Smart Financial Inc. provides personalized service backed by expertise.
Your trusted source for your insurance and financial solutions.
Smart Financial Inc. is all about helping you work smarter, not harder, with your insurance. We’re also focused on making accounting services such as bookkeeping and tax services simple, as they should be. If you think smart like us, you’ve come to the right place!
We think smarter so you don’t have to work harder.
Woman-Led Insurance Agency
Quick, Personalized Quotes
We Speak English, Spanish, and Portuguese
Customer Service Comes First
Accurate, Affordable Coverage
Who we are are where we’re going.
Carla Alves began Smart Financial Inc. with the focus of helping individuals, independent professionals, and business owners find the insurance solutions they need to protect what’s most important. In fact, the meaning behind our name is based on making smarter goals: specific, measurable, achievable, realistic, and anchored within a time frame to evaluate and readjust. Backed by extensive experience and a dedication to customer service, you can count on Smart Financial to help you get the insurance that covers your unique needs. In addition, we also provide accounting services for individuals and businesses, including bookkeeping and tax preparation.
Why choose us?
As an independent insurance agency, we are committed to understanding who you are and what your needs are to properly protect against the risks you face. We know no two situations are the same, and neither should your insurance coverage. That’s where we come in, helping you find options and guiding you to make smart, informed decisions on your insurance. Because in the end, your future and your finances are important. You can count on us to help you every step of the way!
The Advantage of an Independent Agency Working for You
What makes our independent agency different?
- Personalized insurance solutions.
- Friendly, knowledgeable service.
- Building trusted relationships.
Get the power of choice when it comes to finding the right insurance for your situation. We offer a wide variety of policies and price points to choose from.
Rely on us to simplify the insurance process, from advising you on your risks and solutions, to advocating on your behalf to the insurance company.
Count on us to be there for you every step of the way with personable and professional service so you always have the right coverage for your insurance needs.
Request an Insurance Quote
As an independent agency, we are here to help you find the right coverage.
Get a Quote
It only takes a minute to get started.
- Fill out the form, we’ll be in touch.
- Go over your options with an agent.
- Get the coverage you need.