Addison Avenue Investment Services is the investment services division of First Tech Federal Credit Union
Our team of Financial Advisors understands the unique needs of our technology-focused membership base, and provides personalized financial solutions to help plan for your successful financial future. Advisors manage more than $3 billion of our members' investable assets, making us the largest credit union investment program in the United States.*
A Personalized Approach For
We strive to provide service that exceeds your expectations. We listen to your needs and concerns and make your goals our priority. Our commitment to these goals allows us to better define a strategy just for you.Read More..
- 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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*Kehrer Bielan Research & Consulting
For specific tax advice, please consult a tax 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. Raymond James is not affiliated with First Tech Federal Credit Union or Addison Avenue Investment Services.
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.