About Investment Services and Rebranding
Introduction
January 2024 marked the 20-year anniversary of Visions Investment Services. To reflect the growth and evolution that VIS has experienced over the last 20 years, we have rebranded as Visions Wealth Management.
There is no direct impact on accounts or services provided — we continue to help people pursue financial goals with the same great service from our same team of professionals at the same locations. 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.
We believe everyone 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.
Visit our new website for details and to contact our team:
Additional Information
Visions Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”), DBA Visions Wealth Management, pursuant to an agreement that allows LPL to pay the Visions Federal Credit Union for these referrals. This creates an incentive for the Visions Federal Credit Union to make these referrals, resulting in a conflict of interest. Visions Federal Credit Union is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information
There is no guarantee that these investment strategies will work under all market conditions. Each investor should evaluate their ability to invest on a long-term basis, especially during periods of downturns in the market. Check the background of investment professionals associated with this site on FINRA's Broker Check. |