Further strengthens itself as a leader in wealth management

ENDICOTT, NY --November 21, 2019 -- Visions Investment Services (VIS), the wealth management arm of Visions Federal Credit Union, has announced its acquisition of The Glenn Wood Financial Group, Inc.

"We're committed to being our member's financial partner and serving them at every stage of life" says Ty Muse, President & CEO of Visions FCU. "This acquisition made strategic sense and will only strengthen Visions Investment Service's ability to serve our members financial needs. We thank Glen for entrusting us with his clients and wish him the very best in his retirement."

The Glen Wood Financial Group, Inc. was founded in 2002 with an uncompromising commitment to provide ethical and sound financial advice to the community. Since then, it has become a well recognized and trusted financial firm in the area. "After a great deal of research and comparison, I decided to partner with Visions Investment Services. Having spent a great deal of time working with VIS in preparation for my retirement, they have become decidedly familiar with the level of professionalism, knowledge and support my clients have grown to expect. I'm confident our clients will be in very good hands," said Glen Wood, President of The Glen Wood Financial Group, Inc.

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.

#1-919888

2023 News

In the news this year: 2023.10.12 Visions Cuts Debt for 100 Educators. 2023.10.01 Visions to Host Free Veterans Expo. 2023.09.01 Visions Branches to Pilot Wearable Closed Captioning Device. 2023.08.28 Visions and SU Partner for Student Veterans.

Referral Program

Get rewarded for sharing Visions with your friends and family.

Get $25 when they open an account!

Refer Now

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