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 a convenient address in the heart of Seattle, Washington. With a strong focus on delivering personalized financial guidance, Dale provides expert investment services to individuals seeking to achieve their long-term financial goals.

Main Services

• Financial Planning: Dale offers comprehensive financial planning services, helping clients create customized plans to achieve their financial objectives, whether it's retirement planning, estate planning, or wealth transfer planning.
• Investment Services: With a deep understanding of the markets, Dale provides investment guidance, recommending a range of investment options to suit each client's unique needs and risk tolerance.
• Retirement Planning: Dale helps clients create a sustainable retirement plan, ensuring they can enjoy their golden years with financial security and peace of mind.
• Wealth Management: Dale's wealth management services are designed to help high-net-worth individuals and families manage their wealth effectively, ensuring their assets grow over time.
• Estate Planning: Dale provides expert estate planning services, helping clients create a plan that ensures their wishes are carried out after they're gone.
• Tax Planning: Dale offers tax planning services, helping clients minimize their tax liability and maximize their after-tax returns.
• Insurance Planning: Dale provides insurance planning services, recommending insurance solutions to protect clients' assets and ensure their financial well-being.
• Philanthropy Planning: Dale helps clients create a philanthropic plan, enabling them to make a positive impact on their community while achieving their financial goals.

Location and Access

Dale Donaldson's office is located at:

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

Phone: 2063156256

Website: ameripriseadvisors.com

The office is conveniently situated in the heart of Seattle, with easy access to public transportation, including buses and light rail. The surrounding neighborhood is known for its vibrant atmosphere, with a variety of restaurants, shops, and entertainment options nearby.

Featured Characteristics

• Online Appointments: Dale offers online appointments, making it convenient for clients to schedule meetings from the comfort of their own homes.
• On-Site Services: Dale provides on-site services, ensuring clients receive personalized attention and support in a comfortable and secure environment.
• Wheelchair-Accessible Car Park: The office has a wheelchair-accessible car park, ensuring that clients with mobility impairments can easily park and access the building.
• Wheelchair-Accessible Entrance: The entrance to the office is wheelchair-accessible, providing easy access for clients with mobility impairments.
• Wheelchair-Accessible Seating: The office has wheelchair-accessible seating, ensuring that clients can comfortably wait or meet with Dale.
• Wheelchair-Accessible Toilet: The office has a wheelchair-accessible toilet, providing easy access for clients with mobility impairments.
• LGBTQ+ Friendly: Dale's office is LGBTQ+ friendly, ensuring that all clients feel welcome and supported.
• Appointments Recommended: Dale recommends appointments in advance, ensuring that clients can schedule meetings at a time that suits them.

Practical Information

• Business Hours: The office is open Monday to Friday, 8:00 AM to 6:00 PM, with extended hours available by appointment.
• Parking: Parking is available in the adjacent car park, with a flat rate of $10 per hour.
• Public Transportation: The office is easily accessible by public transportation, including buses and light rail.
• Accessibility: The office is wheelchair-accessible, with ramps and elevators providing easy access for clients with mobility impairments.
• Language Support: Dale speaks multiple languages, including English, Spanish, and Mandarin, ensuring that clients can communicate effectively.

Reviews and Opinions

Unfortunately, this company has 0 reviews on Google My Business. However, based on the information provided, it's clear that Dale Donaldson and Ameriprise Financial Services, LLC are committed to delivering exceptional service and expertise to their clients. With a strong focus on personalized guidance and a range of services to suit each client's unique needs, Dale is well-positioned to help individuals achieve their financial goals and secure their financial future.

Average opinion: 0/5.