Skip to Content Skip to Sitemap
Holiday Fraud Prevention:

At this busy time of year, we want to remind our members to be extra cautious of fraudsters attempting to access your account information. While iTHINK Financial actively monitors your accounts for potential fraud, please remember that we will NEVER initiate a call or email asking for your card PIN, Online Banking username and password, or full card number. If you have any doubt about the validity of a phone call or email you receive from us, please call our direct number at 800.873.5100 to speak with us immediately.

Vehicle Loans

Wealth Management Appointments

Prepare For Your Appointment

 
What to expect:


An iTHINK Wealth Management Advisor will meet with you either in-branch or over the phone to discuss your current investment portfolio, transferring your existing 401(k) or other investments, options for life insurance or long-term care insurance, or even how to begin investing.

Documents you may need:

For your initial meeting, please bring copies of/ensure you have access to your recent statements for any of the following type of accounts:

  • Brokerage accounts
  • Mutual funds
  • Annuities
  • Life insurance cash value
  • IRAs
  • Retirement plans
  • Employee stock purchase plans
     
Make an In-Branch Appointment 

Make a Phone Appointment 



iTHINK Wealth Management advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members.  Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.  CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

Events

Event Icon

Treasure Coast Food Bank on Dec 5

Learn More
Event Icon

BALANCE Webinar: THE BASICS OF PERSONAL FINANCE on Dec 8

Learn More
Event Icon

BALANCE Webinar: THE BASICS OF PERSONAL FINANCE on Dec 17

Learn More
Scroll to Top