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RECEIVE $25* FROM iTHINK FINANCIAL FOR MEETING WITH AN iTHINK WEALTH MANAGEMENT** FINANCIAL PROFESSIONAL

Offer valid 10/1/23–10/31/23.

Learn more about this service at any one of the complimentary member Meet and Greets from 8:30 a.m. to 4:00 p.m. at the  following branch locations:


 

 

Georgia

• Marietta: Monday, October 2
• North Atlanta: Wednesday, October 11
• Atlanta Fed Center: Thursday, October 19
• Kennesaw: Friday, October 20
• Jasper: Wednesday, October 25
• Roswell: Thursday, October 26
• Morrow: Monday, October 30

Schedule an appointment with Rob Means today!

 Treasure Coast

• Fort Pierce: Thursday, October 5th
• Sebastian: Wednesday, October 11th
• Hutchinson Island: Thursday, October 12th
• Vero Beach: Tuesday, October 17th
• Stuart: Wednesday, October 18th
• Vero Beach Airport: Thursday, October 19th
• Fellsmere: Wednesday, October 25th
• St. Lucie West: Thursday, October 26th

 

Schedule an appointment with Chuck Dutil today!

South Florida

• Palm Beach Gardens: Friday, October 6th
• Boynton Beach: Friday, October 13th
• West Delray Beach: Wednesday, October 18th
• Boca Raton: Thursday, October 19th
• Delray Beach: Friday, October 20th
• West Palm Beach: Thursday, October 26th
• North Ft. Lauderdale: Friday, October 27th

Schedule an appointment with Rene Fonseca today!


 

*Participate in a complimentary financial consultation via phone or in person with an iTHINK Wealth Management Financial Advisor between October 1 and October 31, 2023, and receive a $25 bonus. The $25 bonus will be deposited into your iTHINK Financial membership savings account by November 30, 2023. Bonus payments are sponsored and paid for by iTHINK Financial. No purchase necessary. Limit one (1) bonus per potential investor/consultation and one (1) referral per year per member. Current iTHINK Wealth Management clients are ineligible for bonus.

** 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. iTHINK Financial Credit Union and iTHINK Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using iTHINK Wealth Management and may also be employees of iTHINK Financial Credit Union. These products and services are being offered through LPL, or its affiliates, which are separate from and not affiliates of iTHINK Financial Credit Union or iTHINK Wealth Management. 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

iTHINK Financial provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay iTHINK Financial for these referrals. This creates an incentive for iTHINK Financial to make these referrals, resulting in a conflict of interest. iTHINK Financial is not a current client of LPL for advisory services.  
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.