If you have questions about a pension lump sum or 401k distribution we can help

Your diversified portfolio starts with the Sharonview Financial Services personal touch

Looking for customized investment and brokerage services from someone you trust? We cater to members in South Carolina, North Carolina and beyond with a team of financial consultants who take time to listen before creating a strategy that's tailored to unique needs and goals.

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“LPL Research’s Outlook 2024: A Turning Point delivers market insights on what we can expect in the economy, policy, stocks, and bonds for 2024.

 

View the complete publication.”

Financial Services
What do you want your financial future to look like? Our Sharonview Financial Services plans are customized for your unique position and objectives.
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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. Sharonview Federal Credit Union and Sharonview Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Sharonview Financial Services, and may also be employees of Sharonview Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sharonview Federal Credit Union or Sharonview Financial Services. 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

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.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CO, FL, GA, ID, IL, MD, NC, NJ, NY, PA, SC, SD, TX.

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution 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.

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Everything we do is geared toward helping you improve your financial standing, all while treating you the way you deserve. Experience the Sharonview difference.