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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 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.

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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 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.

Comprehensive Solutions

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.

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Financial Planning

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

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Portfolio Management

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

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Retirement Planning

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.

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Education Planning

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.

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Investment IRAs

Let Affinity 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.

Contact an Affinity Financial Advisor

1 Affinity Investment Services Financial Advisors are Registered Representatives of INVEST Financial Corporation, member FINRA/SIPC. INVEST and its affiliated insurance agencies offer securities, advisory services and certain insurance products. INVEST is not affiliated with Affinity Federal Credit Union, Affinity Investment Services, or other entities named. Products offered are: • Not insured by the NCUA • not a deposit or other obligation of or guaranteed by any credit union • subject to risks including the possible loss of principal amount invested.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein. INVEST does not offer tax or legal advice.

INVEST Financial Corporation's Privacy Policy

Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) affecting, or attempting to affect, transactions in securities; or (b) rendering personalized investment advice for compensation.