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Terry Dworaczyk - Ameriprise Financial Services, Incorporated
- Financial Services
- Santa Maria, CA
About this business
The advisor listed is an Ameriprise financial advisor in Santa Maria. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident RetirementA approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable... read more
Location details
2605 S, Miller St Ste 104, Santa Maria, CA, 93455, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
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 th... read more
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 ... read more
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.
Frequently asked questions about Terry Dworaczyk - Ameriprise Financial Services, Incorporated
How is Terry Dworaczyk - Ameriprise Financial Services, Incorporated rated?
Terry Dworaczyk - Ameriprise Financial Services, Incorporated has a 4.2 star rating with 10 reviews.
When is Terry Dworaczyk - Ameriprise Financial Services, Incorporated open?
Terry Dworaczyk - Ameriprise Financial Services, Incorporated is open now. It will close at 6:00 p.m.
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