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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.

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Women, Wealth and Well-Being
Women hold more financial power than ever before. Review key concepts that may empower you make informed decisions and build a secure financial future.
November 14, 2024
Maximize Your Social Security Benefits
Social Security benefits are a crucial source of income for many retirees in the US. Learn how to understand and apply strategies that can maximize your Social Security benefits and ensure a more secure financial future in retirement.
October 31, 2024
Understanding Medicare
Medicare is a necessary program for many individuals who rely on it to help their daily lives, but it can be overwhelming and difficult to navigate. Learn how you can better navigate the system and make informed decisions about your healthcare coverage.
October 29, 2024
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
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.

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