Designed exclusively for members, the Sharonview Financial Services Program offers various insurance and investment services that complement traditional credit union savings plans.

  • Financial Management
  • Retirement Planning
  • Education Funding
  • Estate Planning 
  • Insurance Planning
  • Tax Advantaged Investing*

This program also provides secure, online access to monitor your investment portfolio through LPL Account View including:

  • Tracking Portfolio Performance
  • Interactive Market Trend Information
  • Real-time Stock Quotes
  • Download or export information
Dwayne ClendanielDwayne Clendaniel, CRPC©†, Vice President - LPL Financial Advisor, is your designated Sharonview Financial Services Representative. He will work with you to create a personal financial blueprint to help you pursue your financial objectives. If you would like to set up an appointment or just want more information Contact Dwayne Clendaniel at: 704.973.2626 or dwayne.clendaniel@sharonview.org

†CRPC© is a registered service mark of the College for Financial Planning®. * Representatives are not tax advisors. For information regarding your specific tax situation, please consult a tax professional.
Securities offered through LPL Financial, member
FINRA/SIPCInsurance products offered through LPL Financial or its licensed affiliates. Sharonview Federal Credit Union and Sharonview Financial Services are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured Sharonview Federal Credit Union deposits and are not NCUA insured. These products are not obligations of Sharonview Federal Credit Union and are not endorsed, recommended or guaranteed by Sharonview Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: NC,SC,NJ,CO,FL,MD,TX