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

Offer valid 4/1/24–4/30/24.

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

• Friday, April 5 – Jasper

• Tuesday, April 9 – Kennesaw

• Friday, April 12 - Roswell

• Wednesday, April 17 – N. Atlanta

• Thursday, April 18 – Marietta

• Wednesday, April 24 – Morrow

Schedule an appointment with Rob Means today!

 Treasure Coast

• Tuesday, April 2 – Fort Pierce (Delaware)

• Thursday, April 4 –  Vero Beach Airport

• Wednesday, April 10 – Sebastian

• Friday, April 12 – St. Lucie West

• Tuesday, April 16 – Hutchinson Island

• Thursday, April 18 – Vero Beach, U.S. 1

• Wednesday, April 24 – Fellsmere

• Tuesday, April 30 – Stuart

 

Schedule an appointment with Chuck Dutil today!

South Florida

• Wednesday, April 3 - Boca Raton

• Wednesday, April 10 - Palm Beach Gardens

• Thursday, April 11 – West Palm Beach

• Wednesday, April 17 – Boynton Beach

• Thursday, April 18 - Delray Beach

• Wednesday, April 24 – N. Ft. Lauderdale

• Thursday, April 25 – West Delray Beach

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 April 1 and April 30, 2024, and receive a $25 bonus. The $25 bonus will be deposited into your iTHINK Financial membership savings account by May 31, 2024. 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

disclosure

 

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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 Financial Institution to make these referrals, resulting in a conflict of interest. The Financial institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html