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Investment services uniquely tailored to you.
 
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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.

Start investing on your own

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. Click below to learn more about each member of our CFS team.

Meet our advisors

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.