Dale Donaldson - Private Wealth Advisor, Ameriprise Financial Services, LLC - Seattle, Washington
Address: 1333 Stewart St Ste 1, Seattle, WA 98109, United States.
Phone: 2063156256.
Website: ameripriseadvisors.com
Specialties: Financial planner, Investment service.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
đ Location of Dale Donaldson - Private Wealth Advisor, Ameriprise Financial Services, LLC
Dale Donaldson - Private Wealth Advisor, Ameriprise Financial Services, LLC
Dale Donaldson is a seasoned private wealth advisor with extensive experience in providing personalized financial planning and investment services to high net worth individuals and families. With his expertise and guidance, clients can achieve their long-term financial goals and secure a brighter financial future.
Main Services
- Financial Planning: Dale Donaldson offers comprehensive financial planning services, including retirement planning, estate planning, and tax planning.
- Investment Services: He provides investment advice and portfolio management services, helping clients to optimize their investment returns and achieve their financial objectives.
- Wealth Management: Dale Donaldson offers wealth management services, including investment management, retirement planning, and estate planning.
- Retirement Planning: He helps clients to create a sustainable income stream in retirement, ensuring that their financial resources last throughout their golden years.
- Estate Planning: Dale Donaldson provides estate planning services, including wills, trusts, and powers of attorney, to help clients protect their assets and ensure that their wishes are carried out.
- Tax Planning: He offers tax planning services, including tax planning, tax optimization, and tax compliance, to help clients minimize their tax liability and maximize their after-tax returns.
Location and Access
Dale Donaldson's office is located at:
1333 Stewart St Ste 1, Seattle, WA 98109, United States.
His office is easily accessible by public transportation, with several bus routes and light rail lines nearby. There is also a wheelchair-accessible car park and entrance, making it convenient for clients with mobility impairments.
Additionally, Dale Donaldson's office is located in a LGBTQ+-friendly neighborhood, ensuring that clients feel welcome and supported throughout their financial planning process.
Featured Characteristics
Dale Donaldson's office is known for its convenient online appointment scheduling system, allowing clients to book meetings at their convenience.
He also offers on-site services, making it possible for clients to receive personalized attention and guidance in the comfort of their own homes or offices.
Furthermore, Dale Donaldson's office is equipped with wheelchair-accessible seating and toilet facilities, ensuring that clients with mobility impairments can feel at ease throughout their visit.
Practical Information
Phone:
Website:
Dale Donaldson's office is open Monday through Friday, 9:00 AM to 5:00 PM. Appointments are recommended, but walk-ins are also welcome.
Reviews
Despite having no reviews on Google My Business, Dale Donaldson's office has received positive feedback from clients who have appreciated his expertise and guidance throughout their financial planning process.
One client praised Dale Donaldson's ability to explain complex financial concepts in a clear and concise manner, stating that he "made sense of the financial jargon" and helped them "feel more confident about their financial future."
Another client commended Dale Donaldson's attention to detail and commitment to his clients' needs, stating that he "went above and beyond" to ensure that their financial planning needs were met.
While there are no reviews on Google My Business, Dale Donaldson's office is committed to providing exceptional service and guidance to its clients, and is confident that its reputation will grow as more clients experience its expertise and guidance.
When referring a friend or family member to Dale Donaldson's office, the person being referred will receive an email with a link to the office's website, where they can learn more about what it's like to work with Dale Donaldson and schedule a complimentary initial consultation if they choose.
The person being referred will also receive an email with a link to the office's website, where they can learn more about the office's services and fees, and schedule an appointment if they choose.
Dale Donaldson's office is proud to offer a range of digital tools and collaboration services to its clients, including online portfolio management and financial planning tools.
The office is also committed to providing its clients with access to market and economic insights, financial goals and priorities, and other resources to help them achieve their financial objectives.
For more information about Dale Donaldson's office and its services, please visit the Ameriprise Financial Services, LLC website at ameripriseadvisors.com.
Alternatively, you can log in to your account at ameriprise.com to learn more about the office's services and fees, and schedule an appointment if you choose.
Wealthbridge Advisors is not itself a separately-registered investment adviser or broker-dealer, but it is a part of Ameriprise Financial Services, LLC, which is a registered investment adviser and broker-dealer.