Savings | Financial Services

Jeffrey Riesenfeld is a financial services professional with Strategic Financial Group, LLP, a general agency of Massachusetts Mutual Life Insurance Company (MassMutual). Jeff is now working with Transtar members to help you achieve your financial goals through products and services not previously available through credit union referral*.

Jeff's normal hours in our offices are every Friday from 8 a.m. to noon at the Williams Tower Branch on Level 20, and from 1 to 5 p.m. at the 290 Main Office. Outside of those hours, Jeff is available by appointment by calling him directly at 281-381-4220.

Planning for your financial needs is more than picking investments.  It's about liquidity, risk management, retirement planning, estate analysis, tax minimization strategies, and more.  Picking the right investments can help you achieve your goals - and your dreams.
 
You can choose to work alone.  Working with someone who knows the industry, who can offer tax reduction strategies, and who has access to other professional resources can be a real advantage in the pursuit of your goals.  Transtar FCU offers comprehensive financial services in the Houston area through the financial advisors of Strategic Financial Group, LLP.
 
Strategic Financial Group, LLP professionals offer:

• Investment Planning
• Estate Analysis
• Tax Strategies
• Mutual Funds
• Retirement Planning
• Asset Allocation Strategies
• Education Tuition Planning
• ROTH IRAs
• Life Insurance
• Disability Income Insurance
• Annuity Products
• Long Term Care Insurance
• Trust Services
• 401(k) / Pension Rollovers

You and your family can benefit from the services offered by these professionals.  Please contact us at 832-201-0190 for more information.

*Not a Credit Union deposit or obligation. Not guaranteed by any Credit Union. Not NCUA-insured. Not insured by any government agency. May go down in value. Insurance is offered through Massachusetts Mutual Life Insurance Company (MassMutual) and other fine companies. Jeffrey A. Riesenfeld is a Registered Representative of and offers securities and investment advisory services through MML Investors Service, LLC, Supervisory Office: 3 Greenway Plaza, Suite 1800, Houston, TX 77046, 713-402-3800. Transtar Federal Credit Union is not a subsidiary or affiliate of MassMutual, MML Investors Service, LLC or Strategic Financial Group, LLP or any of their affiliated companies.

Don't hesitate to contact us online, give us a call at 832.201.0190 or stop by one of our branch locations for more information.