NOTICE: Our Campbell, Sunnyvale, and San Francisco branches are temporarily closed due to shelter in place guidelines and the occasional impact this has on our ability to staff all of our branches. The following branches are open: Cupertino, Dublin, Fremont, Milpitas, Palo Alto, San Jose, Santa Teresa. Branch ATMs remain operational. Click here for branch locations and hours.
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We can manage your portfolio in full – making all investment decisions on your behalf, based on your financial goals
If you’d like to be more involved in managing your investments, we will support you by providing professional brokerage advice and guidance.
We also offer an advisor-assisted platform that recommends an investment portfolio that works toward meeting your investment objectives.
Our investment approach starts with you. Whether you’re looking for a balance, long-term potential investment opportunity or a short-term investment strategy, we always aim to provide a consistent and strategic approach with access to a wide range of strategies to help address your specific needs and goals.
We offer an affordable, automated digital investing solution with coaching so you have the freedom to make your own decisions backed by professional financial advice when you need it.
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.
*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:
(800) 553-0880
(877) 988-0471
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