Investment & Insurance Services

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Investment & Insurance Services

Personal Investment Advisor

Joe Zandlo, EdD, Financial Advisor

Whether your goals include preparing for milestone life events like retirement or college, or whether you're simply looking for life, disability income, or long-term care insurance protection, Joe can give you a new level of attention, insight and capability.

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EasyVest™

Invest with as little as $200!*

EasyVest is designed to make investing simple and accessible with an automated system that constantly processes and analyzes live market data to optimize your portfolio based on your goals.

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SharePoint Credit Union has partnered with Access Softek Advisory Services LLC and DriveWealth LLC, a SEC-registered broker-dealer and member FINRA/SIPC, which are not affiliated with the credit union to provide this fee-based service. A $200 minimum opening deposit required to open an account; investors must be at least 18 years of age. An investment account is not insured by the NCUA or any government agency; is not an obligation of the credit union; is not guaranteed by the credit union; and involves investment risk and may lose value, including possible loss of principal.

*Securities and advisory services are offered through Mass Mutual Life Insurance Company (Mass Mutual) , a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through Mass Mutual or its licensed affiliates.

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

All investing involves risk including loss of principal.

No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio.