Hanley & Wells Financial Group

Hanley & Wells Financial Group Hanley & Wells Financial Group
A financial advisory practice of Ameriprise Financial Services, LLC

Hanley & Wells Financial Group
A financial advisory practice of Ameriprise Financial Services, LLC

Let us help you build and preserve your wealth with a personalized investment strategy. With our experience providing ongoing financial advice and asset management strategies, we can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your

risk tolerance. Our goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media

Geopolitical events can create short-term market volatility, but they rarely require you to rethink your long-term finan...
04/10/2026

Geopolitical events can create short-term market volatility, but they rarely require you to rethink your long-term financial plan.

Let’s connect if you’d like to review your investment portfolio’s risk profile or discuss other investment strategies in light of the recent uncertainty.

Explore 5 key signals investors should watch as developments in the Middle East unfold.

Tax season tip 💡​If you had significant medical or dental expenses last year, some out‑of‑pocket costs may be deductible...
04/02/2026

Tax season tip 💡​

If you had significant medical or dental expenses last year, some out‑of‑pocket costs may be deductible — and could help lower your overall tax bill.​

While filing:​
✅ Gather receipts for qualifying medical visits, procedures, or treatments​
✅ Review whether expenses exceed the applicable threshold for deduction

03/31/2026

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference b...
03/27/2026

An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference beyond your lifetime. https://bit.ly/3wxrbaD

Your income is the engine that powers your lifestyle and goals. Protecting it means protecting your future. Let’s connec...
03/26/2026

Your income is the engine that powers your lifestyle and goals. Protecting it means protecting your future. Let’s connect to discuss solutions that help keep your plans moving forward.

Tax season reminder 📅​You may still be able to make certain retirement contributions for last year before Tax Day — pote...
03/26/2026

Tax season reminder 📅​

You may still be able to make certain retirement contributions for last year before Tax Day — potentially lowering your taxable income and supporting long‑term goals.

If you plan to pass on your wealth to loved ones upon your death, the estate planning process can help you reduce the im...
03/23/2026

If you plan to pass on your wealth to loved ones upon your death, the estate planning process can help you reduce the impact of taxes on your assets. https://bit.ly/3wxrbaD

03/21/2026

Market volatility can often be uncomfortable. To help provide some perspective on today's market activity, read today’s After the Close from .

By setting your own estate plan, you can avoid going through probate – a court process that would release your records p...
03/20/2026

By setting your own estate plan, you can avoid going through probate – a court process that would release your records publicly. https://bit.ly/3wxrbaD

Adjusting your portfolio doesn’t have to result in triggering taxes. Let’s explore solutions that can give you flexibili...
03/19/2026

Adjusting your portfolio doesn’t have to result in triggering taxes. Let’s explore solutions that can give you flexibility and control. Connect with me to get started.

Tax season reminder 📋​Your charitable donations — from cash to clothing — may be deductible and could help lower your ta...
03/19/2026

Tax season reminder 📋​

Your charitable donations — from cash to clothing — may be deductible and could help lower your taxable income.

Address

6515 Longshore Loop STE 400
Dublin, OH
43017

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

Telephone

+16147263401

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