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
*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.
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