Testimonials

"40+ years of amazing service - investment planning a huge plus!
I have been a longterm member of AAFMAA, earlier for insurance
coverage. My wife and I are now working with their Investment division
and amazed at the professional level of support we are being provided
for all aspects of our financial life including our investment portfolio.
Anthony Nemanic is our relationship manager and leads a terrific
multidisciplinary team to help us. Their breadth of advice is all we could
hope for and more at a very reasonable investment fee."

-Member, AWM&T

"My team has been very responsive and focused on our priorities.  This year, we decided to better consolidate our investments and the AAFMAA team ensured we had the information and process necessary to make that happen.  We are comfortable with our team and the financial planning strategy in place."

"I've been with AAFMAA for 31 years. We originally joined AAFMAA to provided our family with survivor assistance whenever the first of us passes. It's an incredible comfort to know that a group of VERY competent and caring people will be here to assist the survivor at perhaps the most difficult of times. We joined AAFMAA Wealth Management and Trust (WMT) a few years ago to manage our investments and serve as a fiduciary investment advisor. Given the turbulence of the markets in our first few years of retirement, we're convinced we made a GREAT decision to sign on with AAFMAA WMT. They've done a great job in keeping our retirement fund in good shape and advising how to best handle our Required Minimum Distributions (RMD). Our relationship managers have been kind, VERY competent, and always available to assist us. Allin all, a great experience, and we recommend AAFMAA very highly."

-Member, AWM&T

“At AAFMAA Wealth Management & Trust, they know what it means to serve, which [is] why they make it their mission to serve you.” 

-Member, AWM&T

"I have worked with your staff for almost 9 years now and each one of them have been very helpful and answered my questions in a professional manner.  I have been pleased with the return on my investments during this time."

"When another insurance company dropped their trust office I was left
hanging without someone I trusted to handle my trust. AAFMAA was.
there and they take over my trust and the transfer went seamlessly. I
was a happy camper. At this same time my investment company sold
their investments to another company and I decided that AAFMAA
should also handle my investments. The results have been outstanding.
Other of the outstanding benefits of AAFMAA is the Relationship
Manager. Mine is really great and I can ask him anything and he'll get
me the answer. His benefit to me is priceless. I have been a member of
AAFMAA for more than 55 years and they have always been there for
me. They are truly a five star company."

-Member, AWM&T

"From my initial contact with AAFMAA Wealth Management to meeting
Joshua Schnelle to setting up an IRA, I have experienced nothing but
the best experience. I always felt, and continue to feel, that they really
listen to my wants and needs and set up a plan that will meet those
factors. I have never felt that my lack of experience was looked down
on. I look forward to working with Joshua and the team at AAFMAA."

Wealth Management in the future.
-Member, AWM&T

"No change from last year. We trust you as a fiduciary, and we get common sense answers from our relationship manager, as we did from our two previous ones. The fact that the CFO even took time to talk to Lynda and me about some issues I raised last fall was very responsive to say the least. We appreciated it."

"Basically a-ok but very aggrevated by slow mailing of EOM statements."

"My account has been managed in accordance with my conservative guidance. From this perspective, I am satisfied with AAFMAA operations."

"I would recommend AWM&T to a friend."

"I loved my experience with the AAFMAA Wealth Management and Trust (AWM&T) team. They asked about my vision for the future, and what I value — it was a very organic conversation." 

Member, AWM&T