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First Tech Routing #321180379
Addison Avenue
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.

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
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
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.
August 05, 2021

Raymond James Corporate
Privacy Notice │ BrokerCheck®

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.