Investing - First Tech Credit Union

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Learn how an estate plan can help you
Throughout his lifetime, Michael Jackson was known to spend millions on lavish shopping sprees and maintaining his properties, often spending more money than he earned. But, before his untimely passing he made one smart decision – he created an estate plan. Learn how you can do the same.

Have you read
Go Roth! 2009: Your Guide To The Roth Ira, Roth 401K And Roth 403B by Kaye A. Thomas. This plain language book helps you determine whether a Roth is your best choice, and takes you through all the rules and strategies for creating, maintaining, and using your account.

Our Investment Services are unlike any other. We have professional advisors who offer objective advice and financial assistance to help find the plan that's right for you, not right for us. And because every member is different, we tailor our investment advice to fit your specific needs.

Contact a financial advisor
Our team of CFS Financial Advisors has over 100 years of combined experience. Their expertise is available in all First Tech branch locations, and they’re eager to assist with your financial planning. Meet our advisors and learn more about each member of our CFS team.

Start investing on your own
If you’re comfortable investing on your own, investing with eVISION®** or Sharebuilder are just two ways you can work toward their investment goals.

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.

Securities products are offered by ShareBuilder Securities Corporation, a registered broker-dealer and Member FINRA/SIPC . ShareBuilder Securities Corporation is a subsidiary of ING Bank, fsb. ShareBuilder is not affiliated with First Tech Credit Union. Securities products are: Not FDIC/NCUA insured • Not Bank or Credit Union guaranteed • May lose value. © 2008 ShareBuilder Corporation. ShareBuilder is a registered trademark of ShareBuilder Corporation.

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