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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
Your Future


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.

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credit union personalized approach

Our Expertise

  • 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

Find an Advisor

 

Advisors available in your city

Additional Benefits

Investor Account Access


investments computer
 

Schedule an appointment


No-Cost Consultation
  Or  

Contact


Investment Services Support Center

855.744.8585

Mon-Fri 8am to 5pm PT

Schedule Your No-Cost Consultation

Branch Location

Area of interest

Notes

*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. 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.