Advice & Planning

Investment & Retirement Center

Affinity Investment Services: Our team of licensed, professional Financial Advisors is ready to help you plan for your investment goals. Whether you're preparing for college expenses, retirement or you just want to build a nest-egg - whatever your goals, we can help you achieve them.¹

Insurance Center

Members Alliance Insurance: Affinity is a one-stop provider for all your insurance needs. We've partnered with leading insurers to offer our members a full range of insurance products - from Homeowner's and Auto Insurance to Life, Health, Disability Insurance and more.

Real Estate Resource Center

As an Affinity member, you have access to more than just real estate loans and great rates! Whether you want to make sure you're getting the most out of your real estate loans, want to connect with qualified, reliable closing resources, or are interested in learning more about the New Jersey housing market, you have the resources you need at your fingertips.

College Planning Center

Whether college expenses are years away or just around the corner, the Affinity College Planning Center offers great college planning and financing information for students and parents.

Tax Planning & Preparation

The Affinity Tax Center has all the resources to help you develop a sound tax strategy. Whether you need a professional to prepare your taxes or a convenient way to prepare taxes yourself...Affinity has a solution.

Auto Resource Center

Ever wish you had someone you could trust to provide unbiased advice on all things car-related? If so, we have good news! Affinity's LugNutz^® Auto Advisors are ready to help steer you in the right direction.

Calculators

Planning your next financial move can be a challenging task, especially if you have questions about you can or can't afford. Whether buying a home, starting a business, leasing a car, planning for college or retirement, Affinity has the financial calculators to help answer the tough questions.

1. Securities and investment advisory services offered by Affinity Investment Services, LLC, 73 Mountain View Boulevard, Basking Ridge, NJ 07920, member FINRA/SIPC. Investments offered by Affinity Investment Services are not deposits or obligations of Affinity Federal Credit Union. They are NOT NCUA INSURED and NOT GUARANTEED by Affinity Federal Credit Union or any governmental agency and are subject to INVESTMENT RISK, including LOSS of PRINCIPAL. Investments may lose value. Affinity Investment Services, LLC is a wholly owned subsidiary of Affinity Federal Credit Union. Business Continuity Disclosure Statement.

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