At Tech Financial Management, we know what it’s like to pursue a passion or work towards a life’s goal. And, we understand that each charitable organization has a unique set of needs. Our dedicated financial advisors work alongside you and your organization to help make sure you can accomplish what you’re striving for.
For more information, call us at (800) 851-8549, set up an appointment or use our contact form. You can expect a response in the next 24 hours.
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Technology Credit Union (Tech CU) and Tech Financial Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Tech Financial Management, and may also be employees of Tech CU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Tech CU or Tech Financial Management. The Tech Financial Management site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CT, DE, FL, MD, MA, MI, NH, NJ, NY, NC, OH, PA, SC, TX, VA and WI.
Securities and insurance offered through LPL or its affiliates are: