About Investment Services and Rebranding
Introducción
January 2024 marked the 20-year anniversary of Visions Investment Services. To reflect the growth and evolution that VIS has experienced over the last 20 years, we have rebranded as Visions Wealth Management.
There is no direct impact on accounts or services provided — we continue to help people pursue financial goals with the same great service from our same team of professionals at the same locations. 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.
We believe everyone should have access to high quality financial planning, regardless of where you are in your financial journey or how much money you have. Nuestra meta es asociarnos con usted y ayudarlo a alcanzar su visión de éxito financiero.
Visit our new website for details and to contact our team:
Información adicional
Visions Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”), DBA Visions Wealth Management, pursuant to an agreement that allows LPL to pay the Visions Federal Credit Union for these referrals. De esta manera, se crea un incentivo para que Visions Federal Credit Union haga estas recomendaciones, lo que trae aparejado un conflicto de intereses. Visions Federal Credit Union no es un cliente actual de LPL para servicios de corretaje o asesoría. Si desea obtener información más detallada, visite https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
Esto no implica una garantía de que estas estrategias de inversión funcionen en todas las condiciones de mercado. Cada inversor debe evaluar su capacidad de invertir a largo plazo, en especial, durante períodos de recesión en el mercado. Verifique los antecedentes de los profesionales de inversiones asociados con este sitio en Broker Check de FINRA. |