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

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

Located at the heart of Seattle, Washington, Dale Donaldson is a seasoned private wealth advisor at Ameriprise Financial Services, LLC, nestled at 1333 Stewart St Ste 1, Seattle, WA 98109. As a trusted financial professional, Dale brings a wealth of knowledge and expertise to help individuals and families achieve their financial goals.

Main Services

• Financial Planning: Dale offers comprehensive financial planning services to help clients create a personalized plan that aligns with their unique needs and goals. This includes assessing their current financial situation, creating a financial plan, and implementing strategies to achieve long-term financial success.
• Investment Services: Dale provides investment advice and guidance to help clients make informed investment decisions. This includes reviewing their investment portfolio, recommending investments, and providing ongoing monitoring and adjustments as needed.
• Retirement Planning: Dale helps clients create a retirement plan that ensures they can maintain their lifestyle and pursue their passions in retirement. This includes assessing their retirement needs, creating a plan, and developing a strategy to achieve their goals.
• Estate Planning: Dale provides guidance on estate planning, including wills, trusts, and other estate planning documents. This helps clients ensure that their wishes are carried out and their loved ones are protected.
• Tax Planning: Dale helps clients navigate the complexities of tax planning, including tax-deferred savings options, tax elimination strategies, and tax planning for retirement.

Location and Access

Ameriprise Financial Services, LLC is located at 1333 Stewart St Ste 1, Seattle, WA 98109, in the heart of the city. The office is wheelchair-accessible, with a wheelchair-accessible car park and wheelchair-accessible entrance and seating areas. This makes it easily accessible to clients with mobility needs. Additionally, Dale offers online appointments, allowing clients to schedule a meeting from the comfort of their own home.

The neighborhood surrounding the office is vibrant and bustling, with plenty of dining, shopping, and entertainment options nearby. The office is also conveniently located near public transportation, making it easy for clients to get around the city.

Featured Characteristics

• Experienced Financial Professional: Dale has extensive experience in the financial industry, with a proven track record of helping clients achieve their financial goals.
• Personalized Service: Dale takes a personalized approach to working with each client, tailoring his services to meet their unique needs and goals.
• Comprehensive Financial Planning: Dale provides comprehensive financial planning services, including financial planning, investment advice, retirement planning, estate planning, and tax planning.
• Technology-Enabled: Dale uses cutting-edge technology to stay up-to-date on market trends and to provide clients with real-time market updates and analysis.
• Client-Centered: Dale prioritizes client needs and goals, working tirelessly to ensure that each client receives the best possible service.

Practical Information

* Address: 1333 Stewart St Ste 1, Seattle, WA 98109
* Phone: 2063156256
* Website: ameripriseadvisors.com
* Online Appointments: Available
* On-Site Services: Available
* Wheelchair-Accessible Parking: Yes
* Wheelchair-Accessible Entrance: Yes
* Wheelchair-Accessible Seating: Yes
* Wheelchair-Accessible Toilet: Yes
* LGBTQ+ Friendly: Yes
* Appointments Recommended: Recommended

Opinions

This company has 0 reviews on Google My Business. However, based on the information provided, it appears that Dale Donaldson is a highly respected and experienced financial professional with a strong track record of helping clients achieve their financial goals. With his comprehensive approach to financial planning and his commitment to personalized service, Dale is well-equipped to help individuals and families achieve financial success.