Affinity Investment Services

START YOUR JOURNEY TOWARDS RETIREMENT WITH OBJECTIVE FINANCIAL ADVICE.

Your Life. Your Future. Our Mission

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Wherever you are on your journey towards retirement, Affinity Investment Services can help you.

At Affinity Investment Services, you belong to a community. It's where service, value, and help are more than just a promise. Affinity Investment Services' mission is to put the needs of our clients first.

Big Dreams Start with Big Plans.

You'll always want to be ready for what's next, and that takes planning. At Affinity Investment Services, we'll help you carefully strategize for the future, craft a financial plan, and build a portfolio that reflects your goals.
It all starts with a conversation. Your Financial Consultant takes the time to truly listen and understand your needs and goals. We have the knowledge, experience, and resources to develop a financial strategy customized for you. Our Financial Consultants only have one agenda, yours.

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A Roadmap for your Goals in Life

The Path to a More Worry-Free Tomorrow

Planning is the foundation. We recognize every client's situation is unique. Planning starts with you and your Financial Consultant identifying and defining things such as your goals, objectives, and risk tolerance. Your Financial Consultant is your ally, guiding you and helping you to build a personalized investment plan.

Comprehensive Solutions

Our Resources Put Your Plan in Place. We provide access to a broad selection of products and resources to help address the individual objectives of every client. These include stocks, bonds, mutual funds, ETFs, UITs, managed accounts, plus fixed and variable annuities, life insurance and long-term health care. Working with your Financial Consultant will help you to evaluate the choices available and determine what best suits your current situation and future goals.

We work side by side with you to maintain your investment strategy with regular reviews and follow-up to help you make better sense of all the moving parts of your finances. As your life changes, your plan can change right along with you. Your Financial Consultant will have a more comprehensive understanding of you, your ideal future, and how you'd like to get there.

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Financial Planning

A well thought out financial plan is the foundation to work towards financial success. Pursue your goals with confidence as you develop your individual financial plan.

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Investment Planning

Investing is about more than just the numbers. We can help you develop your strategy that strives to make the most of your portfolio.

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Retirement Planning

Our Financial Consultants provide the experience and attention to help make planning for retirement less complicated. We'll help you identify your short and long term needs, and work towards your goals.

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Education Planning

Invest in your childrens' future today. Financial Consultants can help you plan and invest for the education needs for children of any age.

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Investment IRAs

Let Affinity Investment Services help you understand and choose a traditional or Roth Individual Retirement Account (IRA).

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Estate Planning

Estate planning isn’t just for the wealthy, it’s an important part of anybody’s personal financial plan. Take some of the stress out of your planning process.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. Affinity Federal Credit Union and Affinity Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Affinity Federal Credit Union, and may also be employees of Affinity.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Affinity Federal Credit Union or Affinity Investment Services.  Securities and insurance offered through LPL or its affiliates are: 

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.