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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm Saturday 9am - 5pm

Visions Wealth Management

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United States
Endicott, NY
Visions Wealth Management

Helping you work toward your vision of financial success. Visions Wealth Management's goal is to help you pursue success in preparing for your future.

We provide financial planning services by bringing in highly skilled planners with advanced industry credentials to support your ever-changing needs. Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, http://www.finra.org/ and http://www.sipc.org/. Insurance products offered through LPL Financial or its licensed aff

iliates. Visions Federal Credit Union (VFCU) and Visions Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Visions Wealth Management, 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 or Visions Wealth Management. 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

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

08/09/2026

August is National Investor Month, a great reminder that investing is about consistency, patience, and having a plan. Whether you're just getting started or reviewing your long-term goals, taking time to understand your investments today can help prepare you for tomorrow. Get in touch with your wealth management advisor today at (607)321-0469.

06/18/2026

We’re excited to announce that Visions Wealth Management is growing through a merger with
Covenant Wealth Advisors, bringing together our expertise and resources to help you achieve your financial goals. This partnership strengthens our ability to provide personalized guidance, expanded services, and
an even higher level of support at every stage of life.

“We were particularly impressed by their diversified skill sets, their dedication to serving their
clients, and the positive impact they strive to make every day,” said Jeff Thatcher, Managing
Director of Visions Wealth Management. “Their approach closely reflects our core values, making
this partnership a natural fit.”

Learn more about what this means for you: vfcu.org/CovenantMerger

05/29/2026

As the month comes to a close, it’s an opportunity to reflect on progress and revisit long-term financial goals. Consistent planning supports lasting results.

05/25/2026

This Memorial Day, we honor and remember those who have served our country. All offices will be closed.

05/20/2026

Anne has worked in customer service with Visions Wealth Management and the O’Connor Group since 2008. Anne assists in building the confidence clients require when entrusting their financial future with us. Anne’s background includes nearly two decades with Endicott Coil Company as a director of sales. She holds a bachelor of science degree from Nazareth College in business administration and French. She is married with three adult children who keep her very busy.

05/18/2026

Financial wellness is more than numbers—it’s about having a clear plan, defined goals, and confidence in your future. Consistent planning helps build long-term stability.

05/15/2026

Retirement: the light at the end of the tunnel. You’ve worked hard, and now is your
chance to relax, travel, spend more quality time with your loved ones, or do whatever it is you enjoy. With Americans living longer, your retirement savings might have to last longer than once anticipated. This is why planning for retirement is so important.

Some of the most common questions we hear when it comes to retirement planning include:
• When can I retire?
• How much do I need to retire?
• When should I begin collecting Social Security?

In this seminar, we will answer all of these essential questions and more.

📅Thursday, May 28th, 2026
⌚6:00pm
📍Visions FCU Auditorium
3301 Country Club Road
Endwell, NY 13760

Register by visiting visionswealthmanagement.com/events.

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 Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Visions Wealth Management 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 or Visions Wealth Management. Securities and insurance offered through LPL and its affiliates are:
Not Insured by NCUA or Any Federal Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposit or Obligations
May Lose Value

There is no assurance that the techniques and strategies discussed are suitable for all investors or
will yield positive outcomes. The purchase of certain securities may be required to effect some of the
strategies. Investing involves risks including possible loss of principal.

05/13/2026

A well-structured financial plan considers both growth opportunities and potential risks. Diversification remains a foundational element of long-term strategy. Our Wealth Management Advisors can help make a personalized plan based on your individual needs.

05/11/2026

Retirement planning is an ongoing process. Regularly reviewing your strategy helps ensure it remains aligned with your goals and evolving financial landscape. Call to set up an appointment today at (607)321-0469.

05/08/2026

We recognize the resilience of military families. Financial planning can help provide stability through transitions and long-term confidence for those who serve and support.

Address

24 McKinley Avenue
Endicott, NY
13760

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm
Saturday	9am - 5pm

Telephone

+16073210469

Website

http://visionswealthmanagement.com/

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