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Dana Wales Ameriprise Financial Advisor

Dana Wales

CFP® 
Private Wealth Advisor 
Franchise Owner
WALES & ASSOCIATES
Dana Wales Ameriprise Financial Advisor
  • 269.983.7555
  • dana.l.wales@ampf.com
  • Introduce Me

News & Featured Insights

How to be confident in your retirement income plan
Year-end tax strategies that could save you money
What to watch for in 2020
Market Update
Why downside protection is critical in your portfolio
Holiday spending as a gauge of consumer financial health

View more Insights

Tax (6)
  • All (59)
  • Markets & Economy (21)
  • Retirement (19)
  • Personal Finance & Investing (17)
  • Insurance & Estate (2)
  • Education & Career (2)
  • Tax (6)
Tax

Know before you file: 4 changes to 2019 taxes

Explore key facts you should know before you file your 2019 taxes. Read More »
Tax

Year-end tax strategies that could save you money

It’s not too late to reduce your 2019 tax bill. Here are four ideas that can help you. Read More »
Tax

A smart tax strategy for volatile markets

Find out how selling an investment at a loss can reduce your tax liability. Read More »
Tax

5 tax-saving moves to make before age 70 1/2

Find out how to keep more of your investment income. Read More »
Tax

How tax diversification can fuel your savings goals

A tax-diversified portfolio may help further your savings goals. Read More »
Tax

2 ways to reduce your taxes for 2018 and in retirement

Are you taking advantage of two savings vehicles? Read More »
Market Perspectives
  • Before the Bell - December 12
  • Weekly Markets Commentary - December 09
  • Perspectives from Columbia Threadneedle - December 05
  • After the Close - December 03
  • Economic Views Brief - November 15
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Market Data
269.983.7555
dana.l.wales@ampf.com
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Dana Wales is licensed and registered to conduct business in MI.

Based on licenses and registrations I hold, I may also conduct business in CT, OH, FL, MA, OR, MO, DC, MT, NM, CO, GA, AR, UT, NE, WA, IL, AZ, TN, IN, KY, TX, NC, CA, KS, NJ, WI, VA.

CA Insurance #0B91000

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  • Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Ameriprise advisors receive compensation for financial advisory services in the form of commission and fee.
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