Discerning Wealth - Ameriprise Financial Services, LLC

(on utica ridge)
Financial and Investment Services in Davenport, IA
Financial and Investment Services

Location

5001 Utica Ridge Rd
Davenport, IA
52807

About

Serving you in these unprecedented times

During the current period of market pressure, we’re watching the markets closely and are committed to helping you navigate the cycles of volatility.
We believe it is important to stay focused on your financial goals and to make sound decisions based on current information, your long-term asset allocation and your risk tolerance. If you have concerns or questions about your portfolio or goals, let’s talk. Together we can determine what, if any actions, you can take. We’re available to connect with you as is most convenient during this time, including by phone or online.

Photos

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Latest

Low interest rates may be here to stay, but not for all financial products. Read what the Fed changed and how it may impact you. MARKETWATCH.COM The Fed has a new approach to inflation: What it means for your savings, credit-card debt — and your mortgage rate
Kingdom Advisors 18 hrs ·
The S&P 500 and NASDAQ have dipped below their 50-day moving averages. For both, these averages and recent highs may pose resistance over the coming weeks, particularly as markets grapple with a bitter election and mixed virus trends. #AmeripriseResearch
Pumpkin spice-flavored treats. Fall activities. The leaves turning. What’s your favorite part of fall?
Discerning Wealth would like to congratulate our Operations Specialist, Kristin Petersen, and her husband Neal as they celebrated their wedding anniversary last week!
Join us in congratulating, Aaron Sannes, as he and his family are celebrating the recent engagement of his son, Jack! They are so excited to welcome Paige into the family!
It’s a challenging market for homebuyers, but this guide can help you navigate the homebuying process. AMERIPRISE.COM 5 financials steps for home buyers
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
We recently wrapped up a 3 week long food and fund drive supporting the Northeast Iowa Food Bank Backpack Program. We are so grateful for all the food and monetary donations we received from our clients and team members! Our bin was overflowing with food items and we raised $1450. We are thankful for our partnership with the Northeast Iowa Food Bank as they help provide a large number of meals through the backpack program for children in several counties in Northeast Iowa.
October is National Cyber Security Awareness Month. This month and every month, it’s important to be alert and aware of threats to your investments and personal information. AMERIPRISE.COM 5 types of fraud to watch out for
Meet the newest Discerning Wealth team member, Dena Kenaga! We are so excited to welcome Dena to the team as a Client Concierge. Dena is married to her husband, Chris, and they have two sons, Aiden and Tyler. Join us in giving Dena warm welcome!
It’s open enrollment season for many employers. Here are some things to keep in mind as you evaluate your options for 2021. CNBC.COM Open enrollment is coming up — here’s what to watch out for
Is maxing out your 401(k) enough? For high earners, only saving up to the annual IRS contribution limit may not be enough to meet spending needs in retirement. FORBES.COM Here’s What Maxing Out Your 401(k) Could Get You In Retirement
On behalf of Discerning Wealth, we would like to congratulate Dena’s son, Aiden, on getting confirmed yesterday. What a great accomplishment!
Has the pandemic caused you to consider adopting a feline family member? Here’s a realistic picture of how much owning a cat may cost you. KIPLINGER.COM 12 Costs of Owning a Cat | Kiplinger
“Love one another. We don't need more instructions; we need more examples.” – Bob Goff, author of Love Does
The Discerning Wealth Staff is supporting their favorite teams in the office today! Who's excited for Big Ten football to start back up this weekend?
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
Please join us in congratulating Matt Halverson as he and his wife Libby tied the knot over the weekend! We are so happy for them and wish them a marriage full of happiness and joy!
Investors are looking past the presidential election and toward a future with a safe and effective COVID-19 vaccine, according to Ameriprise Chief Market Strategist David Joy. NEWSROOM.AMERIPRISE.COM Markets Overcome Two Significant Hurdles | Ameriprise Newsroom
Working toward your long-term financial goals starts with making the next right move.
We are smiling because it's Friday and our new Discerning Wealth apparel came in today! You can see us sporting our new apparel every Friday!
Reduce your expenses, focus on your total portfolio, and other tips for boosting retirement income in the era of low interest rates. KIPLINGER.COM Boost Your Retirement Income in 3 Steps | Kiplinger
In a new Ameriprise videocast, experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations. AMERIPRISE.COM Video: Insights for election and COVID-19 conditions
Join us in wishing our Client Concierge, Dena Kenaga, a very Happy Birthday! Enjoy your day, Dena! You deserve it!!
Recent market activity reflects new dynamics. Chief Market Strategist David Joy sums up prices, Q4 earnings and a potential stimulus package. NEWSROOM.AMERIPRISE.COM The Market Moving Power of Social Media and Commission Free Trading | Ameriprise Newsroom
From family to taxes, there are numerous factors to consider when planning where to live in retirement. What’s at the top of your location wish list? MONEY.USNEWS.COM The Most Tax-Friendly States to Retire
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
U.S. equities were down today. What are the key points to consider? Read this market commentary from #AmeripriseResearch. IMAGES.CONTENT.WMPSMKTG.COM images.content.wmpsmktg.com
Get the personalized advice you need to envision and build a confident financial future.

Information

Company name
Discerning Wealth - Ameriprise Financial Services, LLC
Category
Financial and Investment Services

FAQs

  • What is the phone number for Discerning Wealth - Ameriprise Financial Services, LLC in Davenport IA?
    You can reach them at: 563-344-9535. It’s best to call Discerning Wealth - Ameriprise Financial Services, LLC during business hours.
  • What is the address for Discerning Wealth - Ameriprise Financial Services, LLC on utica ridge in Davenport?
    Discerning Wealth - Ameriprise Financial Services, LLC is located at this address: 5001 Utica Ridge Rd Davenport, IA 52807.