Rob Bradley has over 25 years’ experience working with our local community in the financial services field, including being with Visions Investment Services since its inception in 2004. Since that time, Rob has dedicated his experience and knowledge of providing personalized financial advice to the members of Visions FCU.
Rob prides himself on his educational approach to personalized advice for the members of Visions. He has been a valuable resource for members as well as having assisted many of their financial issues throughout the years. Rob’s mission is to develop personalized financial planning options and strategies for his clients so that they may make informed decisions for their future.
Rob has demonstrated a high commitment to his clients and profession by becoming a CERTIFIED FINANCIAL PLANNER™, which required completing a rigorous 2-year course and passing the national exam. CFP® professionals must meet the Financial Planners Standards Council standards in education, experience, examination and ethics. CFP® professionals must also have 30 hours of continuing education every year and agree to abide by the CFP® Code of Ethics to renew their right to use the credential annually. He is also certified by the New York State Insurance Department as a Long Term Care and Life Insurance professional.
Rob is proud to serve our community both in his profession and in support of our local charities and youth programs. He currently is active with the local Boy Scouts, coaching in the Maine Endwell baseball program and other various youth league teams as well as supporting local charities such as the Boys and Girls Club.
Rob is a lifelong resident of the community and currently resides in Endwell with his wife Amy, and his two children, Jay and Jillian.
Rob serves the Endicott, NY region.