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First Tech Routing #321180379
Addison Avenue
Brett Everhart and a client in front of First Tech location

Personalized guidance

It doesn’t matter if you’re working with a lot of money or a little, everyone and every situation is completely different.

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Long-Term Care Part 3
Watch the replay of the Long-Term Care (11.14.23) webinar where presenters Alex Assaf and Andy Peters discuss best practices for how to take care of your future self.
November 27, 2023
Webinar: Understanding Medicare
Watch the replay of Understanding Medicare (10.17.23) where presenter David Marsh shares the ins and outs of the complicated Medicare system.
November 07, 2023
Maximizing Your Social Security Benefits
November 03, 2023
What to Look for in a Share Certificate
Almost every financial institution offers CDs or share certificates so how do you know which will work best for you? We have you covered.
February 14, 2023
Personalized Guidance
It doesn’t matter if you’re working with a lot of money or a little, everyone and every situation is completely different.
June 01, 2022
Managing Your Money in Uncertain Times
Addison Avenue Investment Services offers helpful financial tips for managing money during uncertain times.
August 05, 2021

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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.

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