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, including retirement planning, estate planning, and wealth management.
• Investment Services: As a private wealth advisor, Dale offers investment services, including investment management, portfolio management, and investment advice.
• Asset Management: Dale helps clients manage their assets, including stocks, bonds, mutual funds, and other investment vehicles.
• Retirement Planning: Dale assists clients in creating a sustainable retirement income stream, ensuring their financial security in the golden years.
• Estate Planning: Dale provides estate planning services, including wills, trusts, and powers of attorney, to ensure clients' wishes are carried out according to their wishes.
• Wealth Management: Dale helps high-net-worth individuals manage their wealth, including investment management, tax planning, and philanthropic planning.
• Insurance Planning: Dale offers insurance planning services, including life insurance, disability insurance, and long-term care insurance.
• Tax Planning: Dale assists clients in minimizing their tax liability, including tax planning, tax optimization, and tax compliance.
• Philanthropic Planning: Dale helps clients create a giving plan, ensuring their philanthropic goals are achieved while minimizing tax implications.

Location and Access

Dale Donaldson's office is located at:

1333 Stewart St Ste 1, Seattle, WA 98109, United States.

The office is wheelchair-accessible, with features including:

* Wheelchair-accessible car park
* Wheelchair-accessible entrance
* Wheelchair-accessible seating
* Wheelchair-accessible toilet
* Online appointments available

The office is situated in the heart of Seattle, within walking distance to public transportation and various amenities. The nearest major highways are I-5 and I-90.

For those using GPS, the office is easily accessible from the following locations:

* From I-5: Take exit 168 for Stewart St toward 1st Ave
* From I-90: Take exit 169 for Stewart St toward 1st Ave

Featured Characteristics

* Dale Donaldson is a seasoned private wealth advisor with extensive experience in financial planning, investment services, and wealth management.
* Ameriprise Financial Services, LLC is a reputable and well-established financial services company with a strong reputation for excellence.
* Dale's team provides personalized service to high-net-worth individuals, ensuring each client receives tailored advice and solutions.
* The office is equipped with state-of-the-art technology, including digital tools and collaboration platforms.
* Dale is committed to ongoing education and professional development, staying up-to-date on the latest industry trends and best practices.

Practical Information

* Phone: 2063156256
* Website: ameripriseadvisors.com
* Email: [[email protected]](mailto:[email protected])
* Business Hours: Monday - Friday, 8:00 AM - 6:00 PM PST
* Appointments: Recommended, but walk-ins are welcome

Reviews and Opinions

As of now, Dale Donaldson's office has 0 reviews on Google My Business. However, based on the company's reputation and the services offered, it is likely that the office will receive positive reviews in the future.

About Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC is a leading financial services company that provides a range of services, including financial planning, investment services, and wealth management. With a strong reputation for excellence, Ameriprise has helped countless individuals achieve their financial goals.

The company's mission is to provide personalized service, tailored advice, and innovative solutions to help clients achieve financial success. Ameriprise's team of experienced professionals, including Dale Donaldson, are dedicated to helping clients navigate the complexities of the financial industry.

By partnering with Ameriprise, clients can trust that they are receiving expert advice and guidance from a reputable and well-established financial services company.

About Wealthbridge Advisors

Wealthbridge Advisors is a team of financial professionals within Ameriprise Financial Services, LLC. The team provides comprehensive financial planning services, including financial planning, investment services, and wealth management.

Wealthbridge Advisors is committed to helping high-net-worth individuals achieve their financial goals, whether it's retirement planning, estate planning, or wealth management. The team's expertise and personalized service ensure that each client receives tailored advice and solutions.

By working with Wealthbridge Advisors, clients can trust that they are receiving expert guidance and support from a team of experienced professionals.