirement Income Planning
- Retirement Account Planning
- Setting goals
- Creating a savings & investment plan
- Protecting your financial security
- Building your net worth
Education Planning & Funding
- Variable Annuities
- Fixed Annuities
- Fixed Index Annuities
Partner with a Professional in Planning Your Financial Future
Ariel Monsivais, Jr., CFP®
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.