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 LiabilityFor specific tax advice, please consult a tax professional.
- Financial Transitions through Death and Divorce
- Estate Planning
- Investing for College
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A Personalized Financial Future
What Sets Us Apart
With over $3.7 billion in assets under management, Addison Avenue Investment Services is the largest credit union investment program in the United States. This didn't happen through a stroke of luck, but through hard work and providing exceptional service to our clients.
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.
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.