Johnson City, NY – Visions Investment Services (VIS), the wealth management arm of Visions Federal Credit Union, is proud to add Planning with Purpose to its family of investment partners.
Founded by Gerri Harrison, CFP® EA, Planning with Purpose is a financial firm serving the Greater Binghamton, NY, area since 2005. Harrison has worked in tax preparation and financial planning for almost 40 years, developing relationships with clients throughout the region.
According to Harrison, Planning with Purpose joined VIS to ensure continued support for current accountholders. “Our clients now have a much larger team behind them to assist with their financial needs,” said Harrison. “While I’m not planning on going anywhere soon, we all know there’s a lot of unexpectedness in our lives. If something were to happen to me, I know and clients know, there’s someone here at Visions to continue helping them along their financial path. Clients are absolutely finding comfort in that thought.”
“We’re committed to serving our communities on a local level,” Managing Director of VIS, Jeff Thatcher commented, “so Planning with Purpose feels like a perfect fit for the team. We look forward to supporting Gerri and her clients for years to come.”
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), Visions Investment Services (VIS), and Planning with Purpose are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using VIS, and may also be employees of VFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, VFCU, VIS, or Planning with Purpose. 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
LPL Tracking #1-05245908
