Access valuable investment information with these digital resources

Conduct thorough research
Analyze multiple charts and stock information
Dig into the details of mutual funds
Track your portfolio
If you take a hands-on approach to your investments, here's your source for information.

Better information can help you make the right decisions for your investment strategy. Through our relationship with registered investment advisor LPL Financial, you gain access to all the tools, including a glossary to help you get acquainted with financial terms.

Sharonview Financial Services Newsletter

Check the background of this firm on FINRA's BrokerCheck

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.

LPL Financial Form CRS

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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