Flagship Private Wealth Management - Ameriprise Financial Services, LLC - Melbourne (FL)

CASEY H. Coming up on retirement can be a stressful planning event for a couple. Tyler has been steering us through it with masterful precision. He skillfully reassured my wife that all will be well while also helping me get all our affairs in order. Rest assured, Tyler can and will give you the same sound advice, whether you are a young couple just starting out or a seasoned pair wanting to begin enjoying retired life.

David Goldman Have used Mark for several years and been happy with our results

Mayra Vasquez Want to acknowledge Melanie Simon for her professionalism , kindness, positive answers for helping me . Shes an asset to this company . Grateful to her .

Daniel Tredinnick I’ve been a friend and a client of Bill Kastelz for over 20 and I couldn’t recommend anyone better than him.

This Mulch (NoneYa) I have been banking at the I Think Financial, Delaware FORT PIERCE branch for approximately 15 years. I’ve seen it go through many BANK names starting back at Oculina Bank, IBM/SECU, etc.. Everybody with this bank, and this Branch, I have known for years and they are wonderful people. I consider them family. I have used their services in many financial forms, including, but not limited to personal banking, savings, checking, money, markets, CDs, letters of credit, loans, financial investment advisory brokers, as well as business accounts. Wonderful experiences await you. They aim to take care of your needs. I am a firm believer in small banking institutions. This is my primary pick.