Terri Wooldridge - Thrivent

Services Offered

• financial advice
• investment management
• insurance solutions
• banking services
• generosity programs

About

Terri Wooldridge is a financial advisor based in Monterey, California, affiliated with Thrivent, a membership-owned holistic financial services organization. She provides a range of services including financial advice, investment management, insurance solutions, and banking services. Terri is dedicated to helping clients make the most of their financial resources through personalized guidance and generosity programs. Her practice primarily serves individuals and families in the local community, focusing on their unique financial needs and goals.

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