JOHNSON CITY, N.Y. — Visions Investment Services, the wealth-management division of Visions Federal Credit Union, has added the firm Planning with Purpose to its slate of investment partners.
According to founder Gerri Harrison, Planning with Purpose joined Visions Investment Services to ensure continued support for current accountholders.
“Our clients now have a much larger team behind them to assist with their financial needs,” Harrison said in a press release. “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.”
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Founded by Harrison, in 2005, Planning with Purpose is a financial firm serving the greater Binghamton area. Harrison has worked in tax preparation and financial planning for nearly 40 years.
“We’re committed to serving our communities on a local level, so Planning with Purpose feels like a perfect fit for the team.” Visions Investment Services Managing Director Jeff Thatcher said in the release. “We look forward to supporting Gerri and her clients for years to come.”
Formed in 2004, Vision Investment Services is the wealth-management division of Visions Federal Credit Union, which has more than $5 billion in assets, over 210,000 members, and more than 50 branches across New York, New Jersey, and Pennsylvania.
