3 Best Financial Services in Odessa, TX

Stephen Wilson is an accomplished financial advisor at Raymond James Financial Services, Inc., with a wealth of experience spanning over 30 years in the financial services industry. As a Certified Financial Planner, Stephen has demonstrated a high level of technical expertise in financial planning, retirement plan analysis, tax planning, and estate planning. Additionally, he holds various securities licenses and has been awarded the prestigious Life Underwriting Training Council Fellow (LUTCF) designation. Stephen has held several leadership roles, including serving as the Guided Portfolio Manager (GPM) and Second Vice-President of Wealth Management. He is also actively involved in his community and serves as a Board Member of Meals on Wheels, Odessa. Moreover, Stephen is a member of UT Permian Basin's Business Advisory Committee, demonstrating his commitment to staying up-to-date with the latest developments in his field.

Teresa L Floyd is a Financial Advisor at Edward Jones in Odessa, Texas. Teresa believes in investing time in understanding her client's financial goals before making investment decisions. Regardless of whether they are saving for college, retirement, or securing their loved one's future, Teresa collaborates with her clients to develop personalized financial plans. She also offers monitoring services to track progress and make necessary adjustments. Furthermore, she welcomes working with her client's legal, accounting, and other professionals to create comprehensive strategies that leverage everyone's expertise. The firm has thousands of people and advanced technology supporting their office, so they can help you reach your long-term financial goals. Working closely with you and your CPA, attorney, and other professionals, she can help determine the most appropriate financial strategy for you and your family.

Clayton A Dennis is the expert financial planners at Primerica Financial Services in Odessa, Texas. He helps middle-income clients in the U.S., Canada, Puerto Rico, and Guam. Primerica Financial Services offers a complimentary and confidential Financial Needs Analysis (FNA) to help clients understand their financial situation and offer customized solutions to help achieve their financial goals. Primerica provides complimentary retirement income planning, mutual funds, and payroll deduction plans to its customers. Their solutions are designed to solve critical financial needs for clients at competitive prices. With 24/7 access to your account, you can track progress toward your goals and access self-service tools and additional financing options. With approximately 2.5 million client accounts, They offer the best solutions aimed to help families achieve their financial goals.