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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

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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 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.

10/08/2026

Meet back office member, Troy Luciani!
Troy Luciani began his career in the Financial Industry in 2024 with Visions Federal Credit Union as a Member Service Representative, then growing into a Senior Branch Member Account Specialist role. Gaining experience within Branch, he established a passion for helping others, relationship building, and a desire to learn more about the Financial Industry. He transitioned into his current role as an Administrative Associate at Visions Wealth Management in 2026, where he plans to develop his skills and knowledge in the Investment Industry. Troy attended SUNY Oneonta where he earned his bachelor’s degree in business administration in 2024, and currently resides in his hometown of Vestal, NY. He enjoys listening to music, watching movies, and spending time with friends and family. He is also an avid coffee lover!
We are happy to welcome Troy to our team!

09/24/2026

Meet Wealth Management Advisor, Nick Millard!
Following our merger with Covenant Wealth Advisors, we are pleased to welcome new members to our team! Specifically, Welcome Nick Millard!

Nick began his financial services career in 1986 working for The Equitable Life Assurance Society which later became AXA/Equitable and AXA Advisors. During his 20 year tenure there, Nick earned both the Chartered Financial Consultant and Chartered Life Underwriter designations from the American College in Bryn Mawr, PA. Later he earned the Wharton School of Retirement Planning certification in 2007 mastering how to financially guide those approaching or already in retirement. Then later in 2007, along with his 2 partners, Nick left AXA to open their own thriving practice. In those 20 years at AXA/Equitable, Nick earned numerous company awards including being inducted into AXA/Equitable’s Hall of Fame.

Nick resides in Vestal NY with his wife and two daughters, is involved in many community service projects and active in his church. You might see him playing ice-hockey at one of the rinks, pitching a softball game, or chasing after a golf ball in the woods! The family plays tennis together regularly and enjoys vacations -usually at the beach.

09/16/2026

We’re more than halfway through the year, making this the perfect time to revisit your financial goals. Have your priorities changed? Are you on track with your savings, retirement, or investment strategy? Small adjustments today can help keep you moving toward tomorrow’s goals.

09/04/2026

Back-to-school season isn't just for students, it's also a great time to refresh your financial habits. Review your budget, check in on savings goals, prepare for upcoming expenses, or revisit your financial plan with one of our advisors. Small steps today can make a big difference over time.

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.

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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