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 leading companies -- some of the most respected companies in the industry today. The LPL Financial consultants 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, Mark Fuhrman, and Ken Konkel are financial consultants with LPL Financial. Advisory services, securities and insurance products offered through LPL Financial and its affiliates. Member FINRA/SIPC. The Products offered are not federally insured; are not obligations of the credit union; are not guaranteed by the credit union or any affiliated entity; involve investment risks, including the possible loss of principal. 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.