We're Dedicated to Protecting Your Financial Future

About Us

Our mission is to provide personalized financial solutions—so you're secure, prepared, and confident in every season of life.

From Humble Beginnings to Global Leadership

Meet Clara and discover how we help clients build lasting wealth, plan for retirement, and secure their legacy.

Founded by Clara Odiwo in Magnolia, Texas, Excelcope Financial Services LLC began with a simple mission: to help families and professionals take control of their finances with clarity and confidence. Over the years, we've grown from a small advisory practice to a trusted name in wealth management, retirement planning, estate strategy, and insurance services.

We believe financial planning should be accessible, understandable, and empowering. That’s why our clients trust us—not just for products, but for partnership.

98%

Client Satisfaction

75

Combined Years of Team Experience

10,000+

Financial Plans Delivered

1450

Happy Clients

12

Service Categories

14

Years of Experience

120

Professional Agents & Partners

What people say about us.

Here are comments from our beloved clients

“They helped me set up retirement and protect my income—without confusion. Highly recommend!”

STANLEY INGLEY

“Thanks to Clara’s team, my investments are finally working for me, not against me.”

AMANDA BURTON

(845) 705-8743

Phone Number

6606 FM 1488 Rd, Ste 148-109, Magnolia TX 77354

Location

clara.odiwo@excelcope.com

E-mail Address

Clara Odiwo's Account

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