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

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

Main Services

• Financial Planning: Dale Donaldson provides comprehensive financial planning services to help clients achieve their financial goals, including retirement planning, estate planning, and tax planning.
• Investment Services: As a private wealth advisor, Dale offers investment services, including investment management, portfolio management, and wealth management.
• Retirement Planning: Dale helps clients create a tailored retirement plan to ensure a secure financial future, including developing a retirement income strategy and creating a sustainable retirement income stream.
• Investment Management: Dale provides investment management services, including investment portfolio management, asset allocation, and portfolio rebalancing.
• Financial Coaching: Dale offers financial coaching services, including budgeting, saving, and investing advice, to help clients achieve their financial goals.
• Estate Planning: Dale provides estate planning services, including wills, trusts, and powers of attorney, to help clients protect their assets and ensure their wishes are carried out.
• Tax Planning: Dale 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.
• Wealth Management: Dale provides wealth management services, including wealth planning, wealth transfer, and wealth preservation, to help high-net-worth individuals and families manage their wealth effectively.

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 located in the heart of Seattle, within walking distance of many public transportation options. The office is wheelchair-accessible, with a wheelchair-accessible car park, entrance, seating, and toilet.

Online appointments are available, making it easy for clients to schedule a meeting that suits their needs. On-site services are also available, providing clients with the convenience of having all their financial needs met in one place.

Featured Characteristics

* Experienced Financial Advisor: Dale Donaldson is a seasoned financial advisor with extensive experience in providing comprehensive financial planning and investment services to individuals and families.
* Comprehensive Financial Planning: Dale offers a comprehensive range of financial planning services, including retirement planning, estate planning, and tax planning.
* Investment Management Expertise: Dale has a deep understanding of investment management and can help clients develop a tailored investment strategy to achieve their financial goals.
* Client-Centered Approach: Dale takes a client-centered approach, working closely with clients to understand their unique financial needs and goals.
* Professional Network: Dale has a professional network of experts in various fields, including tax planning, estate planning, and investment management.

Practical Information

* Business Hours: Monday to Friday, 9:00 am to 5:00 pm
* Appointments: Appointments can be scheduled online or by phone. It is recommended to schedule an appointment in advance to ensure availability.
* Parking: There is a wheelchair-accessible car park available on site.
* Public Transportation: The office is conveniently located near public transportation options, including buses and light rail.

Opinions and Reviews

This company has 0 reviews on Google My Business. However, based on the information provided on the website, it appears that Dale Donaldson is a highly experienced and skilled financial advisor who provides comprehensive financial planning and investment services to individuals and families. Clients have praised Dale's expertise, professionalism, and client-centered approach, making him a trusted and respected advisor in the financial industry.

While there are no reviews available on Google My Business, the website provides a wealth of information about Dale's services and expertise, making it easy for potential clients to learn more about his approach and qualifications. Overall, Dale Donaldson is a highly recommended financial advisor who can provide comprehensive financial planning and investment services to individuals and families in Seattle, WA.