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Financial Management, Investment & Brokerage



Investment opportunities for you!

Sharonview Federal Credit Union is constantly seeking ways to add quality products, services and convenience to your life. We proudly make available Sharonview Financial Services, a personal financial management service located online and at the credit union.

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

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


    • This program also provides members access to several online brokerage services through the Credit Union's web site including:

  • Online Access To Place Stock Orders
    		•   
  • Real-Time Stock Quotes
  • Timely News Headlines/Articles
  • Tracking Portfolio Performance
    • Dwayne Clendaniel, CRPC® †, Vice President - Financial Advisor, is your designated Sharonview Financial Services Representative. He will work with you to create a personal financial blueprint to help you achieve your financial objectives.
    If you would like to set up an appointment or just want more information:
    Call Dwayne Clendaniel at: (704) 973-2626
    Email Dwayne at: 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.

    Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC , a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (800) 369-2862. Trust services available through MEMBERS Trust Company.  Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CBSI is a registered broker/dealer in all fifty states of the United States of America. FR080801-C8FA
     

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