Learn About Our 'Why'
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
Your financial steward at the table
We’re here to simplify the complex
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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