Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the St Joseph, MI area, Dana Wales will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Details
Online appointmentsAvailable
Onsite servicesAvailable
Wheelchair accessible restroomAvailable
Location
Dana Wales - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Dana Wales - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does Dana Wales - Private Wealth Advisor provide?
Dana Wales offers Retirement Planning Strategies, Wealth Preservation Strategies, Tax Planning Strategies, and Estate Planning Strategies to help you achieve your financial goals.
Where is Dana Wales - Private Wealth Advisor, Ameriprise Financial Services located?
The office is located at 505 Pleasant St, Ste 200, St Joseph, MI 49085, USA.
How can I contact Dana Wales for financial advice?
You can reach Dana Wales by phone at +1 269-983-7555 or send an email to dana.l.wales@ampf.com.
Does Dana Wales offer online appointment options?
Yes, Dana Wales offers online appointments for client convenience.
Is the Dana Wales office wheelchair accessible?
Yes, the office has wheelchair accessible restrooms.
Which languages are supported at Dana Wales - Private Wealth Advisor?
Services are provided in English.
Are there other financial services nearby Dana Wales' office?
Yes, several nearby financial service providers include Wendy Mitchell - Ameriprise Financial Services, Steve Dirnberger - Financial Advisor, Brian Lee - Ameriprise Financial Services, and Wales & Associates - Ameriprise Financial Services.
What local eateries are near Dana Wales' office for a meal before or after your appointment?
Nearby restaurants include Tim's Too (Mongolian/Asian cuisine), Nardo's Pizza, Shue's Steakhouse, Kingfisher Cocktails & Tacos, and Schu's Grill & Bar, offering a variety of dining options.
Are there recreational or shopping spots near Dana Wales' office?
Yes, you can visit Third Coast Surf Shop for sporting goods, Vans for shoes, and Grins of St Joseph for clothing boutique shopping nearby.
Where can I find more information or schedule an appointment with Dana Wales online?
You can find more information and schedule appointments at Dana Wales' profile on Ameriprise's website: https://www.ameripriseadvisors.com/team/wales-wealth-management-group/financial-advice-team/dana.l.wales/