Your Life. Your Future. Our Mission.
Wherever you are on your journey towards retirement, Affinity can help you.
At Affinity, you belong to a community. It's where service, value, and help are more than just a promise. Affinity Investment Services1 shares the Affinity mission to put the needs of our members 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 Affinity Financial Advisor takes the time to truly listen and understand your needs and goals. We have the knowledge, expertise, and resources to develop a financial strategy customized for you. Our Financial Advisors only have one agenda, yours.
A Roadmap for your Goals in Life
The Path to a More Worry-Free Tomorrow
Planning is the foundation. We recognize every member's situation is unique. Planning starts with you and your Financial Advisor identifying and defining things such as your goals, objectives, and risk tolerance. Your Advisor is your ally, guiding you and helping you to build a personalized investment plan.
Our Resources Put Your Plan in Place. We provide access to a broad selection of products and resources to help meet the individual objectives of every member. 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 Advisor 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 Advisor will have a more comprehensive understanding of you, your ideal future, and how you'd like to get there.Schedule a Complimentary Consultation
A well thought out financial plan is the foundation for financial success. Pursue your goals with confidence as you develop your individual financial plan.Learn More
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Our Financial Advisors provide the expertise and attention to help make planning for retirement less complicated. We'll help you identify your short and long term needs, and achieve your goals.Learn More
Invest in your childrens' future today. Affinity's Financial Advisors can help you plan and invest for the education needs for children of any age.Learn More
Let Affinity help you understand and choose a traditional or Roth Individual Retirement Account (IRA).Learn More
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