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
- Website
- visionswealthmanagement.com
- Industry
- Investment Management
- Employees
- 14
- Founded
- 2004
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll 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 | Location | 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. | Binghamton, New York, United States |
Phone
|
| Marcene Depew | Crpc™, Visions Wealth Advisor at Visions Wealth Management - 33 Riverside Drive, Binghamton, Ny | Binghamton, New York, United States |
Email
Phone
|
| James A. Campone, Jr. | Wealth Management Specialist | New York, United States |
Email
|
| Kristen Gance | Visions Wealth Management Coordinator |
View
|
Employees by Management Level
Individual contributor
3 profiles
Associate / junior
1 profile
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