Effective Thursday, March 19, 2020 several of our branch offices will be closed. The following branches will remain open: San Jose, Santa Teresa, Dublin and Cupertino. All branch ATM’s will remain operational, and all branches are scheduled to be open again on Wednesday, April 8th although this date may change.
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If you have been awarded stock options as part of your compensation, we can help manage your portfolio and provide strategic investment advice including:
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.
*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: