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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Dee E. Edwards III CFP, CRPC, CHFC, RICP

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United States
Hudson, OH
Dee E. Edwards III CFP, CRPC, CHFC, RICP

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Financial Advisor, Certified Financial Planner™ with Ameriprise Financial Services, LLC

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11/02/2026

Tax-loss harvesting doesn’t need to be a one-off, year-end event. Contact me to discuss a timeline and/or strategy that best suits your needs.

10/31/2026

U.S. equities were down today. What are the key points to consider? Read this market commentary from .

10/30/2026

Is your Medicare coverage still working for you?

The coverage that fit your needs a few years ago may not be the best fit today.

Learn when you can make changes and what to consider as you review your options.

Get answers to common questions about changing your Medicare benefits.

10/29/2026

The recent rise in the 10-year Treasury yield is making headlines, but what does it actually mean for investors? Whether you're evaluating opportunities in fixed income or considering the impact on your broader portfolio, I can help put today's market environment into perspective.

Understand what this key benchmark is, what’s driving the rise and how it could influence your investments.

10/28/2026

If you have questions about how shifting interest rates and an uncertain inflation outlook could affect your investment portfolio, let’s connect.

Higher inflation readings have unsettled investors, but the broader picture may be more encouraging than the headlines suggest.

10/28/2026

Investment gains can add up over time. So can tax savings. Tax deferral helps keep more of your money invested and working toward your goals year after year.

Contact us and let's talk about what’s possible.

10/26/2026

Many investors are asking whether today's AI boom resembles past market bubbles. While no one can predict exactly how the current cycle will unfold, history offers valuable perspective.

If you have questions about how today's AI market trends could affect your financial strategy, let's connect. I can help position your investment strategy for both opportunities and potential market surprises.

History offers some interesting clues.

10/23/2026

If something feels off, pause before you act.

Today’s scams can look surprisingly legitimate, making them harder to spot — and the financial impact can be significant.

Knowing the warning signs is one way to help protect your financial life and the plan you’ve worked hard to build.

Stay ahead of bad actors by learning how to spot the top threats of 2026.

10/22/2026

Getting ready to enroll in Medicare?

Understanding your deadlines, coverage options and potential costs can help you approach the process with more confidence.

Review the key steps — and common mistakes to avoid — before you sign up.

A step-by-step guide to enrollment.

10/21/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

Address

1315 Corporate Drive, Ste A
Hudson, OH
44236

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+13306502550

Website

https://www.ameripriseadvisors.com/dee.edwards/

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