"I've been working with Teraca for approx. 3 years. With her I don't feel it's as much about the money and the amount I can afford to invest as it is planning for a happy future. We've been creating a bucket list! She reminds me of what I set as my goals, what's important to me and we revisit this and make adjustments every time we meet. She allows me flexibility so I don't over extend myself. She genuinely cares and will answer any questions I have. She is professional and easy to talk to. I highly recommend her to anyone interested in planning for your future."
“Thank you Teraca and Virag for your awesome service and attention. With appreciation,”
“We have been working with Teraca for three years now and really appreciate both her knowledge and her personality. Over the past six months we have made two significant changes in our savings and debt reduction plans, both as a result of our discussions with Teraca. Thanks Teraca for the gentle manner in which you lead us to consider new options and opportunities.”
Sandi and Pat G.
“We have been meeting with Teraca to establish financial stability for retirement. Teraca is approachable, friendly and non-judgemental. She explains everything thoroughly with a professional manner. We have no doubt in recommending Teraca to our friends.”
“I would like to express my appreciation for the excellent service Teraca has been providing to me in the last few years. Her honesty and integrity is what you expect from a financial advisor. She has always been consistent on keeping me up to date with my portfolio; always available to discuss any questions or act on requests. I am looking forward to work with her in the years ahead.”
“My wife and I came to Teraca to discuss our options for future financial planning. As a young couple we appreciated her patience and being genuinely interested in our goals. We have been absolutely delighted with her service and highly recommend her for all ages.”