Visions Investment Services
Visions Investment Services was established in 2004 on the sole premise that we want to partner with members like you and help you pursue success in:
Planning for your future
Planning for a secure retirement
Planning to enjoy your retirement years
Planning to help pay for your children’s and grandchildren’s college education
Recognizing the need to provide local financial planning services to our communities, we continue to invest in growing the department by bringing in highly skilled planners with advanced industry credentials to support members’ ever-changing needs.
Today our department consists of 13 Financial Consultants and 3 support team members.
Why choose Visions Investment Services?
As a member of Visions Federal Credit Union, we believe you should have access to high-quality financial planning – regardless of where you are in your financial journey or how much money you have. Our goal is to become your partner and help you work toward your vision of financial success.
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Visions Federal Credit Union and Visions Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Visions Investment Services, and may also be employees of Visions Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Visions Federal Credit Union or Visions Investment Services. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CA, CO, CT, DC, FL, GA, IL, KY, LA, MA, MD, ME, MI, MS, MT, NC, NJ, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA, WV, WY. Securities and insurance offered through LPL or its affiliates are:
Check the background of investment professionals associated with this site on FINRA's Broker Check.