Finance & Insurance

We're not for profit. We're for better business solutions.

Since we opened our doors in 1935 Affinity Federal Credit Union has grown by putting our members first. We are a full-service financial institution with a comprehensive range of products and services to support your business- with competitively better rates and lower fees than you'll find at a bank. It's because as a member-owned not-for-profit financial institution we answer directly to our members instead of a group of shareholders. And our members are a part of a community connected where people come together through shared values and beliefs to support each other even if they don't know each other's names.

Each and every day we make it our goal to provide our members with the best possible service. We like to think that's how we became the largest credit union headquartered in New Jersey serving the tri-state area.

We're ready to make your business as important to us as it is to you.

As a Personal Financial Representative in Stony Point I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important – your family home car and more. I can also help you prepare a strategy to achieve your financial goals.

Brio Benefits is a group health benefits consulting firm for small companies in NY/NJ.

As a Financial Advisor I am dedicated to helping individuals and businesses develop financial strategies that line up with their needs goals and risk tolerance. I take a comprehensive approach to wealth management which encompasses all aspects of investing liability management risk management and trust estate and fiduciary services. By this approach I help individuals families and businesses to build manage preserve and transition wealth.

My process begins by listening to my clients and gaining an understanding of their current situation and their future goals. I analyze the information the client's share with me and I go to work. I develop various strategies to address the client's concerns and objectives until I arrive at a strategy specifically designed for my client always being mindful of controlling costs and expenses. It is extremely important that clients understand my recommendations before I explain in depth my findings and with agreement I implement those strategies  in an independent objective and unbiased manner. As life circumstances change so must the investment strategies used. For that reason I offer ongoing meetings to clients to evaluate the progress and make adjustments to the plans as necessary.

I am proud of the education training and ongoing commitment to professional development that I bring to each relationship. With my education experience and background I provide the utmost due diligence and service to my clients and with my wide range of accomplishments bedside manner and active listening skills I have the ability to educate and advocate for my clients in order to help my clients and their families succeed financially.

INVESTMENT AND INSURANCE PRODUCTS

NOT FDIC - INSURED
NO BANK GUARENTEE
MAY LOOSE VALUE

Wells Fargo Advisors is a trade name used by Wells Fargo Clearings Services LLC Member SIPC

NONE PROVIDED