Helping you plan for things that matter most
Retirement – Education – Peace of Mind
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The Abri Advisors 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 Professional, 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:
- 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.
Abri Advisors 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. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com
Abri Advisors Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC
, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.
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.