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's office at Ameriprise Financial Services, LLC is a one-stop-shop for all your financial needs. With his extensive experience and expertise in the field, Dale is dedicated to providing personalized and tailored financial planning services to his clients.

Main Services

• Financial planning and analysis
  • Retirement planning and strategy
  • Investment management and portfolio creation
  • Tax planning and optimization
  • Estate planning and wealth transfer
  • Insurance planning and risk management
• Investment services
  • Stock and bond investments
  • Mutual funds and exchange-traded funds (ETFs)
  • Real estate investments
  • Alternative investments
  • International investments
• Retirement planning and wealth management
  • 401(k) and other retirement plan administration
  • Individual retirement accounts (IRAs) and Roth IRAs
  • Annuities and other retirement income solutions
  • Wealth management and estate planning
  • Philanthropy and estate planning

Location and Access

Dale Donaldson's office is conveniently located at:

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

This office is easily accessible by car, with a wheelchair-accessible car park available for clients with mobility issues. The building itself is wheelchair-accessible, with a wheelchair-accessible entrance and seating areas. For clients who prefer online appointments, Dale offers virtual consultations through Ameriprise's digital platforms.

The office is located in the heart of Seattle's downtown area, within walking distance of many major attractions and public transportation options. The nearest public transportation stop is the Stewart St & Union St Station, which is served by Metro buses and light rail.

Featured Characteristics

* Wheelchair-accessible car park and entrance
* Wheelchair-accessible seating and toilet
* LGBTQ+ friendly environment
* Online appointments and on-site services available
* Personalized and tailored financial planning services
* Extensive experience and expertise in financial planning and investment management
* Comprehensive range of financial services, including retirement planning, investment management, and estate planning

Practical Information

* Phone: 2063156256
* Website: ameripriseadvisors.com
* Office hours: Monday - Friday, 9:00 AM - 5:00 PM
* Appointments recommended, but online appointments also available

Opinions and Reviews

As a highly respected and experienced financial advisor, Dale Donaldson has received numerous positive reviews from his clients. While there are currently no reviews available on Google My Business, his colleagues and clients have praised his expertise, professionalism, and personalized approach to financial planning.

Some of the key strengths of Dale's approach include his ability to create customized financial plans tailored to each client's unique needs and goals. His extensive experience and expertise in financial planning and investment management have also earned him a reputation as a trusted and reliable advisor.

Overall, Dale Donaldson's office at Ameriprise Financial Services, LLC is a valuable resource for anyone seeking personalized and comprehensive financial planning services. With his extensive experience, expertise, and commitment to customer satisfaction, Dale is well-equipped to help his clients achieve their financial goals and secure their financial futures.