Investment Services

From DIY to High-Touch, whatever your personal
investing style we have what you need.

Addison Avenue Investment Services

Investment Services
Support Center

     855.744.8585
     Mon-Fri 8am to 5pm PT

Investment Services Support Center

Addison Avenue Investment Services’ Support Center professionals service Self-Directed clients account needs, including:

  • Account openings
  • Trade placements
  • Fund disbursements
  • Account inquiries
  • Transactions

Mandeep Kaur

Support Specialist

Investment Services Division
Insurance License #0F70721


Mandeep Kaur began her Financial Services career in 1999. She transitioned into the securities industry in 2005 when she began working for Addison Avenue Investment Services. A graduate of San Jose State University, Mandeep holds Business Administration degrees in Finance and Management.


Qualifications: holds series 7, 24 and 66 securities licenses; life and health insurance licensed with variable endorsements.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, which is not affiliated with Addison Avenue Investment Services or First Tech Federal Credit Union. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities are not guaranteed by the Credit Union, not NCUA/NCUSIF insured, not a deposit, not insured by any government agency, are subject to risk and may lose value.


Makara Hang

Support Specialist

Investment Services Division
Insurance License #0C90729


Makara Hang began his Financial Services career in 1996, and includes stints with the investment divisions of California Federal Bank and Wachovia Bank. He joined the Support Center at Addison Avenue Investment Services in 2000. Makara attended California State University, Sacramento.


Qualifications: holds series 7 and 63 securities licenses; life insurance licensed with variable endorsements.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, which is not affiliated with Addison Avenue Investment Services or First Tech Federal Credit Union. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities are not guaranteed by the Credit Union, not NCUA/NCUSIF insured, not a deposit, not insured by any government agency, are subject to risk and may lose value.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Raymond James corporate Privacy Notice

Find an Advisor

About Us

Meet your Financial Advisor

As your credit union, we are committed to helping you plan for a strong financial future. You already depend on First Tech for your banking needs. Through the Financial Advisors at Addison Avenue Investment Services, the investment services division of the credit union, you can also get everything you need to plan for and help preserve your financial future from a source you already trust.

Together, we can take financial planning to new levels.

With tools to help you plan and pursue your short- and long-term goals.

It has never been easier to set your personal retirement and financial goals and follow their progress. We invite you to watch the informative video below to understand our approach and what you can expect working with one of our experienced Financial Advisors. Next, print and complete the Retirement Checklist to gauge your readiness for retirement.

Whether you are a seasoned investor or just starting out, we can help you:

  • Plan for a more confident retirement
  • Maximize your 401(k) plan
  • Save for college expenses
  • Minimize your tax liability*
  • Allocate or rebalance your portfolio
  • Hedge your portfolio from inflation
  • Evaluate your insurance needs
  • Plan your estate and provide for heirs

To get started, just schedule your no-cost consultation today with one of our Financial Advisors.

*For specific tax advice, please consult a tax professional.

Raymond James Financial Advisors offer securities through Raymond James Financial Services, Inc., member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Raymond James corporate Privacy Notice