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The majority owners are president Kathryn M. Dion and CEO Gary L. Robinson. The firm also has one minority owner in Gorham Savings Bank, a local community bank in Maine. The firm’s services include portfolio management, investment advice and financial … 10 Smart Financial Credit Union Branch locations in Houston, TX. Find a Location near you. View hours, phone numbers, reviews, routing numbers, and other info. Business Associate of Tata AIA Life Insurance. Advisory at Smart Way Financial Service. 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