Lincoln Financial Advisors - Odessa (TX)

Liza Carrillo Shana is extremely knowledgeable and professional. She answered all our questions and was very patient with us and even stayed past closing time to ensure our coverage needs were met. Highly recommend!!!

Jacob Ba Ive worked with Peak Financial for over 6 years now. This isn’t just a top-notch financial advisor, it’s a relationship built on decades of trust and integrity. After serving my in-laws for over 30 years, I’ve now had the opportunity to experience firsthand the same honesty, professionalism, and personal care they always spoke so highly of. It’s clear that this isn’t just a business, it’s a reflection of values rooted in family, trust, and a true commitment to helping others succeed. I’m grateful to work with someone who takes such pride in doing what’s right and genuinely cares about the people they serve.

Matthew Hefti Traci Rannefeld was a huge help to me. She answered all my questions, was smooth, fast, worked hard to make everything convenient for me, and was all-around a great person to meet and work with to take care of important life and financial issues. She was kind and patient. I recommend her as a person to help anyone looking to take care of their insurance and financial planning needs.

TA Thank You so much to Isabelle and the manager there Maria, they are the best. Literally saved me from a previous loan with TitleMax that had too much interest. Don’t go nowhere else, come to Regional Finance first and get your life back on track. - Daniel Romero