Financial Advisor Consult

Plans for your future.

In this video, hear the story of one of our Financial Advisors, Jeff. See how he builds his clients' personalized financial plans to help get them from today to retirement, and beyond.


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Take your learning to the next level.

Above and Beyond

Helping people reach their financial goals makes it all worthwhile.

Simplifying the Complex

See how one of our Financial Advisors, Laura, enjoys getting to know clients and breaking down complex financial terminology to keep things simple.

Planning for the Future

Connecting one-on-one creates open lines of communication and trust. That’s what sets us apart.

Managing Your Money in Uncertain Times

Addison Avenue Investment Services offers helpful financial tips for managing money during uncertain times.
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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.



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.



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