At Addison Avenue Investment Services, we can help you
with tax planning for now and investment planning for the future

Take on your taxes with confidence
With so much uncertainty this year, don’t let your taxes be another question mark. The Financial Advisors at Addison Avenue can assist with aligning your tax planning with your financial priorities, keeping current and future tax changes in mind to help you reach your investment goals. They’ll also ensure you don’t miss out on any important financial planning updates.

Speak with an advisor to be confident your 2023 financial plan is on track.


Request a no-cost consultation


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Raymond James and its advisors do not offer tax or legal advice. For specific tax or legal advice, please consult an appropriate professional.

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.

You should discuss any tax or legal matters with the appropriate professional. Please note, changes in tax laws may occur at any time and could have a substantial impact upon each person’s situation. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters.

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