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Dana Belliel - Financial Advisor in Comstock Park, MI

Dana Belliel

Financial Advisor

5.0
(3)
As an experienced financial advisor with my career spanning over 25 years, I have gained the tools and knowledge that allow me to partner with my clients to help them set priorities and achieve their goals. I take great pride and satisfacti...... Show More
Location & Business Hours
Business Hours
Wed
8 AM to 5 PM
Thu
8 AM to 5 PM
Fri
8 AM to 12 PM
Overall Ratings
5.0
(3)
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Reviews from Web
  • 5.0
    google
    D
    Danielle S
    Posted on May 12th, 2018 12:00 AM
    At a young age Dana Quick had taught me how important investments truly are! She came in to my high school Economics class and taught us some terminology and how to pick stock, etc. I have investments through here and wouldn't want to be anywhere...
    read more
  • 5.0
    google
    R
    Rosanne K
    Posted on May 12th, 2018 12:00 AM
    Dana will give you personal attention and friendship along with her financial experience.
  • 5.0
    google
    P
    Patrick E
    Posted on May 12th, 2018 12:00 AM
    Our family could not be happier with our decision to use Dana Quick for all of our financial planning needs.
  • 3 of 3
    About
    As an experienced financial advisor with my career spanning over 25 years, I have gained the tools and knowledge that allow me to partner with my clients to help them set priorities and achieve their goals. I take great pride and satisfaction working with my clients through the investment decisions that go hand in hand with their most important life events. Growing up in an agricultural community taught me the meaning and importance of hard work, honesty and integrity. In 1998, I obtained the first of many securities licenses. While still in college, I had the good fortune and was blessed to work as an apprentice to a very successful financial advisor. That opportunity and training allowed me to become a financial advisor with Choice One, where I gained even more knowledge and experience. By 2006, I achieved my personal and professional goal of becoming a financial advisor with Edward Jones. I soon assumed responsibility for the first office in Comstock Park, MI. In 2014, I attained another goal when I purchased the commercial building where my office is located.I am dedicated to community and education, volunteering locally in my free time. I served as president of the Sparta Chamber of Commerce for 15 years, and I am a board member of the Sparta Community Works Events and a founding member of Sparta's Michigan Apple Fest. I am a strong advocate of our schools, working in the classroom, as well as teaching, on behalf of Junior Achievement.I am a passionate person, with a lot of "loves" in my personal life. I am an avid kitchen hobbyist with canning and baking among my favorites. I enjoy the country life and all that goes with it. I especially like gardening, farming, and, of course, pets. I am married to the man of my dreams, but of all my "loves", my greatest joy and pleasure is being mom to my two children and my bonus daughter.In the office with me is Anne Hoyt. She started here in March of 2023. She joined the firm in 2018 and holds a B.S in business administration from Ferris State University.With the continued growth of our business, we added another member to our team, as well. Terrie Keeney works with us remotely from the St. Louis area. She has been with the firm for over 10 years and has a B.A in behavioral science. As a team, we pride ourselves on our priorities which are faith, family and Edward Jones.
    Specialities
    Divorce Finances
    Business Retirement Plans
    Domestic Partner Finances
    Retirement Savings Strategies
    Estate & Legacy Strategies
    Portfolio Reviews
    Spending Time with Family
    Outdoor Enthusiast
    View All
    55
    /850
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    FAQs
    Here are some Frequently Asked Questions about Dana Belliel
    What organization is Dana Belliel associated with?
    Dana Belliel is associated with Edward Jones.
    What is Dana Belliel’s work email address?
    Dana Belliel’s professional email address is d**********l@e**********.com. You can also email Dana Belliel by clicking on the contact Dana Belliel.
    Where is Dana Belliel based out of?
    Dana Belliel’s primary location is Comstock Park, MI.
    What is Dana Belliel's phone number?
    Dana Belliel's phone number is (616) 784-9622
    What is Dana Belliel's title??
    Dana Belliel is a Financial Advisor.