Dana Wales - Private Wealth Advisor, Ameriprise Financial Services, LLC
About the Business
Dana Wales - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 505 Pleasant Street, St. Joseph, Michigan, United States. Dana Wales holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Dana Wales specializes in providing expert advice in asset management, investment strategies, estate planning, retirement planning, and financial planning for individuals, retirees, small business owners, and high net worth clients. Dana Wales is committed to providing comprehensive and personalized financial services to help clients achieve their financial goals.
Photos
Location & Phone number
505 Pleasant St Ste 200, St Joseph, MI 49085, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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