Personalized, professional planning for your future

Helping you create a customized plan
Prioritizing your objectives
Comprehensive approach and attention to detail
Your financial future is vitally important. That's why our credit union financial services are customized for each member's unique position and objectives. Based in South Carolina and North Carolina, our advisors place your needs first with attentive service and investment strategies that come from many years of proven results. We provide objective financial guidance and an assurance that your best interests always come first.

What is important to you? A conversation with our financial services representatives starts with a deeper understanding of what motivates you to save for the future. We can assist in multiple areas:

  • Retirement planning
  • Investment planning
  • Estate planning
  • Insurance
  • Tax strategies (We suggest that you discuss your specific tax issues with a qualified tax advisor)
  • Education planning

Our Three-Step Process

  1. Assessing your needs and finances: You'll complete a confidential personal profile that gives us a better understanding of your current financial situation and goals.
  2. Preparing your plan: We provide a detailed analysis of your finances, develop a variety of customized strategies, and offer suitable recommendations to address your future needs.
  3. Implementing and monitory your strategy: Once you select the most suitable approach, we put your personalized plan into action. We maintain consistent communication with you and carefully monitor your portfolio while making adjustments, when necessary.

Check the background of this firm on FINRA's BrokerCheck

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. nsurance 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. Tracking # 1-569203

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.

 
  • Not NCUA Insured
  • No Credit Union Guarantee
  • May Lose Value
Need a reason to choose Sharonview?
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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.