Sharefax Financial Services
Our Mission: Helping Members Understand Investment Opportunities for Their Financial and Retirement Security.
Each of our financial consultants has extensive professional experience and hold multiple securities and insurance licenses in order to help assist your financial needs. We are dedicated to developing lasting relationships with all Sharefax Credit Union members. We believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services that meet your needs now and into the future. The personalized program that we can provide is a roadmap with the objective of helping you work towards a more secure financial future. We are looking forward to using our expertise to help you pursue these goals.
Whether your concerns are the need for safety, growth, more income, taxes, long term care needs, or estate planning, we will customize a plan to help meet your various needs. We will then monitor your account and make adjustments as are needed for yourself, your spouse, or other family members as your financial situation or health conditions may change.
Securities offered through L. M. Kohn & Company, Registered Broker/Dealer, Member FINRA/SIPC/MSRB, 10151 Carver Road, Suite 100, Cincinnati, OH 45242, (800) 478-0788. Investments through L. M. Kohn & Company are not guaranteed by Sharefax or any affiliated entity. Annuities & Securities are NOT federally insured by the NCUA. Investments will fluctuate in value & involve investment risks, including the possible loss of principal. Sharefax Financial Services Registered Representatives are not employees or agents of Sharefax Credit Union and are completely independent of the products and services provided by Sharefax Credit Union.
Because we care, we’ve partnered with nonprofit Trinity Debt Management. Whether you’re interested in creating an effective budget, improving your credit or getting out of debt, we want to help. Please click here to learn more.
Bonus Points are earned with every transaction you make with a credit card through a Sharefax credit card. Please visit Scorecard Rewards to learn how you can sign up and start earning!
Prepaid legal services at discounted pricing as low as $16 per month!
Trinity Credit Counseling
Helping people meet the challenges of effective personal money management has been the hallmark of our organization since 1994. During that time, we have worked with thousands in ways that extend far beyond our Debt Management Program. From community outreach and educational programs to expert counseling and self-help materials, we are proud of our service to individuals and families across the nation.
American Heritage Insurance Group
Special insurance discounts for Sharefax Members. Discounts on Home, Auto & Life Insurance.