Financial Advisors Without Agendas
Through Affinity Investment Services, the investment and insurance arm of our credit union, we help you develop customized solutions for your business needs.
As an Affinity business member, you have access to a dedicated team of investment and insurance professionals, supported by the full resources of Affinity Federal Credit Union. You’ll benefit from objective advice, competitive pricing and informational resources, such as newsletters, employee seminars and webinar events.
Financial Planning for Your Business
SwissFB Investment Services offers a broad range of products and services for your business needs. From succession planning to providing guidance on retirement programs for your valued employees, our licensed Financial Advisors are here to help:
- Assist with your employee benefits package, including retirement plans and group life and health insurance.
- Help you create an investment portfolio based on your company’s liquidity needs and longer term goals.
- Work with you to develop asset protection strategies and a business succession plan.
- Provide educational workshops for your employees on retirement planning, college planning and life insurance.
Attract and retain skilled employees with a retirement program that your business can afford. Your Financial Advisor can also review an existing retirement program and provide education and guidance to you and your employees.
- 401(k) Plans
- 403(b) Plans
- Money Purchase Plans
- Profit Sharing Plans
- Defined Benefit Plans
- Employee Stock Ownership Plans (ESOP)
- Section 79 Plans
- 412(i) Plans
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. SwissFB Federal Credit Union and SwissFB Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SwissFB Federal Credit Union, and may also be employees of SwissFB. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SwissFB Federal Credit Union or SwissFB Investment Services. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representatives 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.