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
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