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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.

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Advisors available in your city

Advisors

  • Juan Rojas

    3000 El Camino Real
    3 Palo Alto Square
    Suite 100
    Palo Alto, CA 94306
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  • Michael Lipkins

    3000 El Camino Real
    3 Palo Alto Square
    Suite 100
    Palo Alto, CA 94306
    Read More >

    Personalized Financial Solutions
    Financial Advisors that go above and beyond
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    Registered branch address: 1011 Sunset Blvd. Rocklin, CA 95765 | 855.744.8585

    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.
     

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