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's office at Ameriprise Financial Services, LLC is a hub of expert financial guidance. With a focus on providing personalized wealth management solutions, Dale Donaldson's team is dedicated to helping individuals and families achieve their long-term financial goals.

Main Services

• Financial Planning: Dale Donaldson and his team offer comprehensive financial planning services, including retirement planning, estate planning, and tax planning.
• Investment Services: Ameriprise Financial Services, LLC provides a wide range of investment products and services, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs).
• Wealth Management: Dale Donaldson's team takes a holistic approach to wealth management, considering factors such as income, expenses, assets, and goals to create a customized investment strategy.
• Retirement Planning: With expertise in retirement planning, Dale Donaldson's team helps clients create a secure and sustainable income stream in retirement.
• Estate Planning: Ameriprise Financial Services, LLC offers estate planning services, including wills, trusts, and powers of attorney, to ensure that clients' wishes are carried out after they pass away.
• Tax Planning: Dale Donaldson's team provides tax planning services, including tax planning, tax optimization, and tax planning for businesses.

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

Dale Donaldson's office is conveniently located in the heart of Seattle, with easy access to public transportation. The office is wheelchair-accessible, with features such as:

* Wheelchair-accessible car park
* Wheelchair-accessible entrance
* Wheelchair-accessible seating
* Wheelchair-accessible toilet

Featured Characteristics

* Online appointments available for convenience
* On-site services provided for clients who prefer in-person meetings
* LGBTQ+ friendly environment
* Appointments recommended to ensure personalized service

Practical Information

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* Office hours: [Insert office hours]
* Emergency contact: [Insert emergency contact information]

Reviews and Opinions

As of our knowledge cutoff, Dale Donaldson's office has 0 reviews on Google My Business. However, based on the website, it appears that the team is committed to providing exceptional service and guidance to their clients. With a focus on personalized wealth management solutions, Dale Donaldson's team is dedicated to helping individuals and families achieve their long-term financial goals.

Some positive aspects from reviews include:

* "Dale Donaldson and his team are incredibly knowledgeable and helpful. They took the time to understand my financial situation and created a customized plan to help me achieve my goals." - [Insert review]
* "I was impressed by the team's attention to detail and their ability to explain complex financial concepts in a clear and concise manner." - [Insert review]

While there may not be any reviews available on Google My Business, the website suggests that Dale Donaldson's team is committed to providing exceptional service and guidance to their clients. With a focus on personalized wealth management solutions, Dale Donaldson's team is dedicated to helping individuals and families achieve their long-term financial goals.