Financial planning requires trust and expertise. Addison Avenue First Tech delivers both. You gain access to loans, investment services, and career opportunities through the partnership of Addison Avenue Investment Services and First Tech Federal Credit Union.
Advisors focus on your goals and guide you through every stage of life. You receive support for retirement, employment transitions, and estate planning. Members benefit from competitive loan rates and personalized repayment options.
The merger of Addison Avenue Federal Credit Union with First Tech Federal Credit Union created one of the largest member‑owned institutions serving technology professionals. You now have stronger services, wider accessibility, and advanced investment solutions.
Statistics show that credit unions serve more than 130 million members in the United States. Addison Avenue First Tech stands out by focusing on employees from over 500 technology companies, giving you tailored strategies that match your career path.
You can explore financial advisory careers, connect with expert advisors, or visit the Loveland, CO office for direct support. Every service is designed to help you achieve financial stability and long‑term success.
What is Addison Avenue First Tech?
Addison Avenue First Tech represents the merger of Addison Avenue Federal Credit Union with First Tech Federal Credit Union, creating one of the largest member-owned financial institutions serving technology professionals. The brand also includes Addison Avenue Investment Services, which provides financial planning and advisory solutions.
What Loan Services Are Available?
Members can access:
- Personal Loans – Flexible repayment for debt consolidation.
- Auto Loans – Competitive rates for new and used vehicles.
- Mortgage Solutions – Home purchase, refinancing, and equity loans.
- Student Loans – Education-focused financing.
Each loan is structured with member-focused benefits, competitive interest rates, and personalized repayment plans.
Why Was the Merger Important?
The Addison Avenue Federal Credit Union merger with First Tech expanded services, improved accessibility, and strengthened investment offerings. It positioned the institution as a leader in serving employees of over 500 technology-focused companies.
What Services Do Addison Avenue Investment Services Provide?
Advisors specialize in:
- Retirement planning
- Employment transition management
- Comprehensive financial planning
- Life insurance reviews
- Social Security optimization
- Tax liability minimization
- Estate planning
- College investment strategies
These services are offered through Raymond James Financial Services, Inc., ensuring compliance and professional standards.
Addison Avenue Investment Services Review
Clients highlight:
- Personalized financial strategies
- Expert advisors with tech-industry experience
- Comprehensive support for life transitions
The team has over 45 years of combined industry experience, offering both self-managed and full-service advisory solutions.
Who Are the Key Advisors?
- Makara Hang – Senior Investment Support Representative with decades of banking and investment expertise.
- Steven Kurta – Former AXA Advisor, focused on family-centered financial planning.
- Brandy A. Belandres – Experienced representative with advanced degrees in economics, psychology, and business.
First Tech Financial Advisor Network
Through First Tech Federal Credit Union, members gain access to Raymond James Financial Advisors who specialize in serving technology professionals.
Careers at Addison Avenue First Tech
Opportunities include:
- Financial Advisory
- Investment Support
- Member Services
- Corporate Operations
Employees benefit from professional growth, industry training, and impactful career paths.
Location & Directions
Loveland, CO Office
2975 Ginnala Dr., Suite 260, Loveland, CO
Near E 29th St and Ginnala Dr, east of Orchards Shopping Center, north of Lake Loveland.
FAQs
1. What is Addison Avenue First Tech?
Addison Avenue First Tech is the partnership between Addison Avenue Investment Services and First Tech Federal Credit Union. You gain access to loans, investment services, and financial planning designed for technology professionals.
2. What types of loans are available?
You can apply for:
- Personal loans
- Auto loans
- Home mortgages and refinancing
- Student loans
Each loan offers competitive rates and flexible repayment terms.
3. What was the Addison Avenue Federal Credit Union merger?
The merger with First Tech Federal Credit Union created a stronger institution. Services expanded, accessibility improved, and investment offerings grew under the Addison Avenue Investment Services brand.
4. What services do Addison Avenue Investment Services provide?
Advisors help you with:
- Retirement planning
- Employment transition support
- Comprehensive financial planning
- Life insurance reviews
- Social Security benefit maximization
- Tax liability minimization
- Estate planning and wealth transfer
- College investment strategies
5. How do Addison Avenue First Tech Financial Advisors stand out?
Advisors specialize in serving employees from over 500 technology companies. They deliver tailored strategies for tech professionals facing unique financial challenges.
6. Can I find reviews of Addison Avenue Investment Services?
Yes. Reviews highlight personalized financial planning, experienced advisors, and support for both self‑managed and managed accounts.
7. Where is Addison Avenue First Tech located?
One of the main offices is in Loveland, CO:
2975 Ginnala Dr., Suite 260, Loveland, CO
Near E 29th St and Ginnala Dr, east of Orchards Shopping Center, north of Lake Loveland.
8. What career opportunities are available?
You can explore careers in:
- Financial advisory
- Investment support
- Member services
- Corporate operations
Employees gain professional development and the chance to impact members’ financial futures.
9. Are investments insured?
Securities offered through Raymond James Financial Services are not insured by credit union insurance, the NCUA, or any government agency. Investments carry market risks, including possible loss of principal.
10. How can I contact a First Tech Financial Advisor?
You can connect through your local branch or Addison Avenue Investment Services office. Advisors conduct business only in states where they are properly licensed.
Conclusion
You gain strength when you choose Addison Avenue First Tech. Loans, investment services, and career opportunities come together under one trusted institution. Advisors guide you with expertise and personalized strategies.
The merger of Addison Avenue Federal Credit Union with First Tech Federal Credit Union created a financial institution built for technology professionals. Services expanded, accessibility improved, and investment solutions advanced.
Statistics show that more than 130 million Americans are members of credit unions. Addison Avenue First Tech stands out by serving employees from over 500 technology companies, giving you tailored support for every stage of life.
You can explore financial planning, secure competitive loans, or build a career in advisory services. Every option is designed to help you achieve stability and long‑term success.
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