Download the PDF booklet.

Watch the update video.


Designed exclusively for members, the Sharonview Financial Services Program provides access to various insurance and investment services.

    • 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

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. Insurance 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 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