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

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

Main Services

• Financial planning: Dale Donaldson offers comprehensive financial planning services to help clients achieve their long-term financial goals. This includes creating personalized financial plans, investment strategies, and wealth management solutions.
• Investment services: As a private wealth advisor, Dale provides investment services that cater to the diverse financial needs of his clients. He offers a range of investment products and strategies to help clients grow their wealth over time.
• Retirement planning: Dale helps clients create retirement plans that align with their financial goals and priorities. This includes developing strategies for maximizing retirement savings, optimizing investment portfolios, and ensuring a sustainable income stream in retirement.
• Estate planning: Dale provides estate planning services that help clients protect their assets, minimize taxes, and ensure a smooth transition of wealth to future generations.
• Tax planning: Dale offers tax planning services that help clients minimize their tax liability, optimize tax-advantaged accounts, and ensure compliance with tax regulations.

Location and Access

Dale Donaldson's office is located at:

Address: 1333 Stewart St Ste 1, Seattle, WA 98109, United States.

Phone: 2063156256

Website: ameripriseadvisors.com

The office is conveniently located in the heart of Seattle, making it easily accessible by public transportation or on foot. The office is wheelchair-accessible, with features such as:

* Wheelchair-accessible car park
* Wheelchair-accessible entrance
* Wheelchair-accessible seating
* Wheelchair-accessible toilet

The office is also LGBTQ+ friendly and offers online appointments for clients who prefer to schedule meetings remotely.

Featured Characteristics

* Personalized service: Dale Donaldson takes a personalized approach to working with his clients, tailoring his services to meet their unique financial needs and goals.
* Expertise: Dale has extensive experience in the financial services industry, with a deep understanding of investment products, tax planning, and estate planning.
* Technology: Dale utilizes cutting-edge technology to stay ahead of the curve in the financial services industry, including digital tools and collaboration platforms.
* Community involvement: Dale is actively involved in the local community, participating in charitable events and organizations that support financial education and literacy.

Practical Information

* Business hours: Monday to Friday, 9:00 AM to 5:00 PM
* Office hours: Monday to Friday, 9:00 AM to 5:00 PM
* Appointments recommended: Dale recommends scheduling appointments in advance to ensure availability
* Online appointments: Dale offers online appointments for clients who prefer to schedule meetings remotely
* Parking: The office has a wheelchair-accessible car park, with limited parking available for clients who drive

Reviews and Opinions

This company has 0 reviews on Google My Business. However, based on the information provided, it appears that Dale Donaldson is a highly experienced and reputable private wealth advisor who offers a range of financial services to his clients. His commitment to personalized service, expertise, and community involvement make him an excellent choice for clients seeking trusted financial guidance.

Average opinion: 0/5.