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Investment Options
From A to Z, First Tech Investment Services can cover almost any need. Evaluate what it is you want to do with your money and our CFS* Financial Advisors can take care of the rest.
To set up a complimentary initial consultation with a CFS* Financial Advisor (available through CFS, our broker/dealer), just call 800.637.0852 x3371 in Oregon or x7142 in Washington or sign up using the online form. Either way, you're taken care of. And once you've met with an advisor, you'll have a better understanding of how to achieve your goals, dreams and ambitions related to your investments.
Investments and investment advisory services offered through CUSO Financial Services, L.P. (CFS), an independent broker-dealer and SEC Registered Investment Advisor are Not NCUA/NCUSIF insured, are Not credit union guaranteed and May lose value. First Tech Credit Union is in partnership with CFS. Financial Advisors are employees of First Tech Credit Union and registered through CFS. (Member FINRA/SIPC). >
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