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CSi Advisory Services: Our Service Commitment

Writer: CSi Advisory ServicesCSi Advisory Services

Updated: Sep 11, 2023

CSi Advisory Services has been committed to serving the employees of Indiana for almost 50 years in helping them prepare for retirement. We have also made a commitment to help organizations who serve the Indianapolis community. Our office enjoys Casual Jean Fridays in exchange for making a donation to a local charity. Every six months our team votes on a new organization to support and our most recent recipient was Trusted Mentors.


employees huddled together for a picture
CSi at Trusted Mentors

Trusted Mentors is committed to helping individuals in need with two missions: keep their mentees housed and keep them out of jail. Many of their mentees are between the ages of 50-54 when homelessness spikes. They match the mentees with a local mentor in the community to have a support system. 98% of the mentees have stayed housed after being connected to a mentor.


a man and woman standing next to each other
Joe Nierman with Jeri Warner, Executive Director/Founder of Trusted Mentors

Our own Joe Nierman is a member of the Trusted Mentors Board of Directors. We are proud of the work Joe and Trusted Mentors does for the community and are happy to support this wonderful organization. More information can be found at www.trustedmentors.org.


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900 East 96th Street, Suite 325

Indianapolis, IN 46240

Contact Us Directly:

Phone: (317) 844-3256

Email: info@csiadvisoryservices.com

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Securities are offered through LPL Financial.  Member FINRA/SIPC.  Investment advisory services offered through Global Retirement Partners, LLC, an SEC registered investment advisor. Insurance services offered through HUB International. Global Retirement Partners and HUB International are not affiliated with LPL Financial.  

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: IN, IL, DE, OH, KY, FL, NJ, PA, MD. ME. VA, NC, CO, MS, IA, LA, WY, OR, AL, MO, GA, CA, TN.

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