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Our Expertise

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Our Financial Advisors at Addison Avenue have a diverse background in the financial services industry, specifically in working with our more than 500 tech-focused companies.  Our key areas of expertise include, but are not limited to, the following:

  • Retirement Planning and Implementation
  • Managing Employment Transitions
  • 401(k) Guidance
  • Comprehensive Financial Planning
  • Life Insurance Reviews
  • Maximizing Social Security Benefits
  • Minimizing Tax Liability*
  • Financial Transitions through Death and Divorce
  • Estate Planning and Providing for your Heirs*
  • Investing for College
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For specific tax or legal advice, please consult an appropriate professional.

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. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. 

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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