Investments

    Work with someone you can trust.

    At Smart Financial Credit Union, we want to make sure you’re getting the most out of life. We know that developing a plan for you and your family’s future can be difficult. We are here to help you navigate through all of the financial choices you have and help you get where you want to be today, 12 months from now, or 12 years from now.

    That’s why Smart Financial Credit Union and Smart Financial Resources* are working together to help you with your investment and insurance needs. Smart Financial Resources is focused on your needs and your financial goals. We’ll get to know you, explore the options available to you, and help you make smart investments for today, and your future.

    Services available through Smart Financial Resources include, but are not limited to:

    • Financial Planning
    • Retirement Planning
    • TRS Retirement 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 you with a variety of insurance and investment needs. You can count on us for what is right for you.

    Please contact a Smart Financial Resources Advisor to schedule an appointment and discuss your goals.

    *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 product are not NCUA insured, not Credit Union guaranteed and may lose value.

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