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Dana Marie Ferrell - Ameriprise Financial Services

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1 reviews
+1 (206) 612-6898
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1400 112th Ave SE Ste 100
Bellevue, WA 98004
+1 (206) 612-6898
https://www.ameripriseadvisors.com

Dana Marie Ferrell - Ameriprise Financial Services in Bellevue, WA is a highly qualified financial advisory firm offering a wide range of services to individuals and small business owners. With a team of experienced professionals, they provide expert advice on asset management, estate planning, retirement planning, and investment strategies.

They have a comprehensive understanding of fiduciary practices and hold various certifications such as AAMS, ADPA, AEP, AIF, APMA, AWMA, BFA, CAP, CAS, CASL, CDFA, CEP, and CFA, ensuring that clients receive the highest level of expertise and guidance in their financial planning journey.

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Reviews

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1.01 reviews
Lisa M.
7/9/2024

Dana had purchased a brokerage in Yakima of which my father was a client. We had difficulty tracking down the documents for his 401k. when I found out that Dana had purchased the brokerage, I...

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Adam Guzek - Associate Financial Advisor, Ameriprise Financial Services, LLC

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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, Adam Guzek 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.
Joe Parent - Financial Advisor, Ameriprise Financial Services, LLC
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Joe Parent - Financial Advisor, Ameriprise Financial Services, LLC

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, Joe Parent 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.
Adam Costarella - Financial Advisor, Ameriprise Financial Services, LLC

Adam Costarella - Financial Advisor, Ameriprise Financial Services, LLC

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, Adam Costarella 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.
United States›Washington›Bellevue›Dana Marie Ferrell - Ameriprise Financial Services

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