Looking for a financial advisor/planning that does NOT also sell insurance, investment opportunities etc. Does that even exist?
Jeri Y. replied:
Our Ameriprise Advisor doesn't. He just manages our portfolio. He's a really strong Christian! Maybe he can recommend someone in your area. His name is Terry L Dworaczyk and his number is 805.938.9724. We've been really happy with him and have been with him for about ten years or more.