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iTHINK Wealth Management

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We believe in helping you make the most of your money. That’s why we make available investments and financial planning* through iTHINK Wealth Management.


The iTHINK Wealth Management program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

There are many important financial decisions that must be made throughout someone’s life. Whether you’re a newly married young couple, parents planning for a child’s education, a worker planning for retirement or someone facing an unexpected job change, your personal Financial Advisor can help you reach your financial goals.

Work With Someone You Know

Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do?
 

Your personal financial advisor can assist you with:

  • 401K/DROP Rollovers**
  • Retirement Planning
  • Investment Planning
  • Insurance Planning
  • Business Planning
  • Managed Money
  • Education Funding
  • Estate Planning 

Contact an advisor today to schedule a no-cost, no-obligation appointment to discuss your individual needs.

In Florida

Nick Kaloyios
Nick Kaloyios 
Nick.Kaloyios@cunamutual.com
Phone: 561.982.7706
Fax: 608.236.6835

Make an Appointment 

In Georgia

Rob Means
Rob Means
Rob.Means@cunamutual.com
Phone: 678.569.1669
Fax: 608.236.7011

Make an Appointment 

Check the background of these investment professionals on FINRA’s BrokerCheck.


 

Or complete the form below to have a Financial Advisor contact you:

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*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.


**Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.

FR-3218022.1-0820-0922

Events

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Treasure Coast Food Bank on Dec 5

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BALANCE Webinar: THE BASICS OF PERSONAL FINANCE on Dec 8

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BALANCE Webinar: THE BASICS OF PERSONAL FINANCE on Dec 17

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