Imagine a personal banking relationship with a skilled financial professional as your dedicated resource - one who understands your goals and unique financial journey, along with those of your family and business.
We offer flexible balance tiers with exceptional personalized service for relationships starting at $100K.
As a Private Banking member, you will experience an exceptional level of access and personal attention. You’ll also receive exclusive access to the following benefits and more:
Check out and learn more about the Products and Services available as a Private Banking member.
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.
Make an Appointment
*International wire limitations may apply.
*Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with Technology Credit Union. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. FINRA Registered Branch: 2010 N. First Street, Suite 500, San Jose, CA 95131
Financial Professionals are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this email is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.