Meet with Tech Wealth Management* for a financial checkup―afterall, we’ve been helping people invest for over 20 years. We provide premier, individualized service along with a full range of investment solutions tailored to meet your near, mid and long-term financial objectives.
And, for a limited time, transfer your Retirement assets to Tech Wealth Management and RECEIVE UP TO $600 IN CASH!** The more you move to Tech Wealth Management, the more you get.
*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.
**Offer valid open for clients that fund a new or existing Tech Wealth Management IRA. New accounts must be titled differently from any previously existing accounts—assets transferred from an existing Tech Wealth Management IRA do not qualify. Funding or transfers must be initiated by September 30, 2014 and completed by October 31, 2014. Transfers typically take 1-4 weeks to complete and the time frame is dependent on the firm you are transferring the assets from. Bonuses will be credited to your Tech CU Member Savings Account according to the following schedule: Assets less than $25,000, $0 (no bonus); $25,000 to $49,999, $50; $50,000 to $99,999; $100; $100,000 to $249,999, $200; $250,000 to $499,999, $400; $500,000 to $999,999, $500, $1,000,000 or above, $600. Account must remain open with minimum required funding for 12 months, or Tech CU may charge the member’s accounts for the bonus. Offer expires September 30, 2014.
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