RECEIVE $25* FROM iTHINK FINANCIAL FOR MEETING WITH AN iTHINK WEALTH MANAGEMENT** FINANCIAL PROFESSIONAL
Offer valid 10/1/24–10/30/24.
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
- Morrow: Wednesday, October 9th
- Kennesaw: Thursday, October 10th
- Jasper: Thursday, October 17th
- Marietta: Monday, October 21st
- North Atlanta: Thursday, October 24th
- Roswell: Thursday, October 31st
Schedule an appointment with Rob Means today!
Treasure Coast
- Vero Beach: Thursday, October 3rd
- Fort Pierce/Delaware: Tuesday, October 8th
- Stuart: Thursday, October 10th
- Sebastian: Wednesday, October 16th
- Vero Aviation: Thursday, October 17th
- Port St. Lucie: Friday, October 18th
- Hutchinson Island: Tuesday, October 22nd
Schedule an appointment with Chuck Dutil today!
South Florida
- Palm Beach Gardens: Friday, October 4th
- Boca Raton: Wednesday, October 9th
- Boynton Beach: Thursday, October 10th
- Delray Beach: Thursday, October 17th
- West Palm Beach: Friday, October 18th
- West Delray Beach: Thursday, October 24th
- North Ft. Lauderdale: Friday, October 25th
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, 2024, and receive a $25 bonus. The $25 bonus will be deposited into your iTHINK Financial membership savings account by November 30, 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
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