Terry Dworaczyk - Private Wealth Advisor, Ameriprise Financial Services, LLC - Santa Maria, California

Terry Dworaczyk es un asesor de patrimonio privado de Ameriprise Financial Services, LLC, con sede en Santa Maria, California. Su dirección es:

2605 S Miller St Ste 104, Santa Maria, CA 93455, United States.

Para contactarlo, puede llamar al teléfono 8059389724 o visitar su sitio web en ameripriseadvisors.com.

Especialidades y características

Como asesor de patrimonio privado, Terry ofrece servicios de planificación financiera y servicios de inversión. También ofrece citas en línea y servicios en sitio, lo que lo hace accesible para personas con discapacidad.

Su consultorio está equipado con instalaciones accesibles para personas con discapacidad, incluyendo un estacionamiento para vehículos con discapacidad y una entrada y baño accesibles.

Opiniones y calificaciones

Esta empresa tiene 10 reseñas en Google My Business con una calificación promedio de 4.2/5.

Información recomendada

Para personas que buscan servicios de planificación financiera y servicios de inversión, Terry Dworaczyk es una excelente opción. Su experiencia y conocimientos en el campo de la finanza pueden ayudar a las personas a alcanzar sus objetivos financieros.

Además, su ubicación en Santa Maria, California, lo hace accesible para personas que viven en la zona.

Palabras clave principales

Financial planner, Investment service, Private wealth advisor, Financial planning, Investments, Financial advisor, Wealth management, Financial services

👍 Reviews of Terry Dworaczyk - Private Wealth Advisor, Ameriprise Financial Services, LLC

Don B.

5/5

Terry Dworaczyk’s Ameriprise financial services is a very wholesome, friendly and professional group. Terry is a super nice guy, very precise, caring, and the most knowledgeable financial strategist I have ever known. Other financial experts will show their predictive future growth charts with an investment return of 10% or higher. But somehow, with rambling explanations, never hit the mark. Terry, on the other hand, aimed for 12% annual growth, and actually achieved 14% for us over the past two years that we’ve been with them. This is absolutely amazing! Especially for a struggling economy. Meagan is a friendly, helpful and knowledgeable lady that takes her job serious, going the extra mile to make sure everything is done accurately. Kristy is a very beautiful young lady, with great customer service and organizational skills, that always has a smile for everybody. We are so happy to have found this group and fully intend to use their services for years to come.

Connie W.

5/5

Terry and his staff are amazing! We are not very savvy when it comes to investments but Terry takes his time with us and ensures we leave educated and informed. His knowledge of the markets and how to apply them to wealth management and growth make us feel like we could not be in better hands. We highly recommend Terry to all our friends and family.

Marsha S.

5/5

Terry and his team are focused on customer service from the moment they pick up the phone or the moment you walk through their doors. Terry keeps up to date on the markets and is knowledgeable in all financial planning areas. We are confident we made the right decision in choosing Terry.

Sandra S.

1/5

We are a couple who were referred to Denise Valente in 2009 and even though our portfolio amount was small, we were elated with her work ethic and passion for her job.
Unfortunately she had to retire in 2016 due to health issues and half her clientele was purchased by Terry Dworaczyk.
We are sorry to say that Terry did not maintain anywhere near the level of attentiveness to our account that we had previously enjoyed.
If you’re not a millionaire, look elsewhere for a planner who will guard your investment with the expertise you deserve.
Former Arroyo Grande residents

Lisa T.

5/5

Terry has been extremely helpful with even the smallest detail of my financial planning. Although I am sure my account is far from his largest, he makes the time to review my accounts personally. The staff always make me feel welcome and well cared for.

Anthony P.

1/5

My experience with Terry Dworaczyk was unfortunately a bad financial decision on my part as Terry indicated he doesn't review my accounts periodically as he does large investors because there is no financial incentive for him. My account never increased in value over 4 years mainly due to continues fees charged by Terry/Ameriprise, therefore do your homework prior to contacting this office.

Jenn W.

5/5

Terry is very thorough and provides superior advice for the price paid. You won't find another advisor more compassionate and ready to help you achieve your financial dreams.

Megan D.

5/5

I feel so confident about my financial future after leaving our appointments!