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Invest Icon Our Expertise

Our Financial Advisors at Addison Avenue Investment Services have a diverse background in the financial industry, specifically in working with employees from more than 500 tech-focused companies. Our key areas of expertise include, but are not limited to:

  • Retirement Planning and Implementation
  • Managing Employment Transitions
  • Comprehensive Financial Planning
  • Life Insurance Reviews
  • Maximizing Social Security Benefits
  • Minimizing Tax Liability1
  • Financial Transitions through Death and Divorce
  • Estate Planning
  • Investing for College

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Social Icon What Sets Us Apart

Every plan starts with a conversation about your hopes, dreams, desires, and even your fears. By taking a look at where you are, we can better understand where you want to be. We will meet periodically to review your needs and goals. As your goals change, your financial plan may too - and we'll be there every step of the way.

Above and beyond video

Above and beyond

Helping people reach their financial goals makes it all worthwhile.

Investment resources

Because markets are experiencing significant volatility, Addison Avenue is offering access to updates and insights from our broker/dealer, Raymond James. This information provides timely analyses of economic factors and what they mean to investors.

Market Updates

This webinar looks at policy actions, financial trends, and overall analysis of the current market.

Volatility Resources

Access a wide array of current financial articles and information from reputable and well-informed sources.

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Resource

Weekly
Snapshot

Read the current economic outlook for timely financial planning from Raymond James

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Monthly
Update

Market information for the major indices

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Quarterly
Strategy

Current financial trends and key takeaways
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.