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Let us help you strategize for the future by building a financial plan that reflects your goals.


Start your journey with personalized advice

At Affinity Investment Services, you belong to a community. It's where service, value, and help are more than just a promise. Our mission is to put the needs of our clients first.

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Big dreams start with big plans

We'll help you carefully strategize for the future, craft a financial plan, and build a portfolio that reflects your goals.

It all starts with a conversation

Your Financial Consultant takes the time to truly listen and understand your needs and goals.

Expertise at your fingertips

We have the knowledge, experience, and resources to develop a financial strategy customized for you.

A roadmap for your goals

Planning is the foundation. We recognize every client's situation is unique. Planning starts with you and your Financial Consultant identifying and defining things such as your goals, objectives, and risk tolerance. Your Financial Consultant is your ally, guiding you and helping you to build a personalized investment plan.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

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Financial consultants with one agenda, yours

We provide access to a broad selection of products and resources to help address the individual objectives of every client. These include stocks, bonds, mutual funds, ETFs, UITs, managed accounts, plus fixed and variable annuities, life insurance and long-term health care.



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Financial Planning

Let a personalized financial plan help you pursue your goals with confidence.

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Investment Planning

We can help you develop a strategy that strives to make the most of your portfolio.

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Retirement Planning

We have the expertise to help make planning for retirement less complicated.

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Education Planning

We can help you plan and invest for the education needs for children of any age.

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Investment IRAs

Let our financial consultants help you choose which IRA products best suits your needs.

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Estate Planning

Estate planning isn’t just for the wealthy. Let us help you preserve your assets.

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