Skip to main content
First Tech Routing #321180379
Addison Avenue
Brett Everhart and a client in front of First Tech location

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.

Video Filters:

Take your learning to the next level.

Long-Term Care Part 3
November 27, 2023
What to Look for in a Share Certificate
Almost every financial institution offers CDs or share certificates so how do you know which will work best for you? We have you covered.
February 14, 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
Reach Your Goals
There is no one-size-fits-all solution when it comes to managing your finances.
March 28, 2021
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Addison Avenue Investment Services and are not insured by any 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. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. First Tech Federal Credit Union and the Addison Avenue Investment Services are separately owned and operated and not independently registered as broker-dealers or investment advisers.

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.