Visions Federal Credit Union

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Visions Federal Credit Union

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Visions Investment Services

Retirement, investment, wealth management: You can do more with your money where you're already a member.

Investment Services

You know you should be doing more for your financial future.

You know you should probably do more for your retirement besides what you're getting at work...or from an app that invests pocket change.

At Visions, we understand that Life is Unscripted®. The family and house become happy distractions from financial planning. Job or career changes leave behind unmanaged portfolios. Maybe new federal regulations or turnover left you without a financial advisor. Maybe you're just unsure where to start.

Do More with Your Money

Do More with Your Money

We created VIS to bring together the comfort of the credit union experience with the convenience of keeping all your money matters together. Now you can do more with your money - and your future - with fair fees and honest stewardship of your funds by a fellow Visions member.

    Why Invest with Visions Investment Services?

    Why Invest with Visions Investment Services?

    Money matters to people. And people matter to us.

    Smart investing is about the choices you make at every stage of life.

    Whether you're decades from retirement or your golden years are just around the corner, your Financial Consultant can help you get in position to pursue your dreams.

    With VIS you can:

    • Review unmanaged 401(k) and IRA portfolios
    • Put all your investments (and banking) in one place
    • Get member-to-member advice from the name you already trust with your banking

    Are you 50 or older?

    Check out our retirement timeline to see where you stand and how VIS can help.

    At Visions Investment Services, we understand your life goals are just as much a part of financial planning as investments.

    Your dreams matter to us…and so does your valuable time.

    Visions makes it easy for members to invest. Any visit to a brick-and-mortar location is an opportunity to check with your Financial Consultant.

    Take the First (or Next) Step Now

    Visit your neighborhood Visions office to receive a free consultation. A Financial Consultant, who also happens to be a fellow Visions member, will look at all your assets to help you do more with your money by using all the right financial tools.

    Do more with your money and get the most out of life. Start today with a free consultation at your neighborhood Visions office.

    Get a Guided Wealth Portfolios Proposal

    Guided Wealth Portfolios

    Before opening an account, get a proposal that shows sample recommendations for your portfolio and what you could potentially accomplish with Guided Wealth Portfolios.

    LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

    *Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Visions Federal Credit Union: not a registered broker/dealer nor affiliated with LPL Financial.

    • Not NCUA Insured
    • Not Credit Union Guaranteed
    • May Lose Value
    • Not A Credit Union Obligation

    The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, FL, GA, MA, NC, NJ, NY, OR, PA, VA, VT.