Private Banking Products And Services
Personalized banking to make your life a little easier.
Private Banking Products And Services For All Your Financial Needs
Private Banking products and services from Tech CU offer all the exceptional products and services you’ve come to know and love with the addition of added benefits and services suitable for your financial lifestyle. It offers one point of contact to the entire world of Tech CU products and services and can help you coordinate multiple touchpoints including legal and tax professionals.
Private Banking Overview
Learn more about our Private Banking Services.
Discover Private Banking ServicesResources
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Special Products And Services For Private Banking Members
Once you become a Private Banking member, one point of contact – your Private Banking Manager – can assist you with:
- Financial needs assessment.
- Asset Protection.
- Risk Management.
- Trust & Estate Planning.
- Tax Planning.
- Banking Services.
They will connect you with the appropriate resources or work with your chosen team of legal, tax, and accounting professionals to help you handle current financial and investment needs, and plan for your retirement.
Out-of-State Mortgages For Vacation Properties
Do you own and occupy a second home out of state? Or are you looking to purchase a beautiful home near the slopes or links? For our members who wish to purchase an owner-occupied property in Arizona, Oregon, or Washington, we offer out-of-state mortgages for your dream vacation home.<
Learn About Out-of-State Mortgages
Why Choose Tech CU?
From our roots in Silicon Valley, we’ve grown into a national credit union able to serve all your personal and business banking needs.
- People over profits – we focus on member needs, not shareholder dividends
- Extensive breadth of products for our members’ every financial need
- Superior rates
- Zero or transparent, minimal fees
- Unparalleled service from competent bankers
- Awarded Forbes 2021 Best-in-State Credit Unions designation based on member ratings for service
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