Financial Planners in Santa Maria

“Outstanding people! These people are the experts on helping you plan for your future! I highly recommend them for your retirement needs.
You won't be disappointed in the services they provide!
Very respectful, friendly, & knowledgeable. Thank you“

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“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.“

“Nothing but positive things to say about Monarch! It is a wonderful thing to settle into retirement and not have to worry about tomorrow financially. Highly recommend!“

“We have had the Ogden Wealth Management team handle our investments for over 16 years. Their entire staff and money managers treat you like a family that cares. Their investment strategies are spot on and successful. We feel safe in their hands.“