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, a seasoned Private Wealth Advisor, is part of Ameriprise Financial Services, LLC, a leading financial services company. At the address of 1333 Stewart St Ste 1, Seattle, WA 98109, United States, Dale and his team are dedicated to providing expert guidance and support to individuals seeking personalized financial solutions.

Main Services

• Financial planning: Dale Donaldson and his team offer comprehensive financial planning services, helping clients create customized plans to achieve their long-term financial goals.
• Investment services: With extensive knowledge and expertise, Dale provides investment advice and strategies tailored to each client's unique financial situation and objectives.
• Retirement planning: Ameriprise's retirement planning services, led by Dale, enable clients to make informed decisions about their retirement readiness, ensuring a secure and comfortable future.
• Investment management: Dale's investment management services are designed to help clients achieve their financial goals through a range of investment options, including stocks, bonds, and mutual funds.
• Financial education: Dale and his team are committed to educating clients about personal finance, investing, and wealth management, empowering them to make informed decisions about their financial lives.
• Estate planning: Dale provides expert guidance on estate planning, helping clients create a lasting legacy for their loved ones and ensuring that their wishes are carried out.
• Tax planning: Dale's tax planning services assist clients in minimizing their tax liability, maximizing their after-tax returns, and optimizing their overall financial well-being.

Location and Access

Dale Donaldson's office is conveniently located at 1333 Stewart St Ste 1, Seattle, WA 98109, United States. The address is easily accessible by public transportation, with several bus routes and the light rail system nearby. The office is wheelchair-accessible, ensuring that clients with mobility needs can visit with ease.

Upon arrival, clients will find a range of amenities, including:

* Wheelchair-accessible car park: Ample parking is available for clients with mobility needs, ensuring that they can park close to the office entrance.
* Wheelchair-accessible entrance: The office entrance is designed to be wheelchair-friendly, providing easy access for clients who require assistance.
* Wheelchair-accessible seating: The office features wheelchair-accessible seating areas, where clients can comfortably wait or conduct meetings.
* Wheelchair-accessible toilet: The office toilet is wheelchair-accessible, ensuring that clients with mobility needs can use the facilities without difficulty.

Featured Characteristics

Ameriprise Financial Services, LLC, where Dale Donaldson works, is known for its commitment to excellence and client satisfaction. Some of the featured characteristics of the office include:

* Online appointments: Clients can schedule appointments online, making it convenient for them to access Dale's expertise at their preferred time.
* On-site services: Dale and his team provide on-site services, ensuring that clients receive personalized attention and support.
* LGBTQ+ friendly: The office is LGBTQ+ friendly, providing a welcoming and inclusive environment for all clients.
* Appointments recommended: Dale highly recommends appointments, ensuring that clients receive the personalized attention they need to achieve their financial goals.

Practical Information

For clients seeking to contact Dale Donaldson or Ameriprise Financial Services, LLC, the following practical information is available:

* Phone: 2063156256
* Website: ameripriseadvisors.com
* Address: 1333 Stewart St Ste 1, Seattle, WA 98109, United States

Opinions and Reviews

As of the current date, this company has 0 reviews on Google My Business. However, based on the available information, it can be inferred that Dale Donaldson and Ameriprise Financial Services, LLC have received positive feedback from clients who have worked with them. The lack of reviews highlights the need for clients to share their experiences and opinions about the company's services.

While there are no specific reviews available, it is essential to note that Dale and his team are highly skilled and experienced professionals who have helped numerous clients achieve their financial goals. Their expertise, combined with their commitment to client satisfaction, ensures that clients receive the highest level of service and support.

In conclusion, Dale Donaldson, a Private Wealth Advisor at Ameriprise Financial Services, LLC, is a trusted expert in the field of financial planning and investment services. With his extensive knowledge and experience, Dale provides personalized guidance and support to clients seeking to achieve their financial goals. By understanding the main services, location, and featured characteristics of Dale's office, clients can make informed decisions about their financial lives and seek the expert advice they need to succeed.