3 Best Financial Services in Odessa, TX

“Clayton Dennis wanted to help his neighbors with their financial goals with a personalized investment strategy. His highest priority is to create value and peace of mind for his clients. He prides himself on providing excellent customer service to each person who walks through his office doors. Clayton Dennis strives to treat each customer the way he wants to be treated—with respect and integrity. He welcomes Odessa residents to call or visit his office to see how he can help them achieve their financial goals and dreams. Primerica Financial Services offers a complimentary and confidential Financial Needs Analysis (FNA) to help clients understand their financial situation and provide customized solutions to achieve their financial goals.”

“Teresa L Floyd. Edward Jones financial advisor for over 20 years. She develops a strategy designed to help you achieve your long-term goals. She emphasizes the importance of understanding each client's journey and investing time in understanding her clients' financial goals. Regardless of whether they are saving for college, retirement, or securing their loved ones' 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 clients' legal, accounting, and other professionals to create comprehensive strategies that leverage everyone's expertise. Edward Jones has thousands of people and advanced technology supporting their office, so they can help you reach your long-term financial goals.”

“2026 Update: Nicklaus D Webster earned his master’s degree in wealth and risk management from Texas A&M University School of Law. He is a Certified Financial Planner, a Certified Exit Planning Advisor, and an Accredited Asset Management Specialist. He provides Comprehensive wealth management, Estate Planning, Taxes, and Retirement Strategies. He works in Edward Jones where they personally help you to build your wealth with confidence. They provide customized investment portfolio and provide perfect investment choices.”