What You Can Expect from Addison Avenue
Personal Financial Advisor Services
Our team of over 30 Financial Advisors has extensive experience serving a comprehensive variety of client needs.
About Our Broker/Dealer
Our broker/dealer, Raymond James Financial Services, Inc., gives our advisors access to research teams and industry experts, providing additional support for all Addison Avenue clients.
Learn How We Help
Every day we take steps to help enrich the financial futures of our members, helping you reach your financial goals.
Our Financial Advisors at Addison Avenue Investment Services have a diverse background in the financial industry, specifically in working with employees from more than 500 tech-focused companies. Our key areas of expertise include, but are not limited to:
- Retirement Planning and Implementation
- Managing Employment Transitions
- Comprehensive Financial Planning
- Life Insurance Reviews
- Maximizing Social Security Benefits
- Minimizing Tax Liability*For specific tax advice, please consult a tax professional.
- Financial Transitions through Death and Divorce
- Estate Planning*
- Investing for College
Stay current and follow us on LinkedIn.Raymond James corporate
Privacy Notice │ BrokerCheck®
A Personalized Financial Future
What Sets Us Apart
With over $3.7 billion in assets under management, Addison Avenue Investment Services is the largest credit union investment program in the United States. This didn't happen through a stroke of luck, but through hard work and providing exceptional service to our clients.
Every plan starts with a conversation about your hopes, dreams, desires, and even your fears. By taking a look at where you are, we can better understand where you want to be. We will meet periodically to review your needs and goals. As your goals change, your financial plan may too - and we'll be there every step of the way.
Fixed Income Market Commentary
Read the fixed income commentary from Executive Vice President Kevin Giddis.
Trade Summit Takeaways: What’s Really Changed? [VIDEO]
Results of the G-20 summit remain unclear, says Chief Economist Scott Brown – and division continues between tariff and free trade proponents.
Why Is Everyone Talking About the Yield Curve? [VIDEO]
Senior Fixed Income Strategist Doug Drabik explains which part of the curve is inverted and what it might suggest about a future recession.