Financial Planners in Santa Maria

“Daniel seems to care about his clients. I went to a couple of his seminars to understand this particular annuity he offers.
The minimum to start with is $20,000. It could be good in some circumstances. But depending on how much you put in, and how much you draw out monthly, you could potentially drain your account. If you're saving your money for retirement for later in life, this may not be for you.
You could opt out of the income rider.
Don't let the $20,000 scare you off,
He has other vehicles to offer, that may fit your needs a little better.“

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“Vanita is very knowledgeable and answered every question I had about my options for a financial plans and insurance. Highly recommend taking time to visit with her.“

“Aaron and the Monarch Team have illustrated an elevated level of professionalism through a variety of financial services and have been very timely with responses.“

“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.“

“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.“