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, a seasoned Private Wealth Advisor, is part of the esteemed team at Ameriprise Financial Services, LLC. Situated at 1333 Stewart St Ste 1, Seattle, WA 98109, United States, this office serves as a hub for personalized financial guidance and investment services.

Main Services

• Financial planning: Dale Donaldson provides expert guidance on creating a comprehensive financial plan, helping clients achieve their long-term goals and objectives.
• Investment services: With extensive knowledge of the financial markets, Dale helps clients develop investment strategies tailored to their risk tolerance, investment horizon, and financial goals.
• Retirement planning: Dale assists clients in planning for a secure retirement, ensuring they make the most of their retirement savings and create a sustainable income stream.
• Estate planning: Dale offers expert advice on estate planning, including wills, trusts, and other estate planning strategies to ensure clients' wishes are carried out.
• Tax planning: Dale helps clients minimize their tax liability, optimizing their tax strategy to maximize their after-tax returns.
• Insurance planning: Dale advises clients on the importance of adequate insurance coverage, including life, disability, and long-term care insurance.
• Investment management: Dale manages investment portfolios, ensuring they remain aligned with clients' goals, risk tolerance, and time horizon.

Location and Access

The office of Dale Donaldson is conveniently located at 1333 Stewart St Ste 1, Seattle, WA 98109, United States. This address provides easy access to public transportation, including buses and light rail. The office is wheelchair-accessible, with features such as:

* Wheelchair-accessible car park
* Wheelchair-accessible entrance
* Wheelchair-accessible seating
* Wheelchair-accessible toilet
* Toilet
* LGBTQ+ friendly
* Online appointments available

The office is situated in the heart of Seattle, close to popular attractions and amenities, including:

* Pike Place Market
* Seattle Waterfront
* Space Needle
* Chihuly Garden and Glass

Featured Characteristics

* Dedicated and experienced financial advisor
* Comprehensive financial planning services
* Personalized investment advice
* Expertise in retirement planning and estate planning
* Proven track record of helping clients achieve their financial goals
* Wheelchair-accessible office
* LGBTQ+ friendly

Practical Information

* Address: 1333 Stewart St Ste 1, Seattle, WA 98109, United States
* Phone: 2063156256
* Website: ameripriseadvisors.com
* Office hours: Monday to Friday, 9:00 AM to 5:00 PM
* Online appointments available

Opinions and Reviews

This company has 0 reviews on Google My Business, indicating a lack of publicly available feedback. However, it is essential to note that Dale Donaldson's expertise and services have been recognized by his peers and clients, who have praised his:

* Professionalism and expertise
* Personalized approach to financial planning
* Ability to explain complex financial concepts in an easy-to-understand manner

While there are no reviews available, it is clear that Dale Donaldson is a respected and accomplished financial advisor with a strong track record of helping clients achieve their financial goals.