Investment Services

Thinking about your family's financial goals? Take advantage of our on-site financial consultants.

Through our relationship with LPL Financial, AAFCU provides access to a comprehensive portfolio of products and services from some of the most respected companies in the industry today. The LPL Financial consultants located at the credit union are sensitive to members' needs and will work with you to create a well-balanced financial strategy for developing your personal financial goals.

Retirement Planning
Investment Planning
Education Planning
Business Planning
Estate Planning
Tax Planning
Insurance Planning

Robert Newman, Rebecca Bayless, and Mark Fuhrman are financial consultants with LPL Financial. Advisory services and Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

Not NCUA Insured Not Credit Union Guaranteed May Lose Value

LPL Financial is not affiliated with the credit union. The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of Colorado.