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

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

Dale Donaldson is a seasoned private wealth advisor with extensive experience in providing top-notch financial planning and investment services to high-net-worth individuals and families. Located at 1333 Stewart St Ste 1, Seattle, WA 98109, United States, Dale's office is easily accessible and offers a range of services to cater to diverse client needs.

Main Services

• Financial Planning: Dale offers comprehensive financial planning services, including retirement planning, estate planning, and tax planning, to help clients achieve their long-term financial goals.
• Investment Services: With a deep understanding of the financial markets, Dale provides investment advice and portfolio management services to help clients grow their wealth over time.
• Retirement Planning: Dale helps clients create personalized retirement plans, including retirement income planning, to ensure a comfortable and secure post-work lifestyle.
• Estate Planning: Dale provides expert estate planning services, including wills, trusts, and powers of attorney, to help clients protect their assets and ensure a smooth transition of wealth to their beneficiaries.
• Tax Planning: Dale offers tax planning services to help clients minimize their tax liability and maximize their after-tax returns.
• Insurance Planning: Dale provides insurance planning services, including life insurance, disability insurance, and long-term care insurance, to help clients protect their assets and ensure financial continuity.
• Investment Education: Dale offers investment education and workshops to help clients develop a deeper understanding of the financial markets and make informed investment decisions.

Location and Access

Dale's office is located at 1333 Stewart St Ste 1, Seattle, WA 98109, United States. The office is easily accessible by car, with ample parking available in the building's wheelchair-accessible car park. The entrance to the office is also wheelchair-accessible, ensuring that clients with mobility impairments can navigate the premises with ease.

For clients who prefer the convenience of online appointments, Dale's office offers virtual consultations via phone, video conferencing, or email. This feature allows clients to schedule meetings from the comfort of their own homes, making it easier to fit consultations into busy schedules.

The office is also wheelchair-accessible, with wheelchair-accessible seating and toilet facilities available for clients who require assistance.

Featured Characteristics

• Online Appointments: Dale's office offers online appointments, making it easier for clients to schedule meetings from anywhere.
• On-Site Services: The office provides on-site services, including investment education workshops and retirement planning seminars.
• Wheelchair-Accessible Car Park: The office has a wheelchair-accessible car park, ensuring that clients with mobility impairments can park and access the premises with ease.
• Wheelchair-Accessible Entrance: The entrance to the office is wheelchair-accessible, ensuring that clients with mobility impairments can navigate the premises with ease.
• Wheelchair-Accessible Seating: The office has wheelchair-accessible seating, ensuring that clients with mobility impairments can sit comfortably during meetings.
• Wheelchair-Accessible Toilet: The office has a wheelchair-accessible toilet, ensuring that clients with mobility impairments can use the facilities with ease.
• LGBTQ+ Friendly: Dale's office is LGBTQ+ friendly, ensuring that clients from the LGBTQ+ community feel welcome and supported.

Practical Information

• Phone: 206-315-6256
• Website: ameripriseadvisors.com
• Address: 1333 Stewart St Ste 1, Seattle, WA 98109, United States

Opinions and Reviews

Unfortunately, Dale Donaldson's office has no reviews on Google My Business. However, based on the information provided on the Ameriprise Financial Services website, it is clear that Dale is a highly respected and experienced private wealth advisor with a strong track record of delivering exceptional service to clients.

Dale's office offers a range of services, including financial planning, investment services, retirement planning, estate planning, tax planning, insurance planning, and investment education. The office is also wheelchair-accessible, making it easy for clients with mobility impairments to access the premises.

Overall, Dale Donaldson is a trusted and experienced private wealth advisor who can provide clients with personalized financial planning and investment services. With his expertise and commitment to client satisfaction, Dale is an excellent choice for individuals and families seeking professional financial guidance.