Dana Conway – Ameriprise Financial Services, Inc.



Website


?cid=IP local yext?w=image


Phone

(262) 641-4100

Address

400 N Executive Dr Ste 110,
Brookfield, WI 53005

Executive Center VI

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Description

Family Finances, Retirement Planning Strategies, Tax Planning Strategies,

The advisor listed is an Ameriprise financial advisor in Brookfield. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor’s clients. Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids, home improvement, travel, or other needs and dreams, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I’ll take the time to listen and understand your goals, and help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. That’s why now, more than ever, you need a plan.

Open Hours

Mon – Fri. 8:30 Am – 5:00 Pm
Sat – Sun. Closed

Found on Facebook

Dana L. Felton, Brookfield, Wisconsin. 70 likes | 2 talking about this. Associate Financial Advisor at Ameriprise Financial Services, Inc.

Please join us for Session 2 of Aging with Dignity. We will be covering the important and sometimes difficult discussions with loved ones wrapped around long-term care decisions. You need not have been present for Session 1 to attend. RSVP today!

Heard of “voluntourism?” It’s a trend that combines a vacation with volunteer service. If you’ve tried it, where have you gone and would you recommend it?

Please join me for this complimentary, panel discussion and Q&A session to explore long-term care decisions and options for ourselves and our loved ones. There is a lot to consider! Bring a friend! Hurry, seats are filling!

Hosting this year’s 4th of July BBQ? Here are some ideas to help you keep costs down.

See the July issue of Milwaukee Magazine, page FS.2-3! Seven years and running for the Five Star Wealth Manager Award. Congrats Carol Busche on the practice’s recognition!

Ameriprise Mid America Women Advisors’ Retreat, Chicago!

Last Friday, we volunteered at the Waukesha Salvation Army, making and distributing lunches for the summer lunch program in support of the Ameriprise National Day of Service. Many thanks to all who participated!

We’re participating in the Ameriprise National Day of Service and helping solve hunger in our community by making and distributing lunches for the Salvation Army of Waukesha’s Summer Lunch Program for kids on June 19. Interested in joining us? Let me know.

We use dollars every day yet we know so little about them. Here are some fun facts.

Some good reminders on how to help keep your personal information safe.

What do you want done with your online accounts after you’re gone? You can now set a “legacy contact” to carry out your wishes.

We’re expanding our efforts to help alleviate childhood hunger by adding a day of service. Won’t you please join me at the Salvation Army of Waukesha to help serve lunches to the kids who need it right here in our own back yard?

Join me and Ameriprise Financial in our support of Wounded Warrior Project. Help us honor and empower those who’ve sacrificed so much to protect our freedom. Learn more at www.woundedwarriorproject.org/programs

Happy Mother’s Day to all the hard-working, deserving Moms. We learn so much from them. What has your mother taught you about money?

Thank you ladies for sharing this special morning with us on Saturday!.

Found on Google Plus

dana conway financial advisor image image image

Financial Planning, Investments, tax planning, retirement planning, education planning.
Dana R Conway Financial Advisor.

110, Brookfield, WI 53005.
(262) 641-4100

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