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Technology Credit Union
(408) 451-9111
(800) 553-0880
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Financial Advisory Services

Whether you are a seasoned investor or just beginning to understand the value investing can offer, Tech CU Investment Services provides, through CUSO Financial Services, L.P. (CFS), the services that will help you navigate your way to financial achievement.

Advisory Services with Your Goals in Mind
Experience the difference with Tech CU's own brand of Advisory Services. We have a staff of dedicated Financial Advisors available to answer your questions. Our Financial Advisors are employees of Technology Credit Union and are registered through CFS. Their purpose is to help you meet your personal goals, not to sell specific proprietary investment products like many bank advisors.

Here are just a few of the investment products they can help you with:

  • Securities: Stocks, Bonds, Options, T-Bills, and more
  • Mutual Funds
  • Fixed & Variable Annuities
  • Individual Retirement Accounts (IRAs)
  • Unit Investment and Real Estate Investment Trusts
  • Tax-Free Investment Accounts

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
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*Investments 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. Technology Credit Union is in partnership with CFS (Member FINRA/SIPC).