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 Bellevue, WA area, Dana Marie Ferrell 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.
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Dana Marie Ferrell - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Dana Marie Ferrell - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does Dana Marie Ferrell offer as a financial advisor?
Dana Marie Ferrell offers services including domestic partner planning, retirement planning strategies, and saving for education, focusing on wealth preservation, women's financial strategies, tax planning, and retirement plan distribution.
Where is Dana Marie Ferrell's office located?
The office is located at 310 120th Ave NE, Ste 101, Bellevue, WA 98005, USA.
What are the business hours for Dana Marie Ferrell's office?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
Can I schedule an appointment online with Dana Marie Ferrell?
Yes, you can schedule an appointment online through the contact page on the Ameriprise website for Dana Marie Ferrell.
Does Dana Marie Ferrell offer services in languages other than English?
Dana Marie Ferrell offers services in English.
How can I contact Dana Marie Ferrell via phone or email?
You can contact Dana Marie Ferrell by phone at +1 425-477-4153 or by email at Dana.M.Ferrell@ampf.com.
What professional certifications or associations does Dana Marie Ferrell have?
Dana Marie Ferrell is associated with BFA, CLU, ChFC, and APMA certifications and associations.
Are there financial-related businesses near Dana Marie Ferrell's office that might be useful?
Yes, nearby financial-related businesses include Accounting Solutions Partners, Ferrell & Associates - Ameriprise Financial Services, LLC, Alden Capital Management, Leverage Planners, Scott Wigren - Raymond James, and Allegiance Wealth Management - Ameriprise Financial Services, LLC.
Which nearby real estate services could clients explore before or after meeting with Dana Marie Ferrell?
Clients might explore nearby real estate services such as Amy Alpeza Real Estate, Don Weintraub Real Estate Group, The Hao Dang Real Estate Team, NW Builders Group, and David Park Realty.
Are there any professional or corporate offices close to Dana Marie Ferrell's location that clients might find interesting?
Yes, nearby professional and corporate offices include Effectiveness Institute and Knowledge Anywhere Inc, which might be of interest to clients in related fields.