Dana Margiotta Frellick - Morgan Stanley

Services Offered

• Financial Planning
• Investment Management
• Retirement Planning
• Wealth Accumulation

About

Dana Margiotta Frellick is a financial advisor based in Bloomfield Hills, Michigan, providing financial planning and investment guidance to clients in the area. She offers a range of services including retirement planning, investment management, and wealth accumulation strategies. Dana focuses on helping individuals and families achieve their financial goals through personalized strategies tailored to their unique situations. Her practice is dedicated to fostering long-term relationships with clients, ensuring they receive ongoing support and advice as their financial needs evolve.

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