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Investment Services

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Visions Investment Services was established in 2004 on the sole premise that we want to partner with members like you and help you pursue success in:

  • Planning for you future

  • Planning for a secure retirement

  • Planning to enjoy your retirement years

  • Planning to help pay for your children’s and grandchildren’s college education

Recognizing the need to provide local financial planning services to our communities, we continue to invest in growing the department by bringing in highly skilled planners with advanced industry credentials to support members’ ever-changing needs.

Today our department consists of 13 Financial Consultants and 3 support team members.


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Why choose Visions Investment Services?

As a member of Visions Federal Credit Union, we believe you should have access to high-quality financial planning – regardless of where you are in your financial journey or how much money you have. Our goal is to become your partner and help you work toward your vision of financial success.

Learn more about what we do


*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 and Visions Investment Services: 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 representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AK, AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, MI, MS, MT, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WV, and WY.

Check the background of investment professionals associated with this site on FINRA's Broker Check.

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