ithinkfi Our Advisor
Meet the dedicated team behind your financial future. Since 1969, ithinkfi has served employees of state-chartered and federally insured credit unions.
Where Credit Union Fits Your Setup
- ithinkfi has served members since 1969, with approximately 200,000 active digital banking users across the United States as of Q1 2024.
- Average account opening time is under 10 minutes, based on 12,000 signups in 2023.
- Customer satisfaction score stands at 4.6 out of 5, from a 2024 survey of 5,000 members.
- The credit union operates federally insured branches throughout Florida and Georgia, with assets exceeding $1 billion.
Who is the ithinkfi Advisor?
The ithinkfi advisor is a certified team of financial professionals dedicated to guiding members through credit union services.
Formed in 1969 and based in Delray Beach, Florida, ithinkfi has grown to a team of 150 advisors who serve employees of state-chartered and federally insured credit unions. The credit union's financial's headquarters is located in Delray Beach, Palm Beach County, Florida, with branches throughout Florida and Georgia. Ithinkfi manages more than $1 billion in assets and works with numerous credit unions and companies to offer financial services.
This method does NOT apply to investment advice or tax preparation; ithinkfi does NOT support brokerage services or high-frequency trading. Initially we tried to offer guidance for all states but found that regulatory requirements vary too much; the data does not cover every state's unique rules.
What the Advisor Does
The advisor provides a step-by-step process to help you achieve your financial goals.
- Open an ithinkfi account online or in a branch, averaging under 10 minutes.
- Schedule a free one-on-one session with an advisor at your local branch.
- Receive a personalized financial plan tailored to your savings, retirement, or loan needs.
- Implement the plan with step-by-step support from our advisors.
- Review progress quarterly and adjust the plan as your life changes.
Advisor’s Track Record
The ithinkfi advisor’s track record is backed by measurable and audited results.
Our data comes from internal surveys and system benchmarks. Sample size was limited to 12,000 signups for the timing data, and 5,000 members for the satisfaction survey.
| Metric | Figure | Timeframe |
|---|---|---|
| Active digital users | 200,000+ | Q1 2024 |
| Average account opening | Under 10 minutes | 2023 |
| Customer satisfaction | 4.6 out of 5 | 2024 survey |
| Assets under management | $1 billion+ | 2024 |
| Advisor team size | 150 | 2024 |
Availability and Access
The ithinkfi advisor is available at branches throughout Florida and Georgia, as well as through virtual meetings.
You can schedule an appointment at your local branch or use the portal to book a video call. Appointments are held Monday to Friday, 9 AM to 6 PM Eastern. For members in other states, remote sessions are available, but the data does not cover our full service area—geography limits face-to-face meetings to the Southeast.
If you prefer phone support, call (800) 873-5100. The team also offers email support within 24 hours.
Why ithinkfi’s Advisor Approach Works
Our advisor model combines personal attention with digital efficiency.
Each member is assigned a dedicated advisor who understands your history and goals. This approach reduces the friction of financial planning. In a 2024 survey, members rated the advisor as 4.6 out of 5 for clarity and usefulness.
We also offer educational resources, including the platform basics guide, to help you make informed decisions.
More Helpful Resources
These resources answer common questions about using your ithinkfi account.
Explore these guides: platform basics for digital services, error resolution if something goes wrong, and account setup for getting started. You can also review our security measures or visit the help centre for general questions.
The official methodology is detailed in the ithinkfi overview. To verify our regulatory status, visit NCUA.
ithinkfi’s advisor helped me consolidate my business accounts and reduce fees by 15%. They were patient and clear.
The team explained every step of our credit union transition. The account opening took less than 10 minutes as promised.
Is ithinkfi federally insured?
Yes, ithinkfi is federally insured by the NCUA, which protects deposits up to $250,000 per account.
How do I contact the ithinkfi advisor?
You can call (800) 873-5100 or visit any of our branches located throughout Florida and Georgia.
What services does the advisor provide?
The advisor provides personal financial planning, savings strategies, and loan guidance for members.
Does the advisor work with businesses?
Yes, the advisor supports small business owners with payroll, checking, and financing options.
Advisor in Action
Our advisors meet members at branches throughout Florida and Georgia, offering personalized guidance on savings, loans, and financial planning. The team’s satisfaction score reflects a member-first approach.
How to Access the ithinkfi Advisor
- Open a member account
Sign up online or at a branch; takes under 10 minutes with a valid ID.
- Schedule an appointment
Use the app or call (800) 873-5100 to book a free session.
- Discuss your goals
Meet an advisor to review your finances and define objectives.
- Follow your plan
Receive a written plan and track progress with quarterly check-ins.