Stay a step ahead and work towards your financial goals.
Comprehensive Strategies
With all of the investment products available in today's marketplace, making choices may seem overwhelming to many investors.
Your Financial Advisor serves as a skilled guide and helps you make informed decisions. We offer access to a full array of investment choices from the nation's leading mutual fund complexes, insurance companies and institutional money managers. Our wide selection of products includes:
- Mutual Funds and Exchange-Traded Funds
- Unit Investment Trusts
- Fixed and Variable Annuities
- Stocks
- Bonds
- Managed Accounts
- Life Insurance
- Long Term Care Insurance
Regular account reviews with your Financial Advisor will let you know how your portfolio is performing, and whether your investments are still consistent with your long and short-term financial goals.
Contact an Affinity Financial Advisor