Reach Your Goals

There is no one-size-fits-all solution when it comes to managing your finances. Each Financial Advisor is different, and each client is different. When you choose an advisor, you are not only looking for someone to manage your money, you are looking for someone you can trust to understand the type of future you are trying to build.

We understand you have goals and dreams and we want to help you achieve them. Our advisors build relationships with their clients to help provide unique, personal solutions. They bring you more than financial expertise; they bring the experience that goes with it. The bottom line is simple – We make it our goal to help you reach yours.

With over $3 billion in assets, Addison Avenue Investment Services is the largest credit union investment program in the United States, and not from happenstance.* Our team of professional advisors goes above and beyond to create innovative financial solutions for our members, and give them confidence that their future is in good hands.

*Kehrer Bielan Research & Consulting, 2016

Registered address: 1011 Sunset Blvd, Rocklin, CA 95675 │ 855.744.8585

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.