NOTICE: Please note: Our San Francisco branch is temporarily closed due to flooding. We apologize for any inconvenience. The SF branch ATM remains operational. You may also visit our closest branch in Palo Alto at 490 California Ave. or do your banking through Tech CU’s Virtual Branch by clicking on the "Make an Appointment" button below. Tech CU’s Online Banking and Mobile Banking app are also available and all our ATMs are operational. If you have any questions, please don’t hesitate to reach out to us at (800) 553-0880.

  • Financial & Retirement Planning

    One of the most important things you will ever do. Let an experienced advisor work toward getting you get there.

    Financial Planning

    Our advisors can assist you in getting your financial plan in order. We have extensive experience in:

    • Investment planning
    • Estate planning
    • Income and estate tax planning1
    • Education planning
    • Charitable giving and philanthropic planning
    • And much more…

    Planning for Retirement

    Our advisors will sit down with you, one-on-one and discuss the factors to consider when determining a retirement savings goal:

    • Your desired retirement age
    • Possible future healthcare needs
    • Loved ones you are taking care of
    • The type of lifestyle you’ll want to maintain once retired (i.e. travel, hobbies, etc.)
    • Inflation and the possible dwindling of social security as an income supplement

    We help you prioritize, develop your goals and form a strategy. We’ll do the work to help make it happen — you’ll know that your retirement plan is in good hands.

    Contact Us Today

    For more information, call us at (800) 851-8549, set up an appointment or use our contact form. You can expect a response within 1-2 business days.

Give us a call

Give Us a Call

We look forward to chatting with you.

(800) 553-0880

For new loan related inquiries, call

(877) 988-0471

View Our Contact Info
Visit Us In Person

Visit Us in Person

We’re here to serve your needs in person at our San Jose Headquarters. Visit us at 2010 N. First Street, San Jose, CA 95131.
Get Directions
More Information

Want More Info?

Interested in learning more about all we have to offer? Receive personal finance tips along with emails focused on key topics. You can even sign up for our monthly newsletter.
Request More Information