Banks | Financial Services | Insurance

First Tech Federal Credit Union is the nation’s premier credit union, serving the world’s leading technology-oriented companies and their employees, including Microsoft, Amazon, Google, and Intel. Offering an extensive range of financial services, from traditional and online banking to mortgages, financial planning, consumer loans, and insurance services, First Tech is dedicated to supporting those who shape our collective future through technology. Through its Envision Future Finance™ program, First Tech helps tech professionals navigate the complexities of their finances, including managing stock options, RSUs, LTIPs, and job transitions. At any stage of your financial journey, First Tech is there to help you achieve financial success.


Tax, valuation & financial advice to entrepreneurs


Financial Services for Start-Ups


Mobile Payments


Services include accounting policies for revenue recognition, stock options, and development costs; stock-based compensation plans; federal and state tax incentives and credits; preparing for mergers and acquisitions; bookkeeping.


Helps Entrepreneurs in managing their debt.



Merchant Cash Advance



Credit card processing and transaction technology


Since their founding in 2003, Guidant Financial has emerged as the industry leader in self-directed IRAs and innovative small business financing. Their services enable people from all walks of life to purchase alternative investments (real estate, small businesses, tax liens, etc.) inside their retirement plans, without taking a taxable distribution. Guidant has helped thousands of new business and franchise owners obtain funding by providing innovative and easy-to-use small business financing solutions. They also assist with SBA Loans and Unsecured Credit.
Guidant is a member in good standing of the Better Business Bureau, International Franchise Association (IFA) and International Business Brokers Association (IBBA).


Wealth Management


Karen Lee Certified QuickBook and tax Consultant.



Light-weight and flexible financing option.


Wealth Managers and Investment Bankers




Financial Planning, Insurance & Investment's


Helping you make smarter financial decisions.


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Large firm resources, local firm attention, industry experts - we make the accounting and tax compliance the easy part of starting a new business


We offer a proactive, time-sensitive and focused approach to smarter pricing decisions. We help startups and existing businesses clearly communicate their value advantages, convert more prospects and capture their markets' full profit potential.


Expert funding for commercial loans


Enlightened Payment Processing Options