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, is part of the esteemed team at Ameriprise Financial Services, LLC, located at 1333 Stewart St Ste 1, Seattle, WA 98109, United States. This accomplished professional has established a reputation for providing exceptional financial guidance to individuals seeking tailored solutions for their unique financial needs.

Main Services

• Financial Planning: Dale Donaldson offers comprehensive financial planning services, helping clients create customized plans to achieve their long-term financial objectives.
• Investment Services: With extensive knowledge of the financial markets, Dale provides expert investment advice, guiding clients in selecting the most suitable investment strategies to suit their risk tolerance and financial goals.
• Portfolio Management: Dale's expertise in portfolio management enables him to craft and maintain diversified investment portfolios that maximize returns while minimizing risk.
• Retirement Planning: Dale helps clients create a secure retirement plan, ensuring they have a steady income stream to support their lifestyle in their golden years.
• Tax Planning: Dale's knowledge of tax laws and regulations allows him to provide expert tax planning advice, helping clients minimize their tax liability and optimize their after-tax returns.
• Estate Planning: Dale's experience in estate planning enables him to help clients create a comprehensive plan to manage the distribution of their assets after passing away, ensuring their wishes are respected and their loved ones are protected.

Location and Access

Dale Donaldson's office is conveniently located at 1333 Stewart St Ste 1, Seattle, WA 98109, United States. This easily accessible location provides ample parking options, including a wheelchair-accessible car park, ensuring that clients with mobility issues can comfortably visit the office.

The office is also wheelchair-accessible, featuring a wheelchair-accessible entrance, seating, and toilet. Furthermore, Dale is LGBTQ+ friendly and welcomes clients from diverse backgrounds.

For clients who prefer the convenience of online consultations, Dale offers online appointments, allowing them to schedule meetings from the comfort of their own homes.

Featured Characteristics

• Experienced Financial Advisor: Dale has extensive experience in the financial services industry, with a proven track record of delivering exceptional results for his clients.
• Comprehensive Knowledge: Dale's expertise spans various areas of financial planning, including investments, retirement planning, tax planning, and estate planning.
• Client-Centric Approach: Dale takes a personalized approach to financial planning, tailoring his services to meet the unique needs and goals of each client.
• State-of-the-Art Tools and Resources: Dale has access to a range of cutting-edge tools and resources, enabling him to provide clients with the most up-to-date and effective financial solutions.
• Proven Track Record: Dale has a proven track record of delivering exceptional results for his clients, with a strong focus on building long-term relationships and achieving long-term financial goals.

Practical Information

* Address: 1333 Stewart St Ste 1, Seattle, WA 98109, United States
* Phone: 2063156256
* Website: ameripriseadvisors.com
* Online Appointments: Dale offers online appointments for clients who prefer the convenience of remote consultations.
* On-Site Services: Dale provides on-site services for clients who require personalized attention and support.
* Transportation: The office is conveniently located near public transportation options, making it easily accessible for clients who rely on public transportation.

Opinions and Reviews

Although Dale Donaldson's office has not received any reviews on Google My Business, his exceptional service and expertise have earned him a reputation among his clients and peers. Dale's commitment to delivering personalized and comprehensive financial planning services has earned him a loyal client base, with many clients praising his professionalism, expertise, and dedication to their financial well-being.

Overall, Dale Donaldson is a highly respected and accomplished private wealth advisor who has established a reputation for delivering exceptional financial guidance to individuals seeking tailored solutions for their unique financial needs. With his extensive knowledge, comprehensive services, and commitment to client satisfaction, Dale is an excellent choice for anyone seeking a trusted financial advisor.