Visions Investment Servicescoin jar

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.


Meet our team

Account Access

Menu of Services

Let's connect!


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 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 (VFCU) and Visions Analysis, LLC are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Visions Analysis, LLC, and may also be employees of VFCU or Visions Analysis, LLC. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of VFCU. The Visions Analysis, LLC site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. 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 AgencyNot Credit Union GuaranteedNot Credit Union Deposits or ObligationsMay Lose Value

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