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 Brookfield, WI area, Dana Lee Felton 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 Lee Felton - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Dana Lee Felton - Private Wealth Advisor, Ameriprise Financial Services, LLC
What is the full name and business affiliation of this financial advisor?
The advisor is Dana Lee Felton, a Private Wealth Advisor with Ameriprise Financial Services, LLC.
Where is Dana Lee Felton's office located?
The office is located at 175 N Patrick Blvd, Suite 100, Brookfield, WI 53045, USA.
What are the office hours for Dana Lee Felton's financial advisory services?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
Which services does Dana Lee Felton offer?
Services include Charitable Giving, Domestic Partner Planning, and Employee Stock Options.
What specialties does Dana Lee Felton focus on?
Specialties include retirement planning strategies, investment management, tax planning, estate planning, financial strategies for LGBTQ couples and families, and more.
Can I book an appointment online with Dana Lee Felton?
Yes, online appointments can be scheduled through the provided Ameriprise advisors contact page.
What languages does Dana Lee Felton speak?
Dana Lee Felton communicates in English.
Which nearby financial service providers are close to Dana Lee Felton's office?
Nearby financial service providers include David Stuart - Ameriprise Financial Services, Carol L Busche - Private Wealth Advisor, Brandon Andreasen - Ameriprise Financial Services, and Starboard Financial Group.
Are there nearby insurance agencies close to Dana Lee Felton's office?
Yes, nearby insurance agencies include Aflac, Diversified Insurance Services, Transition Health Benefits & Affordable Health Insurance Agency, and Nationwide Mutual Insurance Company.
What local amenities or businesses can clients visit near Dana Lee Felton's office?
Clients may find related professional services such as legal assistance at Lebell Dobroski & Morgan Attorneys At Law, education and event services at Learning Exchange, and home security solutions from ADT Security Services nearby.