NOTICE: As we continue to balance our role as an essential service provider with the health of our employees and members, the ability to staff all of our branches is sometimes impacted. Our Milpitas, Palo Alto, San Francisco, and Sunnyvale branches will be temporarily closed effective December 2nd. As more members opt for non-face-to-face interactions, you may experience longer hold times when calling our Member Contact Center. We apologize for this inconvenience. Click here for open branch locations and hours.

  • Charitable Organizations

    We are dedicated to providing the best services to help your organization succeed.

    At Tech Financial Management, we know what it’s like to pursue a passion or work towards a life’s goal. And, we understand that each charitable organization has a unique set of needs. Our dedicated financial advisors work alongside you and your organization to help you accomplish what you’re striving for.

    • Insight and support for asset management, stock gifting and settlement services
    • Knowledgeable Financial Advisors to assist along the way

    Contact Us Today

    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.

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We look forward to chatting with you.

(800) 553-0880

For new loan related inquiries, call

(877) 988-0471

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We’re here to serve your needs in person at our San Jose Headquarters. Visit us at 2010 N. First Street, San Jose, CA 95131.
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