O'Connor Investments » What to Expect

What to Expect

 The decision to share one’s financial life with someone and feel confident in that person to help work toward their goals is highly personal, making it even more important for you to know what you expect.

Developing a financial plan involves mapping out sources of wealth, investment objectives, and allocates for life events, health, and vision of living.

Personalized Service

Personalized Service

It starts with you and your objectives. We tailor solutions to seek growth of income and wealth needs for both short and long-term goals. Our advisors are available to answer questions and discuss your concerns.

Expertise and Actionable Advice

Expertise and Actional Advice

We lay out achievable solutions, chart the steps to follow, and track your progress toward financial objectives. Plus, access to market research, tax professionals and independent managers.



The purpose of reviewing your account is more than checking the numbers.  It’s knowing you, checking in on life, family and business events, changes in goals along with the overall market environment to assess potential opportunities. 



You have choices when it comes to account set up, management of your investment dollars, and distributions. Do you like to follow day to day changes online, receive statements, or both? Track your account your way.

Financial Education and Empowerment

Financial Education and Empowerment

We help you and your family grow knowledge of personal finance and understanding of options to make confident decisions.


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 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.

Check the background of investment professionals associated with this site on FINRA’s Broker Check.

Copyright © 2024 O’Connor Investments | All Rights Reserved | Designed by Bill Good Marketing Inc