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Dan Dougherty


Financial Advisor
A private wealth advisory practice of Ameriprise Financial Services, LLC
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

I’m Here to Guide You

Navigating the complexities of business retirement planning, succession planning, and legacy creation requires a tailored approach. For business owners and individuals alike, I am here to guide you through each step. I understand the importance of aligning your retirement plan with your business goals, aiming for a seamless transition through effective succession planning. Together, we’ll craft a strategy that is aligned with your goals and also protects the legacy you wish to leave behind. 

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Are you protecting what matters most?

To achieve your financial goals and preserve your assets, it’s important to prepare for the unexpected. Whether health, life, disability, income or long-term care insurance, we suggest solutions and coverage levels to suit you and your needs. Whatever life sends your way, you can feel better knowing you are protecting yourself and your loved ones.