INVEST Financial Corporation® Signs Affinity Federal Credit Union

TAMPA, Fla.--()--INVEST Financial Corporation (INVEST), a full-service broker-dealer who specializes in developing innovative financial solutions for advisors and their clients, today announced it will provide brokerage and investment services for Affinity Federal Credit Union, based in Basking Ridge, N.J. With more than $2.2 billion in assets, Affinity Federal Credit Union has 135,000 members from 2,000 businesses and organizations.

“We are pleased to welcome Affinity Federal Credit Union into our growing network of financial institutions,” said Steve Dowden, president and chief executive officer of INVEST. “INVEST will provide customized practice management support as well as innovative technology platforms for Affinity Federal Credit Union. After celebrating 30 years as a business in November, we are confident our industry experience and customer service will allow us to build a lasting relationship with this organization.”

INVEST currently supports more than 150 banks and credit unions and more than 1,100 representatives nationwide. The Tampa, Fla.-based firm is a subsidiary of National Planning Holdings® (NPH®), one of the largest independent broker-dealer networks in the industry. INVEST was the first broker-dealer to conduct a securities trade in a bank lobby and has remained an industry leader in providing brokerage services for financial institutions for 30 years.

“INVEST has the tools we need to succeed, and their core value proposition aligns perfectly with ours — providing exceptional service to our members,” said Donna LoStocco, senior vice president of member experience for Affinity Federal Credit Union. “We trust this relationship with INVEST will allow us to increase productivity, utilize advanced technology solutions and ultimately, continue to grow.”

Financial institutions interested in learning more about INVEST can contact the firm’s Business Development Team at (800) 245-4732, option 2, or visit www.investfinancial.com.

About INVEST Financial Corporation

INVEST Financial Corporation (www.investfinancial.com), a subsidiary of the National Planning Holdings, Inc.® (NPH®) independent broker-dealer network, is a full-service broker-dealer based in Tampa, Fla. who specializes in developing innovative financial solutions for advisors and their clients. NPH is an affiliate of Jackson National Life Insurance Company® (Jackson®, www.jackson.com), a leading provider of retirement solutions.

About Affinity Federal Credit Union

Affinity Federal Credit Union, New Jersey’s largest credit union, is a member-owned, not-for-profit, full-service financial institution with 15 branches throughout New Jersey with more than 135,000 members from more than 2,000 businesses and organizations and total assets in excess of $2 billion. Headquartered in Basking Ridge, Affinity Federal Credit Union has been offering superior financial services with a member-oriented focus since 1935. For more information, visit www.affinityfcu.org.

INVEST Financial Corporation, member FINRA, SIPC, a Registered Broker-Dealer and Registered Investment Advisor, and its affiliated insurance agencies offer securities, advisory services, and certain insurance products. Products are: Not FDIC or NCUA insured; Not deposits of, obligations of, or guaranteed by any bank or credit union; Subject to investment risk, including the possible loss of principal amount invested.

INVEST and Affinity Federal Credit Union are independent entities.

PR1381 02/13

Contacts

INVEST Financial Corporation
Courtney Sipperley
External Communications Specialist
303.224.7546
courtney.sipperley@jackson.com

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Contacts

INVEST Financial Corporation
Courtney Sipperley
External Communications Specialist
303.224.7546
courtney.sipperley@jackson.com