Investments, Financial Planning, Life Insurance, Retirement

What a mystery! What to do? Who to call? Where to go and who to trust?
Smart Financial Credit Union’s Investment Division can help you unravel the mysteries of planning for you and your family’s futures.  The Investment Division has strategically established relationships with qualified Financial Professionals located at the following branch locations:

  • Newcastle
  • Wayside
  • Conroe
  • Rayford
  • FM 1960
  • Kingwood
  • Sugar Land


For a NO-COST consultation with your local Representative, contact Member Services at 713-850-1600 to confirm which location and Financial Professional can help you with your investment needs.  Click here to find out more about the Investment Division and its products and services, access Financial Calculators, obtain Market Quotes and more!


Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA, SIPC and Registered Investment Advisor. Non-securities products and services are not offered through TFA. Securities are: *not NCUA insured, *not deposits, obligations of, or guaranteed by any credit union, *subject to investment risk, including the possible loss of principal amount invested. TFA, InNet Financial Group are not affiliated with Smart Financial Credit Union. LD38086-09/10