Level Wealth Management - Odessa (TX)

Lana Brush Wonderful company with excellent rates!!!!!

Kim Jago Sean McGrath and Fatima Aguirre are the best. Professional, caring, and attentive. I would highly recommend this team.

Mia Garcia Rosa was Very kind and understanding, and was able to get me approved for more than i originally expected. Very professional, 10/10!

Frances Henigman-Pethtel Daryl goes above and beyond for his clients. Glad to have an advisor that cares about me, my family and my financial well being as much as he does.

Crystal Dunn Update September 2023: I have continued to work with Ms Felicia for the past 2 years as I’ve gotten my business off the ground . She has been a Tremendous asset. Just recently, Mrs Felicia helped my business obtain a biz loan in the about of $75k. The process was so easily because I had been following her lead and guidance for the beginning. If you are in business and are seeking a consult, Mrs. Felicia should definitely be considered. She is amazing and very educated! Moore Financial services is amazing! Felicia provided me with invaluable information that has contributed to the ongoing success of by business. She is VERY knowledgeable in her field and her resources are phenomenal! I highly recommend this company if you are starting a business, rebranding or simply want to make sure that your business is setup properly.

kevin bynum Excellent customer service

Duane Puffer I have been using LPL for our retirement investment portfolio for 6 years or so. They have been an excellent asset to us. I highly recommend them to all my friends, family and coworkers. I was recommended by a co worker and thank him often.

Les Rutherford I know that none of us like change and I will be the first to tell you that I miss the good ol days of Citizens Bank. But, having said that, I want to take a moment to offer up some appreciation to Ashley, Veronica and the gang at the Happy Bank in Post. They have issues that are imposed on them from executives who sit in offices or spend way to much time on the golf course but as for me they have always done everything they possibly could, within those sometimes ridiculous guidelines, to make me glad I have remained a Citizens Bank, aka Centennial Bank, aka Happy State Bank customer

Gina Cypert I’ve factored my invoices with Riviera for a very long time . Desiree has always been pleasant and helpful with solving my issues. I would definitely recommend Desiree with Riviera Finance for all your factoring . She is great to work with.