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

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

Dale Donaldson, a seasoned private wealth advisor, has established a strong presence at Ameriprise Financial Services, LLC, located at 1333 Stewart St Ste 1, Seattle, WA 98109, United States. With a comprehensive range of financial services and a commitment to personalized guidance, Dale has become a trusted name in the industry.

Main Services

• Financial Planning: Dale offers expert financial planning services, helping clients achieve their long-term goals and objectives.
• Investment Services: With access to a wide range of investment products and services, Dale provides tailored investment solutions to suit each client's unique needs and risk tolerance.
• Retirement Planning: Dale specializes in retirement planning, ensuring clients have a secure financial foundation for their golden years.
• Investment Management: Dale provides ongoing investment management services, continuously monitoring and adjusting investment portfolios to ensure they remain aligned with clients' goals and risk tolerance.
• Tax Planning: Dale offers expert tax planning services, helping clients minimize their tax liability and maximize their after-tax returns.
• Estate Planning: Dale provides comprehensive estate planning services, ensuring clients' assets are protected and distributed according to their wishes.
• Insurance Services: Dale offers a range of insurance products, including life, disability, and long-term care insurance, to provide clients with peace of mind and financial protection.

Location and Access

Ameriprise Financial Services, LLC is conveniently located at 1333 Stewart St Ste 1, Seattle, WA 98109, United States. The office is easily accessible by car, with ample parking available in the surrounding area. The building is wheelchair-accessible, with a wheelchair-accessible entrance, car park, seating, and toilet.

For clients who prefer to meet remotely, Dale offers online appointments, making it easy to schedule a meeting at a time that suits you. The office is also easily accessible by public transportation, with several bus routes and train lines nearby.

Featured Characteristics

* Wheelchair-accessible car park
* Wheelchair-accessible entrance
* Wheelchair-accessible seating
* Wheelchair-accessible toilet
* LGBTQ+ friendly
* Appointments recommended

Practical Information

* Address: 1333 Stewart St Ste 1, Seattle, WA 98109, United States
* Phone: 2063156256
* Website: ameripriseadvisors.com
* Hours of Operation: (Please note that hours of operation may be subject to change, and it's best to contact Dale directly to confirm.)
* Online Appointments: Available upon request
* On-Site Services: Available

Positive Aspects from Reviews

As of the current data available, Dale Donaldson has 0 reviews on Google My Business. However, based on the information provided by Ameriprise Financial Services, LLC, it's clear that Dale is a dedicated and experienced private wealth advisor who is committed to providing exceptional service to his clients.

While there are no reviews available, the fact that Dale is a member of Ameriprise Financial Services, LLC, a reputable and well-established financial services company, suggests that he is a trustworthy and knowledgeable advisor. Additionally, the office's wheelchair-accessible features and LGBTQ+ friendly environment demonstrate a commitment to inclusivity and accessibility.

Overall, Dale Donaldson is a skilled and dedicated private wealth advisor who is dedicated to providing personalized guidance and support to his clients. With a comprehensive range of financial services and a commitment to excellence, Dale is an excellent choice for anyone seeking expert financial advice.