Your path to financial freedom. Educate, empower, enrich, and evolve. Your financial future matters! Planning with Purpose. A division of Visions Investment Services.

Johnson City, NY – Visions Investment Services (VIS), the wealth management arm of Visions Federal Credit Union, is proud to add Planning with Purpose to its family of investment partners. 

Founded by Gerri Harrison, CFP® EA, Planning with Purpose is a financial firm serving the Greater Binghamton, NY, area since 2005. Harrison has worked in tax preparation and financial planning for almost 40 years, developing relationships with clients throughout the region.

According to Harrison, Planning with Purpose joined VIS to ensure continued support for current accountholders. “Our clients now have a much larger team behind them to assist with their financial needs,” said Harrison. “While I’m not planning on going anywhere soon, we all know there’s a lot of unexpectedness in our lives. If something were to happen to me, I know and clients know, there’s someone here at Visions to continue helping them along their financial path. Clients are absolutely finding comfort in that thought.”

“We’re committed to serving our communities on a local level,” Managing Director of VIS, Jeff Thatcher commented, “so Planning with Purpose feels like a perfect fit for the team. We look forward to supporting Gerri and her clients for years to come.”

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 (VFCU), Visions Investment Services (VIS), and Planning with Purpose are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using VIS, 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, VIS, or Planning with Purpose. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or any other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value

LPL Tracking #1-05245908

News Articles

View All News Articles

  • Visions Employees Drive Annual Season of Giving

    In efforts driven by Visions employees, this year’s campaign (November and December 2023) benefitted more than 13 community organizations throughout their three-state footprint in New Jersey, New York, and Pennsylvania. The Season of Giving supports organization-wide projects in addition to regional and local initiatives that are championed by employees. Fifteen employees organized giveback projects, including donation drives for clothes, toys, gifts, and pet supplies that were then distributed by partnering organizations and nonprofits in Visions communities.

  • Ty Muse Receives NYS Senate Commendation Award

    Senator Webb presented Muse with the Senate Commendation Award during a Black History Month celebration (February 2024) that underscored the vital contributions and achievements of Black individuals and businesses in the community. The award presentation noted that Muse’s leadership, characterized by positivity and encouragement, has significantly contributed to the economic development of the Southern Tier and that his active participation on numerous community boards and advisory councils nationwide further exemplifies his commitment to the community.

  • Visions Contributes to Creation of Future Fund

    Visions Federal Credit Union’s President/CEO Ty Muse joined credit union industry leaders and representatives of the African-American Credit Union Coalition (AACUC) during the African American Credit Union Hall of Fame event at the Governmental Affairs Conference in Washington, DC, where they were thrilled to announce the creation of the AACUC’s Future Fund. Visions is one of nine initial investors in the new Future Fund and Muse is proud to serve as the founding Chairperson for the initiative.

Visions Federal Credit Union

Log in here with your Online Banking ID:



Online Enrollment

Forgot Password

Forgot User ID/Unlock Account

You are leaving the Visions Federal Credit Union web site. The privacy and security policies of the external link may differ from Visions Federal Credit Union. Visions Federal Credit Union does not own or control external links and is not responsible for the availability or accuracy of their content.

Continue