Financial planning for your child’s future
Our Tech CU Investment Services team available through CFS, our broker-dealer, can help you reach your present and future goals through sound financial planning. And, it goes beyond your goals—our Financial Advisors* can assist you with the appropriate investments that will help put your children on the path to a solid future, so that they can achieve their dreams too.
Our Financial Advisors* provide a variety of financial services:
- Financial planning
- 401(k) consolidation
- IRAs and Roth IRAs
- College savings planning
- Mutual funds, Money Market funds and annuities
- Tax-advantaged investments
- Life insurance
Learn more at the Tech CU Investment Services homepage.
Contact Tech CU Investment Services
Contact us today, and find out how we can help you minimize your financial risk and help you protect your assets. Set up a no-obligation appointment with a Financial Advisor by calling (408) 467-2390, or by sending a message to: invest@techcu.com.
*Investments and investment advisory services offered through CUSO Financial Service, L.P. (CFS), an independent broker-dealer and SEC Registered Investment Advisor are Not NCUA/NCUSIF insured, are Not credit union guaranteed and May lose value. Tech CU is affiliated with CFS. Financial Advisors are employees of Tech CU and registered through CFS. (Member FINRA/SIPC).