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Smart Financial Resources

 

 

Smart Financial Resources

  • Financial Planning
  • Retirement Planning
  • Teacher Retirement System Guidance
  • Brokerage Services
  • Mutual Funds / Annuities
  • Asset Management
  • College Savings Planning

Whatever your need, large or small, the Smart Financial Resources team of advisors are here to help!  Contact a Smart Advisor to schedule an appointment.

Securities offered through Cambridge Investment Research, Inc., a Broker-Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a registered Investment Advisor. Cambridge and Smart Financial are not affiliated. Non-deposit investment products are not NCUA insured, not Credit Union guaranteed and may lose value.

Investment Team

Robert “Bob” Lenertz

713-407-1742

blenertz@cambridgeresource.com

FINRA’s BrokerCheck

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