Affinity Credit Union
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Affinity Credit Union
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Member Resources  |  Financial Advising

With all the financial investment, credit and loan programs available, it takes an expert to navigate the choices. At Affinity Credit Union, we help you explore all the options, ensuring you understand the short-term and long-term effects of each program. We take into consideration individual life circumstances, as well as your comfort level with financial risk. With Affinity Credit Union, you’ve got a partner with the training and desire to help you make the decisions best for you.

 

Investment Services

We have partnered with David Duggan, IRIA, and Security 1st Capitol Management to offer investment services to our members.  David is available Friday mornings at the Main Office or by appointment.  Be sure to see David if you have questions on the following items:

  • 401K Rollovers
  • Customizing a Portfolio
  • Annuities
  • IRAs
  • Mutual Funds
  • Market Alternatives
  • Brokerage Services
  • Stocks and Bonds

 

Be sure to call 515-288-7225 to schedule your appointment!

 

Registered representative and securities offered through:  Broker Dealer Financial Services Corp., 8800 NW 62nd Ave, Johnston, Iowa 50131, 1-800-352-5634.  Member FINRA & SIPC.


Home and Family Finance Online Resources
Click Here for tools and information about credit management, housing, savings and investments, insurance, and retirement planning.

 

MEMBERS® Financial Services
Click Here for information about vehicle, home, long-term care, life, and accident insurance.

  • obtain a quote
  • submit claims
  • view policy information
  • pay your bill
  • make changes to your policies
  • report an auto and/or homeowner claim

 

Click Here for information and tools to help you build and manage your investment portfolio. Full-service brokerage and online tools guide you in selecting the investments best for you.