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Investment and Retirement Services at AFFCU

Wherever you are in life...

We have the financial guidance to help you get to where you want to be financially.

  • Overview

    Wherever you are in life, we have the financial guidance to help you get to where you want to be financially.

    Whether you have questions about a TSP, 401(K) or IRA, life insurance or estate planning, or a college savings plan for your newborn child, Investment and Retirement Services at AFFCU can help.

    We have partnered with Infinex Financial Group to bring you an experienced financial professional who will assist you with your short or long term investment and financial needs. William R. “Tres” Davis, III, Financial Advisor, has more than seven years of financial service experience and will work with you personally to achieve your financial goals by providing you a full array of investment and insurance options.

     

    William R. “Tres” Davis, III
    Financial Advisor
    wdavis@airforcefcu.com
    Office: 210.246.5123
    Fax: 866.833.4140
    Toll free: 800.227.5328

    Investment and Retirement Services available at AFFCU
    1560 Cable Ranch Rd., Ste 200 |San Antonio, TX 78245

    Securities offered through Infinex Investments, Inc., a registered broker/dealer. Member FINRA & SIPC. Advisory services offered through Infinex Investments, Inc., a Registered Investment Advisor. Infinex Financial Group & Infinex Investments, Inc. are not affiliated with AFFCU. *NO CREDIT UNION GUARANTEE *NOT NCUSIF INSURED *MAY LOSE VALUE

     


     

    Retirement Planning Interactive Lessons

    Explore important financial planning topics through the AFFCU Financial Education Center. Learn about investment strategies, estate planning and more.

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  • Calculator

    Roth IRA Calculator

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    Traditional IRA Calculator

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    Retirement Planner Calculator

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    Annual Rate of Return Calculator

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