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It’s now easier than ever to get professional investment guidance.
With the multitude of investments currently available, you need the knowledge and experience to make careful investment decisions in order to achieve your long-term financial goals.
An investment professional is conveniently located in your local Affinity Bank branch and is eager to meet with you – with absolutely no obligation. They will personally work with you to help you build an investment strategy, understand your options, and help you make informed decisions.
Through Investment Services at Affinity Bank, you’ll gain access to a full range of products and services.
To learn more about each product or service, browse through the list below and click on the appropriate link in the MORE INFORMATION column below. |
INVESTMENT SERVICES AT AFFINITY BANK
Products and Services |
PRODUCTS |
FINANCIAL OBJECTIVES |
CHOICES |
MORE INFORMATION |
| TAX-ADVANTAGED INVESTMENTS |
Retirement Savings and Retirement Income Products |
• Fixed
• Variable
• Immediate |
Fixed Annuities
Variable Annuities
Immediate Annuities |
| MUTUAL FUNDS |
Long-term or short-term investing needs |
• Growth
• Income
• Value
• Tax-Advantaged |
Mutual Funds |
| LIFE INSURANCE |
Protecting your family in the event of death |
• Term Life Insurance
• Permanent Life Insurance |
Life Insurance |
BROKERAGE
ACCOUNTS
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Differences between purchasing equity (stock) and purchasing debt (bonds), and the associated risk and returns. |
• Stocks
• Bonds |
Stocks & Bonds |
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Before making any investment decision, speak with an investment professional to help you design an asset allocation strategy based on your financial objectives and risk tolerance.
Now is the time to get started on the path to smart investing. Take advantage of a complimentary financial consultation today.
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The financial consultants at Investment Services at Affinity Bank are registered representatives with LPL Financial and may only discuss and/or transact securities business with residents of California.
Securities and Insurance products offered through LPL Financial and its affiliates member FINRA/SIPC.
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| Not FDIC Insured |
No Bank Guarantee |
May Lose Value |
| Not A Deposit |
Not Insured by any Federal Government Agency |
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| Affinity Bank and Investment Services at Affinity Bank are not affiliated with LPL Financial. |
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