Learn About Our 'Why'
Reach your goals
With over $3 billion in assets, Addison Avenue Investment Services is the largest credit union investment program in the United States.Kehrer Bielan Research & Consulting
Our team of professional advisors go above and beyond to create innovative financial solutions for our members, giving them confidence that their future is in good hands.
Planning for the future
Financial Advisors who go above and beyond
Your financial steward at the table
At Addison Avenue Investment Services, we strive to be your ”go-to” resource for financial guidance, and resources. In our next video, hear the story of one of our Financial Advisors, Brett. He decided to follow in his father’s footsteps when he realized he had a knack for working in financial services. He truly enjoys taking care of the financial side of things for his clients so they can spend time doing the things they love.
We’re here to simplify the complex
At Addison Avenue Investment Services, we enjoy educating our clients about the things they want to know so they don’t have to do the heavy lifting themselves. In our next video, hear the story of one of our Financial Advisors, Laura. See how she enjoys getting to know clients and breaking down complex financial terminology to keep things easy and simple, freeing up time for her clients to do the things they really enjoy.
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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