3 Best Financial Services in Odessa, TX

“Clayton Dennis wanted to help his neighbors with their financial and life 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.”

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“Teresa L. Floyd develops a strategy designed to help you achieve your long-term goals. She emphasizes the importance of understanding each client's journey before making investment decisions. Teresa believes in investing time in understanding her clients' financial goals before making investment decisions. 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.”

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“Stephen Wilson has been tested and has obtained a high level of technical understanding in areas of financial planning, including retirement plan analysis, tax planning, and estate planning. He has over 30 years of experience in financial services, including receiving the Life Underwriting Training Council Fellow (LUTCF) designation. During his tenure at Smith Barney, he held the titles of Guided Portfolio Manager (GPM) and Second Vice President of Wealth Management. Stephen has numerous securities licenses, including Series 3, 6, 63, 65, 7, 9, and 10, as well as Group 1 (Life, Health, and Accident Insurance). Raymond James Financial Services, Inc. is comprised of approximately 4,800 independent advisors from coast to coast who provide individual solutions specifically for individual financial needs.”

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