Endicott, NY – Visions Federal Credit Union hosted a ribbon cutting and press conference to celebrate the rebranding of the investment services team as Visions Wealth Management*. The occasion was hosted at their offices in Endicott, NY, which they recently remodeled and rebranded with the new Visions Wealth Management logo.

The rebranding coincides with the 20th anniversary of the investment services division and reflects the comprehensive wealth management and advisory services they now offer access to in their community. Members are invited to visit the space or schedule a meeting with a local representative to learn more about the services offered by the team of licensed advisors.

“We’ve always wanted to provide value through every stage of life,” says Ty Muse, Visions Federal Credit Union’s President/CEO. “The rebranding to Visions Wealth Management aims to ensure we’re addressing the need for long-term financial planning.”

Providing products and services through a business relationship with broker-dealer LPL Financial (LPL), Visions Wealth Management has grown to include a highly skilled team of professionals with advanced industry credentials to address clients’ needs throughout the credit union’s three-state footprint. 

In the months leading up to their rebranding, Visions Investment Services was recognized and ranked as a Forbes America’s Top RIA Firm for the year of 2023. Visions continues to offer high-quality standards of professionalism and personalized service under the new brand.

The Managing Director of Visions Wealth Management, Jeff Thatcher shared his excitement over the rebrand. “We’ve been focused on our clients’ well-being for 20 years now, and this is really all about them. Wealth management means improving lives, and that’s what we’ll strive to do today, tomorrow, and for years to come.”

To learn about Visions Wealth Management’s retirement planning, investment services, insurance, and meet the team, you can visit their new website at visionswealthmanagement.com.

*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products offered through LPL Financial or its licensed affiliates. Visions Federal Credit Union (VFCU) and Visions Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Visions Wealth Management and may also be employees of VFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of VFCU or Visions Wealth Management. Securities and insurance offered through LPL and its affiliates are:

Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposit or Obligations | May Lose Value

Your Credit Union (Visions Federal Credit Union) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.

The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. For larger RIA firms, SHOOK focuses on individuals or teams.  Visions Investment Services is a financial services team comprised of multiple financial professionals that provide advisory services through LPL Financial, an SEC registered investment advisor.

Tracking #663948-01-02
 

Ref: Visions FCU press release, 2024.

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