Financial Advisor Will Provide Members Retirement Planning, Wealth Management Solutions
Fergus Falls, MN (September 26, 2019) – Dean Lee has joined Affinity Plus as a financial advisor, exclusively serving the credit union’s membership through Affinity Plus Investment Center. Dean, a financial advisor with over 5 years in the financial industry, is now available to meet with individuals to evaluate their financial situation, offer recommendations and coordinate their investment and insurance choices.
“Our goal is to be a life-long, partner for our members,” explains Kotchi Prosper. “Dean shares these goals, along with the credit union values of trust, safety and service every member of the Affinity Plus team strives to achieve. I’m confident Dean will provide our members with the information and support to meet their financial planning needs.”
“I look forward to serving the retirement planning and wealth management needs of Affinity Plus’s membership,” says Dean. “I can help members identify their major financial objectives or recommend strategies to help them achieve financial security–even provide an objective second opinion on their financial situation.”
Designed exclusively for credit union members, and located at Fergus Falls, Moorhead, and Alexandria branches, the Affinity Plus Investment Center is a full-service financial services program providing retirement, insurance and investment services to individuals.
Products and services provided by the financial advisory program include; Retirement Planning, Wealth Management, Mutual Funds, Education Funding, 401(k)/Pension Rollovers, Life Insurance, Long-Term Care Insurance, as well as various other offerings designed around the needs of the credit union’s members.
The program works in cooperation with Affinity Plus Federal Credit Union and complements the wide range of products and services the credit union makes available to its members
For more information, contact the Fergus Falls Branch at 218-739-6072. Or, you may contact Dean at 651-312-9529 today for a no-cost, no-obligation appointment.
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. No deposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.
Based in St. Paul, Minn., Affinity Plus Federal Credit Union is a not-for-profit, financial cooperative that puts people first above profits. Members of Affinity Plus receive maximum value through competitive rates, minimal fees, and unique, member-centric products and programs. Established in 1930, Affinity Plus has 28 branches located throughout Minnesota and is owned by more than 200,000 members. Affinity Plus has over $2 billion in assets. Additional information is available at www.affinityplus.org or by calling (800) 322-7228.