Eaton Family CU Financial Planning

For more than 10 years, Eaton Family Credit Union has partnered with
Sharon Mazur of Blue Line Financial Services, Inc. to provide our members professional financial planning services.

Sharon provides financial guidance for:

  • 401(k) and IRA rollovers
  • Life Insurance
  • Traditional and Roth IRAs
  • Annuities
  • Mutual Funds
  • Stocks and Bonds

Since 2002, Sharon has focused her career on retirement and financial planning. She holds a Series 7 securities license, as well as a Series 63 and Life, Health & Disability Insurance registrations. She also is an Investment Advisor Representative.

If you are interested in speaking with Sharon, she can be reached Monday - Thursday at 216-621-4440.

Sharon's office is located in Downtown Cleveland and she's able to meet at our Euclid main branch on Babbitt Road by appointment.

 

Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under seperate ownership from an other named entity. Insurance products are offered through various insurance companies associated with Eaton Family Credit Union. The insurance products are not federally insured, but obligations of or guranteed by the Eaton Family Credit Union or any affiliated entity and involve investment risk, including potential loss of principal.


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