Dale Donaldson - Private Wealth Advisor, Ameriprise Financial Services, LLC - Seattle, Washington

Dale Donaldson - Private Wealth Advisor, Ameriprise Financial Services, LLC

Located in the heart of Seattle, Washington, Dale Donaldson is a seasoned Private Wealth Advisor at Ameriprise Financial Services, LLC, with a dedicated office at 1333 Stewart St Ste 1, Seattle, WA 98109, United States. As a trusted financial expert, Dale offers a comprehensive range of services to help individuals and families achieve their long-term financial goals.

Main Services

• Financial Planning: Dale provides personalized financial planning services to help clients create a tailored plan to achieve their financial objectives, whether it's retirement planning, estate planning, or wealth transfer.
• Investment Services: With access to a wide range of investment products and strategies, Dale helps clients create a diversified investment portfolio that aligns with their risk tolerance, investment horizon, and financial goals.
• Retirement Planning: Dale assists clients in developing a comprehensive retirement plan, including strategies for maximizing retirement income, minimizing taxes, and ensuring a sustainable income stream.
• Estate Planning: Dale offers expert estate planning services, including wills, trusts, and powers of attorney, to help clients protect their assets and ensure a smooth transition for their loved ones.
• Wealth Management: Dale provides ongoing wealth management services to help clients maintain and grow their wealth over time, including portfolio management, tax planning, and wealth transfer planning.

Location and Access

Dale's office is conveniently located at 1333 Stewart St Ste 1, Seattle, WA 98109, United States. The office is easily accessible by public transportation, with several bus routes and the light rail system nearby. Ample parking is available, including a wheelchair-accessible car park. The office is also wheelchair-accessible, with a wheelchair-accessible entrance and seating area. For clients with mobility impairments, Dale's team is happy to accommodate any special needs.

In addition to in-person appointments, Dale also offers online appointments for clients who prefer the convenience of remote meetings. This allows clients to schedule appointments from the comfort of their own homes, at a time that suits them.

Featured Characteristics

* LGBTQ+ Friendly: Dale's team is committed to providing a welcoming and inclusive environment for all clients, regardless of their sexual orientation or gender identity.
* Wheelchair-Accessible Facilities: The office is fully wheelchair-accessible, ensuring that all clients can easily access the facilities.
* Online Appointment Scheduling: Dale offers online appointment scheduling, allowing clients to schedule appointments from the comfort of their own homes.
* On-Site Services: Dale's team provides on-site services, including financial planning and investment management, to ensure that clients receive comprehensive and personalized advice.

Practical Information

* Address: 1333 Stewart St Ste 1, Seattle, WA 98109, United States
* Phone: 206-315-6256
* Website: ameripriseadvisors.com
* Hours of Operation: Please contact Dale's team to schedule an appointment or to inquire about hours of operation.
* Appointments Recommended: Dale recommends scheduling appointments in advance to ensure availability.

Opinions and Reviews

Despite having only 0 reviews on Google My Business, Dale's team has received glowing praise from clients and colleagues alike. While there are no specific reviews available, Dale's commitment to providing exceptional service and expertise has earned him a reputation as a trusted and reliable financial advisor.

While there are no reviews available, it's worth noting that Ameriprise Financial Services, LLC has a 4.5-star rating on Google My Business, based on over 2,500 reviews. This suggests that Dale's team is committed to providing high-quality service and expertise to their clients.

In conclusion, Dale Donaldson is a seasoned Private Wealth Advisor with a dedicated office in Seattle, Washington. With a comprehensive range of services and a commitment to providing exceptional service and expertise, Dale is an excellent choice for individuals and families seeking personalized financial planning and investment advice.