Here for you in Florida

Conveniently here for you

Beside you all the way

We are here because you are here. We can assist you and answer your questions.

Should you establish Florida as your legal domicile?
What unique estate and income tax advantages do I have as a full or part time resident of Florida?
What other non-tax issues should I address as a Florida resident?

Cynthia Miller
Vice President
MillerC@1stsource.com
office: 941 554-2605
mobile: 574 274-4492
NMLSR #773133

Working to Build and Preserve Client Wealth*

Administration of trusts and estates for Florida residents (full and part-time)
Investment management
IRA and 401(k) rollovers
Charitable trust administration
Foundation management
Tax planning and advisory services
Comprehensive financial planning
Estate and investment review
Complimentary bill pay

*Not FDIC Insured, Not Bank Guaranteed, May Lose Value, Not a Bank Deposit, Not Insured by any Federal Government Agency

Specialized Lending and Deposit Services

Mortgages: flexible options for unique situations and multiple homes
Construction mortgages
Business and commercial lending options
Lines of credit (secured and unsecured options)
Personal loans with customized options
Checking and savings accounts
Private Banking when and where it’s convenient for you — day and night

Responsive

A variety of high-touch personal services together with the latest technology resources to enhance our service to you:

Online Banking
Bill Pay
Zelle® – a fast, safe and easy way to send money directly between almost any bank accounts in the U.S., typically within minutes^1.
Live Chat M-F 8a-5p ET
1st Source Mobile App & Smartwatch App
Customer Service: 800-513-2360 M-F 8:00am-8:00pm and Sat 9:00am-1:00pm ET

¹Transactions typically occur in minutes when the recipient’s email address or U.S. mobile number is already enrolled with Zelle. Must have a bank account in the U.S. to use Zelle.