Dan Dougherty, Financial Advisor

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Dan Dougherty, Financial Advisor Financial Advisor, Ameriprise Financial Services, LLC

Atlantic Wealth Planning Group
A private wealth advisory practice of Ameriprise Financial Services, LLC

7 Oak Hill Terrace Suite 214
PO Box 468
Scarborough ME, 04074-1801

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

10/15/2026

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.

Use these final months to reassess your budget, review life insurance coverage, and ensure your asset allocation still m...
09/28/2026

Use these final months to reassess your budget, review life insurance coverage, and ensure your asset allocation still matches your long term timeline. A comprehensive Q4 checkup allows you to celebrate the progress you made this year while entering the new year with momentum and confidence.
https://bit.ly/4Au7UHk

The inbox is cleared, the desk is organized, and the weekend plan is set. Reaching the end of a productive week always f...
09/25/2026

The inbox is cleared, the desk is organized, and the weekend plan is set. Reaching the end of a productive week always feels great.
https://bit.ly/46LpFo1

The arrival of spring brings a fresh sense of momentum and growth. As nature resets, it serves as a great reminder to ch...
09/22/2026

The arrival of spring brings a fresh sense of momentum and growth. As nature resets, it serves as a great reminder to check in on your personal and professional goals for the year ahead. Clear out the clutter, evaluate your progress, and set a clear path forward for the months ahead.
https://bit.ly/4yW56RY

Ready to evaluate your current financial strategy and check for hidden blind spots? Contact us today to schedule a compl...
09/16/2026

Ready to evaluate your current financial strategy and check for hidden blind spots? Contact us today to schedule a complimentary, no-obligation consultation to discuss your financial future.
https://bit.ly/4xvkvaF

Q4 is the crucial window for tax loss harvesting, reviewing required minimum distributions, and evaluating charitable gi...
09/15/2026

Q4 is the crucial window for tax loss harvesting, reviewing required minimum distributions, and evaluating charitable giving strategies. Offsetting gains with realized losses or leveraging smart gifting tactics can help lower your overall tax burden. Reviewing these moving parts now gives you the flexibility to adjust before the calendar turns.
https://bit.ly/4dxOYNV

09/15/2026

Here’s why today's bond market may offer compelling income opportunities for investors, according to Ameriprise Financial Fixed Income Strategist Brian Erickson.

As a Marine, today is a quiet moment of reflection. We honor the innocent lives lost on September 11 and remember the ex...
09/11/2026

As a Marine, today is a quiet moment of reflection. We honor the innocent lives lost on September 11 and remember the extraordinary bravery of the first responders who ran toward danger. We also pay tribute to the military personnel who stepped up in the years that followed to defend our nation.

Happy Labor Day!
09/07/2026

Happy Labor Day!

Labor day honors the dedication and effort that build strong communities and driving industries forward. It takes hard w...
09/04/2026

Labor day honors the dedication and effort that build strong communities and driving industries forward. It takes hard work and steady discipline to build a successful career or business. Take time this weekend to relax, recharge, and celebrate the accomplishments you have achieved over the past year.
https://bit.ly/4yie0IO

Address

10 Plaza Drive Ste 105
Scarborough, ME
04074

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

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