Visions Wealth Management
Company

Visions Wealth Management

Investment Management Endicott, New York, United States 14 employees
Employees
14
Contacts
3
Emails
2
Phones
2

Visions Wealth Management Overview

Headquarters
Endicott, New York, United States
Industry
Investment Management
Employees
14
Founded
2004
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About Visions Wealth Management

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 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 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.

Visions Wealth Management Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
2
50.0% coverage
Phone contacts
2
50.0% coverage

Visions Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Leo O'connor Jr., Cfp® My Passion Is Helping Young Adults Make Sense of Their Finances and Prepare for Their Future. I Am Also a Big Ev Nerd and Tennis Player.
Phone
Marcene Depew Crpc™, Visions Wealth Advisor at Visions Wealth Management - 33 Riverside Drive, Binghamton, Ny
Email Phone
James A. Campone, Jr. Wealth Management Specialist
Email
Kristen Gance Visions Wealth Management Coordinator
View

Employees by Management Level

Individual contributor 3 profiles
Associate / junior 1 profile

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