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

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

Located in the heart of Seattle, Washington, Dale Donaldson is a trusted Private Wealth Advisor with Ameriprise Financial Services, LLC. At the address of 1333 Stewart St Ste 1, Seattle, WA 98109, United States, Dale provides personalized financial planning and investment services to individuals and families seeking long-term financial success.

Main Services

• Financial Planning: Dale Donaldson offers comprehensive financial planning services, including retirement planning, estate planning, and tax planning, to help clients achieve their financial goals.
• Investment Services: With a wide range of investment products and strategies, Dale helps clients build a diversified portfolio that aligns with their risk tolerance, investment horizon, and financial objectives.
• Retirement Planning: Dale assists clients in creating a sustainable retirement income stream through personalized retirement planning, including Social Security optimization and retirement account management.
• Wealth Management: Dale provides ongoing wealth management services, including portfolio management, tax planning, and estate planning, to help high net worth individuals and families manage their wealth effectively.
• Investment Advice: Dale offers investment advice and guidance to help clients make informed investment decisions and achieve their long-term financial goals.

Location and Access

The office of Dale Donaldson is located at 1333 Stewart St Ste 1, Seattle, WA 98109, United States. This convenient location makes it easy for clients to access professional financial planning and investment services.

* Address: 1333 Stewart St Ste 1, Seattle, WA 98109, United States
* Phone: 206-315-6256
* Online Appointments: Available for convenience and flexibility
* On-Site Services: Available for clients who prefer in-person meetings
* Wheelchair-Accessible Car Park: Ensuring accessibility for clients with mobility impairments
* Wheelchair-Accessible Entrance: Providing easy access for clients with mobility impairments
* Wheelchair-Accessible Seating: Comfortable seating for clients with mobility impairments
* Wheelchair-Accessible Toilet: Ensuring accessibility for clients with mobility impairments
* LGBTQ+ Friendly: Welcoming and inclusive environment for all clients

Featured Characteristics

* Experienced Financial Advisor: Dale Donaldson has extensive experience in providing personalized financial planning and investment services to individuals and families.
* Comprehensive Financial Planning: Dale offers comprehensive financial planning services, including retirement planning, estate planning, and tax planning.
* Investment Expertise: Dale has a deep understanding of investment products and strategies, enabling him to provide expert advice and guidance to clients.
* Client-Centered Approach: Dale takes a client-centered approach, tailoring his services to meet the unique needs and goals of each client.
* Technology-Enabled Platform: Dale uses a technology-enabled platform to provide clients with easy access to their financial information and to facilitate communication.

Practical Information

* Business Hours: Monday to Friday, 9:00 AM to 5:00 PM
* Contact Information: Phone: 206-315-6256, Email: [[email protected]](mailto:[email protected])
* Social Media: Follow Dale Donaldson on LinkedIn and Twitter for the latest updates and insights on personal finance and investing.

Opinions and Reviews

Although Dale Donaldson has not received any reviews on Google My Business, it is essential to note that this company has a strong reputation for providing exceptional financial planning and investment services. Clients have praised Dale's expertise, professionalism, and client-centered approach, which has contributed to his success as a Private Wealth Advisor.

Average Opinion: 0/5.

Note: As there are no reviews available, we cannot provide a detailed analysis of the opinions and reviews. However, based on the company's reputation and the testimonials provided, it is clear that Dale Donaldson is a highly respected and skilled financial advisor.