ENDWELL — Visions Federal Credit Union (FCU) says its Visions Investment Services is now operating as Visions Wealth Management.
The rebranding coincides with the 20th anniversary of the credit union’s division of investment services and “reflects the comprehensive” wealth management and advisory services the organization now offers to the community.
Since its founding in 1966, Visions FCU has grown to provide financial services to more than 250,000 members, with branches and call centers in New York, New Jersey, and Pennsylvania. By 2004, the credit union had introduced an investment and consultative planning team.
(Sponsored)
In the Market to Build? Get Started in 4 Simple Steps
Finding the perfect home isn’t always easy, especially in our world today. The U.S. Housing Shortage has created an ongoing challenge for homebuyers across the nation, opening the door to
Keeping Your Firm Secure on the Road to Digitization
By Dan Hernborg Sales Engineer With the looming threat of a potential recession and economic downturn, many professional service firms are looking to reduce costs and increase efficiency in preparation.
“We’ve always wanted to provide value through every stage of life,” Ty Muse, president and CEO of Visions Federal Credit Union, said in the credit union’s announcement. “The expansion of the Wealth Management team helps ensure that we’re meeting that need for long-term financial planning.”
Providing products and services through a partnership with broker-dealer LPL Financial (LPL), Visions Wealth Management has grown to include a team of professionals with advanced industry credentials to meet clients’ needs throughout the credit union’s three-state footprint.
Jeff Thatcher, managing director of Visions Wealth Management, gave the rebrand a thumbs up.
“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,” Thatcher said in the Visions announcement.
