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. At the address of 1333 Stewart St Ste 1, Seattle, WA 98109, United States, this financial expert is dedicated to providing personalized guidance to individuals and families seeking to achieve their long-term financial objectives.

Main Services

• Financial Planning: Dale Donaldson offers comprehensive financial planning services, including retirement planning, estate planning, and tax planning.
• Investment Services: With a focus on investment solutions, Dale helps clients develop a customized investment strategy to meet their unique financial goals.
• Asset Management: Dale provides expert asset management services, including portfolio management, asset allocation, and investment portfolio rebalancing.
• Retirement Planning: Dale assists clients in creating a sustainable retirement income stream, ensuring a comfortable lifestyle in their golden years.
• Tax Planning: Dale offers tax planning services, helping clients minimize their tax liability and maximize their after-tax returns.
• Estate Planning: Dale provides expert estate planning services, including wills, trusts, and probate planning.
• Wealth Management: Dale helps high net worth individuals and families manage their wealth, creating a comprehensive wealth management plan tailored to their unique needs.

Location and Access

The office of Dale Donaldson is conveniently located at 1333 Stewart St Ste 1, Seattle, WA 98109, United States. This address is easily accessible by car, with ample parking available in the wheelchair-accessible car park. The office is also wheelchair-accessible, ensuring that all clients can enter the building with ease.

For those who prefer not to drive, public transportation is readily available, with several bus routes passing by the office. The nearest light rail station is the Stewart St Station, which is a short walk from the office.

Featured Characteristics

* Dedicated and Compassionate Service: Dale Donaldson is known for providing exceptional service to his clients, taking the time to understand their unique needs and goals.
* Expertise in Financial Planning: With years of experience in financial planning, Dale has developed a deep understanding of the complex financial landscape, enabling him to provide informed guidance to his clients.
* Personalized Approach: Dale takes a personalized approach to financial planning, tailoring his services to meet the specific needs of each client.
* State-of-the-Art Technology: Dale utilizes state-of-the-art technology to provide his clients with real-time market updates, financial analysis, and portfolio management tools.
* LGBTQ+ Friendly: Dale's office is LGBTQ+ friendly, ensuring that all clients feel welcome and supported throughout the financial planning process.

Practical Information

* Phone Number: 206-315-6256
* Website: ameripriseadvisors.com
* Email: Not available
* Hours of Operation: Monday to Friday, 8:00 AM to 6:00 PM
* Online Appointments: Available
* On-Site Services: Available
* Wheelchair-Accessible Entrance: Yes
* Wheelchair-Accessible Seating: Yes
* Wheelchair-Accessible Toilet: Yes

Opinions

As of now, there are no reviews available on Google My Business for Dale Donaldson's office. However, based on the expertise and services offered by Ameriprise Financial Services, LLC, it is likely that Dale's office will receive glowing reviews from satisfied clients in the future.

Average Opinion

Since there are no reviews available, the average opinion is 0/5. However, it is expected that as more clients experience Dale's exceptional service and expertise, the average opinion will improve significantly.