Consultant looking out a window in his office

Let us help you strategize for the future by building a financial plan that reflects your goals.

Start your journey with personalized advice

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

Check the background of investment professionals associated with this site on FINRA's BrokerCheck

BEING READY FOR WHAT'S NEXT TAKES PLANNING

Big dreams start with big plans

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.

Expertise at your fingertips

We have the knowledge, experience, and resources to develop a financial strategy customized for you.

A roadmap for your goals

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.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Visit FINRA's BrokerCheck

Financial consultants with one agenda, yours

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.

FREE CONSULTATION

SOLUTIONS AT A GLANCE

Financial Planning

Let a personalized financial plan help you pursue your goals with confidence.

Investment Planning

We can help you develop a strategy that strives to make the most of your portfolio.

Retirement Planning

We have the expertise to help make planning for retirement less complicated.

Education Planning

We can help you plan and invest for the education needs for children of any age.

Investment IRAs

Let our financial consultants help you choose which IRA products best suits your needs.

Estate Planning

Estate planning isn’t just for the wealthy. Let us help you preserve your assets.

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.

Affinity Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit www.lpl.com.

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