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Best Financial Advisors in Odessa

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1201 W Illinois Ave, Midland, TX 79701
Midland, TX 79701

Foreman Financial is a wealth management firm that serves the Odessa metro and nearby communities. The firm caters to corporate executives, business owners, retirees, and families. It also offers special services for female investors in different stages of life, including wealth transfer, wealth and investment management, legacy planning, and banking and lending solutions. The firm's principal, Kevin Foreman, has over 20 years in the industry and serves on the board of directors of Keep Midland Beautiful.

1201 W Illinois Ave, Midland, TX 79701
Midland, TX 79701

Website(432) 620-9555

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.9 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

1330 East 8th Street, Odessa, TX 79761
Odessa, TX 79761
  • Estate Planning
  • Certified Financial Planner (CFP)

For more than 40 years, Retire West Texas has been providing financial solutions to individuals, families, and businesses throughout the Odessa metro. It focuses on retirement income planning, insurance planning, tax retirement strategies, risk management, and estate planning. Joe Allbright, the owner of Retire West Texas, has been helping clients navigate complex financial matters since 1975. He is a member and past president of the West Texas Association of Insurance and Financial Advisors.

1330 East 8th Street, Odessa, TX 79761
Odessa, TX 79761

Website(432) 550-4500

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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