Dan Mihaescu, CFP

Approach
As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.

Areas of Focus
Retirement Income Strategies
Tax Planning Strategies
Cash Flow Management Strategies
Domestic Partner Planning
Investments
Family Finances
Retirement Planning Strategies
Insurance

I am licensed and registered to conduct business in MI. Based on licenses and registrations I hold, I may also conduct business in AZ, CA, FL, GA, IL, MD, MN, NV, OH, SC, TX, and WA.

Working Together
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

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.

Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.