Financial Advising at Affinity
You have financial goals in your life, and we’ll help you get there. With all the financial investment, credit and loan programs available, it takes an expert to navigate the choices. At Affinity Credit Union, we’ll provide financial advice to help you explore all the options, ensuring you understand the short-term and long-term effects of each program. We take your individual life circumstances into consideration, as well as your comfort level with financial risk.
What is a Financial Advisor?
A financial advisor provides financial guidance for many life situations, including buying a home, making investments and planning for retirement. By getting to know you and understanding your financial goals, an Affinity financial advisor will work with you to build a customized financial plan to meet your personal needs.
With Affinity Credit Union, you've got a partner who is committed to helping you make the financial decisions that are best for you.
TruStage Investment Services
With TruStage Investment Services, you’ll have access to tools and information to help you build and manage your investment portfolio. Full-service brokerage and online tools guide you in selecting the investments best for you.
Learn more about TruStage Investment Services.
Why Choose Affinity?
When it comes to financial planning, there’s no one-size-fits-all solution. That’s why we sit down with each member to learn their story. By understanding where you’ve been and where you’re going, we’ll help you navigate your finances so that you can make the most of your money.
Meet with an Affinity team member today.
TruStage™ Auto and Home program is offered by TruStage Insurance Agency, LLC and issued by leading insurance companies. Discounts are not available in all states and discounts vary by state. The insurance offered is not a deposit and is not federally insured. This coverage is not sold or guaranteed by your credit union.
*Insurance policies are not obligations of, deposit in, or guaranteed by Affinity Credit Union or any affiliate, and are not federally insured. Approval of any loan application will not be affected by your choice of insurer, agent, or broker.
The products offered: (1) are not federally insured; (2) are not obligations of the credit union; (3) are not guaranteed by the credit union or any affiliated entity; (4) involve investment risks, including the possible loss of principal; and (5) if applicable, are being offered by an employee who serves both functions of accepting members' deposits and the selling of nondeposit investment products.