Here’s The Deal: Stephen Wilson is a Financial Advisor at Raymond James Financial Services, Inc. in Odessa, Texas. With over 30 years of experience in financial services, including earning the Life Underwriting Training Council Fellow designation, he brings extensive expertise to his role. While at Smith Barney, he served as Guided Portfolio Manager and Second Vice President of Wealth Management. Stephen Wilson holds numerous securities licenses, including Series 3, 6, 63, 65, 7, 9, 10, and Group 1. He completed his BS in Chemistry from the University of Texas Permian Basin and pursued graduate work at the University of Houston in Business/Finance. Raymond James Financial Services, Inc. is home to approximately 3600 independent advisors across the nation who specialize in providing tailored solutions for individual financial needs. The team at Raymond James Financial Services, Inc. is characterized not only by their extensive experience but also by their disciplined planning, attentive insight, and analytical capabilities. They strive to serve as your trusted financial partner, helping you make informed decisions and ensuring that every financial matter is thoroughly addressed.
3 Best Financial Services in Odessa, TX
Expert recommended Top 3 Financial Services in Odessa, Texas. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 STEPHEN WILSON - RAYMOND JAMES FINANCIAL SERVICES, INC. REVIEWS
Stephen is so wonderful to work with. My wife and I are just starting out in investing. Stephen has been very patient and helpful. He has taken special care to walk us through the steps to set up our retirement accounts and a college fund for our daughter. I know that we are a really small account in the world of investing, but Stephen has made us feel important every step of the way.
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![TERESA L FLOYD - EDWARD JONES Odessa Financial Services TERESA L FLOYD - EDWARD JONES Odessa Financial Services](https://threebestrated.com/images/TERESALFLOYDEDWARDJONES-Odessa-TX.jpeg)
Here’s The Deal: Teresa L. Floyd has enjoyed a successful tenure as a financial advisor at Edward Jones, utilizing her expertise to assist clients effectively. As an Edward Jones financial advisor, she emphasizes the importance of understanding your unique journey before investing your money. Working closely with your CPA, attorney, and other professionals, she can help you determine the most appropriate financial strategy for you and your family. Teresa L. Floyd is also accepting new clients and serving clients for $250,000. Her branch office administrator, Hilda Munoz, is committed to providing you with the highest level of service. Please feel free to reach out to her with any questions concerning your statement, stock certificates, or your account in general. With the support of thousands of people and advanced technology, Edward Jones is dedicated to helping you achieve your long-term financial goals.
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TOP 3 TERESA L FLOYD - EDWARD JONES REVIEWS
The best investment firm and Edward Jones is the best financial planner.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![CLAYTON A DENNIS - PRIMERICA FINANCIAL SERVICES Odessa Financial Services CLAYTON A DENNIS - PRIMERICA FINANCIAL SERVICES Odessa Financial Services](https://threebestrated.com/images/CLAYTONADENNISPRIMERICAFINANCIALSERVICES-Odessa-TX.jpeg)
Here’s The Deal: Clayton Dennis is one of the leading financial consultants at Primerica in Odessa, Texas. He chose to become a Primerica Financial Representative to assist his neighbors, the residents of Odessa, and the surrounding communities in achieving their financial and life goals through personalized investment strategies. His highest priority is to create value and peace of mind for his clients. 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. Whether you are interested in financial services, investment services, or term life insurance, the team at Primerica can assist you in finding financial solutions that meet your needs.
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TOP 3 CLAYTON A DENNIS - PRIMERICA FINANCIAL SERVICES REVIEWS
Primerica Financial Services provides best financial planning service. I recommended.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.