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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

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 aff

iliates. 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.

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.

05/15/2026

Retirement: the light at the end of the tunnel. You’ve worked hard, and now is your
chance to relax, travel, spend more quality time with your loved ones, or do whatever it is you enjoy. With Americans living longer, your retirement savings might have to last longer than once anticipated. This is why planning for retirement is so important.

Some of the most common questions we hear when it comes to retirement planning include:
• When can I retire?
• How much do I need to retire?
• When should I begin collecting Social Security?

In this seminar, we will answer all of these essential questions and more.

📅Thursday, May 28th, 2026
⌚6:00pm
📍Visions FCU Auditorium
3301 Country Club Road
Endwell, NY 13760

Register by visiting visionswealthmanagement.com/events.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL 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 and its affiliates are:
Not Insured by NCUA or Any Federal Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposit or Obligations
May Lose Value

There is no assurance that the techniques and strategies discussed are suitable for all investors or
will yield positive outcomes. The purchase of certain securities may be required to effect some of the
strategies. Investing involves risks including possible loss of principal.

05/13/2026

A well-structured financial plan considers both growth opportunities and potential risks. Diversification remains a foundational element of long-term strategy. Our Wealth Management Advisors can help make a personalized plan based on your individual needs.

05/11/2026

Retirement planning is an ongoing process. Regularly reviewing your strategy helps ensure it remains aligned with your goals and evolving financial landscape. Call to set up an appointment today at (607)321-0469.

05/08/2026

We recognize the resilience of military families. Financial planning can help provide stability through transitions and long-term confidence for those who serve and support.

05/06/2026

Meet Wealth Management Advisor, Ernest Escobar!
“An investment in knowledge pays the best interest.” – Benjamin Franklin.

This quote reflects the foundation of Ernest Escobar’s approach to financial advising. With nearly a decade of experience in banking and financial services, Ernest helps individuals and families bring clarity and confidence to their financial lives through thoughtful, personalized planning. He specializes in retirement planning, investment advising, legacy planning, and tax-efficient savings strategies. Ernest holds a Bachelor’s degree in Business Management and Economics and an Associate’s degree in Computer Science, combining practical insight with analytical depth.

Born and raised in New York’s Hudson Valley, Ernest continues to call the region home. He also spent much of his childhood visiting family in northern New Jersey, giving him a deep-rooted appreciation for the values and communities across both areas—something that continues to inform his work and relationships today. Ernest is committed to a “student for life” mentality, continuously expanding his knowledge so he can offer clients the most current and relevant financial solutions. In an age of information overload, he helps clients cut through the noise and focus on what truly matters for their unique financial journey. He believes financial security provides the freedom to focus on life’s most important priorities—family, health, and peace of mind. Ernest takes the time to understand each client’s background, concerns, and goals to develop strategies that align their long-term vision with intentional, everyday decisions.

Outside of work, Ernest enjoys staying active, reading, and playing guitar. He lives with his wife and their two dogs, and they enjoy trying new restaurants and staying involved in their local community.

04/29/2026

Tax season wrap up reminder. As tax season concludes, this can be a helpful time to review documents, revisit contribution strategies, and prepare for the months ahead.

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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