Access a digital library of valuable information

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 Newsletters

April 2020 SFS Newsletter

Previous Newsletter

January 2020 SFS Newsletter

October 2019 SFS Newsletter

 

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 representatives 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.

 
Need a reason to choose Sharonview?
you decide
Everything we do is geared toward helping you improve your financial standing, all while treating you the way you deserve. Experience the Sharonview difference.