Personal Banking

Investment Services

SharePoint Credit Union is a cooperative owner of CU Companies, which is the parent company to CU Preferred Investment Services. CU Preferred provides investment services exclusively to Credit Union members. This cooperative relationship gives SharePoint members access to:

  • Financial Management
  • Insurance Planning 
  • Minimizing Income Taxes - now and upon retirement
  • Investment Planning - accumulating wealth, increasing your rate of return on investments, asset allocation
  • College Education Planning - future costs, financial aid calculations
  • Retirement Planning - when can you afford to retire, rollovers, medical insurance costs

Contact SharePoint Credit Union today at (952) 930-0700 and explore your investment options.

Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Investments are: Not FDIC/NCUSIF insured. May lose value. Not financial institution guaranteed. Not a deposit. Not insured by any federal government agency. Cetera is under separate ownership from any other name entity. SharePoint CU is located at 3670 Aquila Ave. S, St. Louis Park, MN 55426, 952-930-0700.

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SharePoint Credit Union - 5300 Hyland Greens Drive, Bloomington, MN 55437
NMLS #527701