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Contact an Advisor

Find a CFS financial advisor near you
We offer onsite investment services at the following locations: In Oregon: Cornell, Tanasbourne, 153rd Drive, Lloyd District, State Street, W. 11th (and all other locations by appointment). In Washington, Ridgepointe Service Center.

CFS Client Login
Login to your account here if you're already working with a CFS* Financial Advisor.

Invest every month without thinking about it
Invest whole dollar amounts every month or even every other week using Sharebuilder.

Workshops in your area
No cost, no obligation workshops are constantly being added. Topics include everything from home buying 101 to investing basics, how to buy a new car, investment strategies and more. To sign up for a specific workshop, simply view the online registration form, pick the branch that’s nearest to your home or work and sign up. If you don’t want to register online, call 800.637.0852 x307 and we’ll be sure to save you a seat.

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).

eVision ® is a registered trademark of CUSO Financial Services, LP. System response and account access times may vary due to market conditions, system performance and other factors.

Sharebuilder is offered by Sharebuilder Securities Corporation, a registered broker/dealer, and Member FINRA/SIPC. Copyright 1999-2000. Sharebuilder is a trademark of Netstock Corporation. Patent Pending. Sharebuilder is not affiliated with First Tech and First Tech has no involvement in the relationship between Sharebuilder and its customers.

Investments Are: NOT NCUA/NSUSIF INSURED, NO CREDIT UNION GUARANTEE, MAY LOOSE VALUE.