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.
Whether starting a new job, looking for guidance on tax planning strategies, or thinking about planning for retirement, we’re here to provide the expertise and exceptional service you need to achieve your financial objectives.
You and your financial well-being are at the center of all we do. We invest time up front learning about your needs, and you then choose how you prefer to work with us. We can partner with you to develop a customized strategy that helps you realize your short term and long term financial goals.
Contact our Tech Wealth Management Advisors for a free consultation
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
Investors should consider the features of the contract and the underlying portfolios’ investment objectives, policies, management, risks, charges and expenses carefully before investing. This and other important information is contained in the prospectus, which can be obtained from your financial professional. Please read the prospectus carefully before investing.