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Addison Avenue Investment Services

Learn About Our 'Why'

We understand you have goals and dreams and we want to help you achieve them. Our advisors build relationships with their clients to provide unique, personalized solutions. They bring you more than financial expertise; they bring the experience that goes with it. The bottom line is simple - We make it our goal to help you reach yours.

Your tomorrow starts today

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. Your tomorrow starts today.  

Personalized financial solutions

At Addison Avenue Investment Services, we know there is no one-size-fits-all financial solution. In our next video, hear the story of one of our Financial Advisors, Jeff. He decided to work in financial services after watching how his parents started their planning early. See how he builds his clients personalized financial plans that get them from today to retirement, and beyond.

Financial Advisors who go above and beyond

At Addison Avenue Investment Services, our team of professional, talented advisors goes above and beyond to find innovative financial solutions for our members. In our next video, hear the story of one of our own Financial Advisors, Kathy. See how she enjoys navigating clients through complex situations without having to push profits.  

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. 
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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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