Monterey Custom Wealth Management

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Terri Wooldridge is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Monterey, CA make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Terri Wooldridge is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Ramona, CA make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.

Aubuchon Tax & Financial Services, located in Monterey, CA, provides comprehensive financial advisory and investment services through various affiliated firms, including Osaic Wealth Inc. They are members of FINRA and SIPC, ensuring a commitment to regulatory standards in their financial practices. The firm offers a range of services from brokerage to investment advisory, supported by a network of reputable financial professionals. Clients can access information about their advisors' professional histories through FINRA's BrokerCheck platform, emphasizing transparency and trust in their financial dealings. Generated from the website