How we work

Honored to be recognized

We are proud that Dean M. Donohue has been named to 3 industry publications’ top advisors lists for: Barron's Top 1,200 Financial Advisors, 2015-2017, 2019; Forbes Best-in-State Wealth Advisors, 2018-2019; and Financial Times 400 Top Financial Advisers list, 2016-2017, 2019. The rankings recognize advisors who provide clients with a high-quality experience and lead the way in the industry. It is an honor because Dean truly enjoys helping his clients achieve their goals. Thank you to our clients for your trust and the continued opportunity to work with you.

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Small Business
  • Insurance
  • Charitable Giving

Community participation

We are proud to serve our community in many ways. Following are a few of the organizations that are near and dear to our hearts.

Our videos

8 videos

Working with us

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect

  • Professional help in clarifying your financial goals and priorities
  • If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
  • Accurate information about our tailored solutions, including risks, benefits and costs

What to bring

  • A list of any questions you have regarding your current financial situation
  • Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
  • A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals