Tech Investment Management
A Strategic Partner For Your Financial Future.
Investment Services
It can be challenging to navigate the world of investments. Would you prefer assistance with your investment choices or the ability to work with an expert? We can help you through Tech Investment Management. We offer full investment services, guided investment services, and an array of services to help you with financial and retirement planning.
Guided Wealth Portfolios
An affordable digital solution, backed by professionals, to coach & guide you.
Explore Guided Wealth PortfoliosFinancial & Retirement Planning Information
Professional assistance to help you plan for your financial goals.
Make an Appointment for Financial Planning ServicesPreserving & Transferring Wealth
Estate and trust planning to ensure wealth is distributed according to your wishes.
More About Estate & Trust PlanningStock Option Planning
When should you exercise employer stock options? We can assist with timing.
Help with Stock Option PlanningIRA Rollover Services
When you’re leaving your employer, don’t leave your IRA behind.
Learn About IRA Rollover ServicesSave for a Child’s College Education
We can help you establish a 529 College Savings Plan.
Make an AppointmentResources
Financial & Retirement Planning
It’s never too early to plan your financial future.
Make an AppointmentOnline Banking
Download our Mobile App.
Competent Advisors To Help You Plan Your Financial Future
Planning for your financial goals takes time and skill. We’re here to help, whether you need personal assistance or prefer just a little coaching along the way. Our dedicated financial advisors offer competent advice, personal service, and access to a wide array of services that will help you on your way to achieving your goals.
Charitable Organizations – Financial Planning
We offer asset management and stock gifting services, along with streamlined settlement services for charitable organizations. Our dedicated financial advisors work alongside you and your organization to help you accomplish your goals.
- Insight and support for asset management, stock gifting and settlement services.
- Knowledgeable Financial Advisors to assist along the way.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Technology Credit Union (Tech CU) and Tech Investment Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Tech Investment Management, and may also be employees of Tech CU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Tech CU or Tech Investment Management. The Tech Investment Management site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CT, DE, FL, MD, MA, MI, NH, NJ, NY, NC, OH, PA, SC, TX, VA and WI.
Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Check the background of our Financial Advisor on FINRA's BrokerCheck site.
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