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Visit the Affinity Plus Investment Center
Did you know that as a member of Affinity Plus Federal Credit Union, you can get financial guidance through the Affinity Plus Investment Center*? Our financial advisors are committed to supporting your goals and long-term financial well-being.
Your financials don’t have to be perfect to get started – we understand that life gets complicated! We’re here to help you wherever you are on your journey, and we want you to reach your financial goals. Let’s work together.
Investing for You
It’s never too early to start planning for your financial future. When you meet with a financial professional, they’ll identify your goals and risk tolerance, talk through investment strategies, and open accounts that make sense for you.
- Investment products. With access to thousands of investment products, there’s something for every type of investor.
- School savings plans. Prepare for your child’s education with a 529 plan** or a Uniform Gift/Transfer to Minor (UTA Gift/UGTMA) account.
- Retirement plans. Plan for when you leave the workforce with Traditional and Roth IRA accounts.
- Insurance options. Know you’ll be protected no matter what the future brings with life, long-term care, and disability insurance.
Plus, Do It Online
Stay on top of your investment accounts with the Affinity Plus Investment Center’s online portal, Account View. Check your balances, message your representative, and track your financial progress – available online or through the LPL Account View mobile app.
Connect With a Financial Professional
Request an appointment with a financial advisor to get started. Advisors can meet with you over video, phone, or in-person.
*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 Plus Federal Credit Union and Affinity Plus Investment Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Affinity Plus Investment Center and may also be employees of Affinity Plus Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Affinity Plus Federal Credit Union or Affinity Plus Investment Center. 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 representative(s) 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.
Your Credit Union (“Financial Institution") 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 https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
**Prior to investing in a 529 Plan, investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.
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