Investing is at the core of wealth management. We take the time to get to know you and understand your financial goals. And, we provide the tools, resources and expertise you need to make smart investment decisions.
Whether you are just starting out with a $25K* brokerage account, or have accumulated more substantial assets, we work with a broad spectrum of investors - offering solutions at every level. We offer three flexible approaches to investing.
Just a few of the areas where our experts can help:
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.
1For specific tax advice, please contact a qualified tax professional. Neither Cetera Investment Services nor any of its representatives may give tax advice.
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.
*We offer account types with lower entry points. Learn more.