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.
 

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. Visions Wealth Management now encompasses our Investment, Medicare and Insurance, and Trust services.

New website is coming soon!


Visions Wealth Management 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, plus 9 licensed branch employees and 8 support team members. In addition to investment services, we also partner to provide Medicare and Insurance as well as Trust and Estate Planning.

Why choose Visions Wealth Management?

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.

Additional Information

Visions Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”), DBA Visions Investment Services, 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

*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:

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

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.

Referral Program

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