NOTICE: Our San Francisco branch is 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: Campbell, Cupertino, Dublin, Fremont, Milpitas, Palo Alto, San Jose, Santa Teresa, and Sunnyvale. Branch ATMs remain operational. Click here for branch locations and hours.
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We offer a full range of investment options that are built around your needs. Our top priority and commitment is to provide you with the services and solutions to work toward building, preserving and managing your wealth.
You have financial objectives in mind – planning for early retirement, starting a business, living comfortably. We offer the advice, financial solutions and investing tools that you expect from a meaningful experience.
We want to simplify and enhance your banking experience. We offer you personalized guidance and a customized plan to meet all your banking needs.
Keeping you at the forefront of meeting your financial goals. We offer solutions, recommendations, information and helpful resources that are valuable to you.
Our team of experts is ready to meet you. We guide you to make informed decisions to help keep you on track every step of the way.
* Check the background of our Financial Advisors on FINRA's BrokerCheck
*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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