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Terry Dworaczyk - Private Wealth Advisor, Ameriprise Financial Services, LLC
2605 South Miller Street, Santa Maria, California, United States
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About the Terry Dworaczyk - Private Wealth Advisor, Ameriprise Financial Services, LLC
Terry Dworaczyk is a Private Wealth Advisor at Ameriprise Financial Services, LLC located in Santa Maria, California. With a focus on providing personalized financial planning and investment management services, Terry helps clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your children's education, or building wealth for the future, Terry is dedicated to helping you navigate the complexities of the financial world. Contact Terry Dworaczyk at 2605 South Miller Street to schedule a consultation and start planning for a brighter financial future.
Photos of Terry Dworaczyk - Private Wealth Advisor, Ameriprise Financial Services, LLC
2605 S Miller St Ste 104, Santa Maria, CA 93455, United States
Opening hours of Terry Dworaczyk - Private Wealth Advisor, Ameriprise Financial Services, LLC
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Terry Dworaczyk - Private Wealth Advisor, Ameriprise Financial Services, LLC
"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."
"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"
"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."
"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."
"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."
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