Invest & Plan
Need financial advice? We can help.
Affinity Credit Union offers access to a complete range of investment products and services, and financial advisory services.
If your financial house is currently spread out with several institutions, Affinity Credit Union offers you a complete one stop approach for all your financial needs – giving you peace of mind and control over your financial future.
We can help you:
- Protect your savings
- Grow your money
- Ensure a comfortable retirement
- Attain a lifestyle you want
We can help you develop a financial plan and investment solutions to meet your changing needs, ask for a no-fee consultation with one of our trained professionals. Contact us to make an appointment.
Our financial planning services are provided by CFP professionals/ CERTIFIED FINANCIAL PLANNERS – they meet certification and post certification requirements by the Financial Planners Standards Council.
CFP Flame logo™ 
Certified Financial Planner™ and CFP™ are certification marks awarded by Financial Planners Standards Council under a license agreement with the CFP Board of Standards, Inc.