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First Tech Routing #321180379
Financial Advisor

Meet Addison Direct.

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Addison Direct

Financial Advisors, RJFS
Addison Avenue Investment Services
Virtual Advisor (Restricted Access)

A little insight into Addison Direct.

If you want to start investing, but don’t know where to start, we're here to help you. A licensed Addison Direct Financial Advisor can provide you with personalized financial support, whether you are a seasoned investor or just beginning.

Here are a few areas where your Addison Direct team can help:

  • The Basics–Common investment strategies, terms, definitions and managing risk.
  • Markets - Questions about volatility, interest rates, the stock market and current events.
  • IRAs - Roth versus Traditional, rules and education, contribution limits and required minimum distributions.
  • 401(k)s - Education, contribution limits and tax implications for your current plan or a prior employer.
  • Planning - Financial goals, retirement income (Social Security, pensions, 401(k)), education planning, trusts and estate planning.

Your needs and schedule are what matter most. You can meet with a team member in person at a First Tech Federal Credit Union Experience Center or over the phone at 800.988.0134–whatever is most convenient for you.

Contact the Addison Direct team today, and they will respond within 48 hours.

Raymond James Corporate
Privacy Notice │ BrokerCheck®

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. 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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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