Investment Services

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Technology Credit Union
(408) 451-9111
(800) 553-0880
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401(k) Rollovers

How satisfied are you with your Pension or 401(k) Plan? If you're scratching your head thinking, "How do I deal with so many choices?" you're not alone.

By consulting with one of our licensed CFS* Financial Advisors you may find that your current plan is suitable for your specific needs, or you may discover that there are other opportunities out there with the possibility of better returns. Bring your most recent 401(k) statement in for a thorough evaluation. Our Financial Advisors are more than happy to talk to you.

Contact Tech CU Investment Services
For more information on investments, insurance, financial planning, online trading or to set up an appointment with an Financial Advisor:

(408) 467-2390
invest@techcu.com

Financial Advisors

Fred Abajelo

Trevor Johnson

Bruce Winston

Jim Pon

Online Tools

Learn more about investing and retirement planning in our Financial Learning Center

*Investment products and advisory services offered through CUSO Financial Services, L.P. (CFS) are not NCUA/NCUSIF insured not Credit Union guaranteed, and may lose value. Financial Advisors are employees of Tech CU and registered through CFS. Tech CU is in partnership with CFS (Member FINRA/SIPC and SEC Registered Investment Advisor).