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O'Connor Investments » Financial Resources

Financial Resources

Explore the full range of financial resources to help make informed and timely decisions.

financial-resources
Working with a Financial Professional
ABC’s of Financial Terminology
College Savings Calculator
Your First Meeting with a Financial Professional
FINRA Savings Calculator
Retirement Calculator
E-Book: Resolve to Improve Your Financial Wellness

Disclaimer

Visions Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”), DBA Visions Investment Services, pursuant to an agreement that allows LPL to pay the Visions Federal Credit Union for these referrals. This creates an incentive for the Visions Federal Credit Union to make these referrals, resulting in a conflict of interest. Visions Federal Credit Union is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). 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 Investment Services, 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 Investment Services or Visions Wealth Management. Securities and insurance offered through LPL and its affiliates are:

Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposit or Obligations | May Lose Value

There is no guarantee that these investment strategies will work under all market conditions. Each Investor should evaluate their ability to invest on a long-term basis, especially during periods of downturns in the market. 

The LPL Financial registered representative(s) associated with this website may discuss and/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

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