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

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

Dale Donaldson, a renowned private wealth advisor, leads the WealthBridge Advisors team at Ameriprise Financial Services, LLC, located in the heart of Seattle, Washington. With a commitment to personalized and comprehensive financial planning, Dale helps individuals and families navigate the complexities of wealth management to achieve their financial goals.

Main Services

• Financial Planning: Dale Donaldson and his team provide customized financial plans, considering clients' unique needs, goals, and circumstances. They help with retirement planning, investment strategies, tax planning, and estate planning.
• Investment Services: The team offers a wide range of investment services, including portfolio management, mutual funds, stocks, bonds, and alternative investments. They strive to help clients grow and preserve their wealth.
• Retirement Planning: Dale and his team specialize in helping clients prepare for retirement by developing tailored strategies that align with their desired lifestyle and income needs.
• Estate Planning: They assist clients in creating and implementing estate plans to protect their assets and ensure a smooth transition to their beneficiaries.
• Tax Planning: The team works closely with clients to develop tax-efficient investment strategies and help minimize their tax liabilities.
• Insurance Planning: Dale and his team help clients protect their assets and loved ones through appropriate insurance coverage, including life, health, and long-term care insurance.

Location and Access

Dale Donaldson's office is situated at 1333 Stewart St, Suite 1, Seattle, WA 98109, United States. The office is conveniently located in the Belltown neighborhood, close to numerous amenities and transportation options.

• Public Transportation: The office is easily accessible by public transportation. The Stewart Street and 4th Avenue bus stops are within walking distance, and the Seattle Center Monorail Station is approximately a 15-minute walk away.
• Parking: There are several parking options nearby, including the Olive Way Parking Garage and the Belltown Parking Garage. The office also offers wheelchair-accessible parking.

Featured Characteristics

• Wheelchair Accessibility: The office is designed to be wheelchair-accessible, with a ramp at the entrance, wheelchair-accessible restrooms, and elevators.
• LGBTQ+ Friendly: Dale Donaldson and his team strive to create an inclusive environment where all clients feel welcome and respected.
• Online Appointments: The team offers online appointments to accommodate clients' busy schedules and those who prefer to meet virtually.
• On-Site Services: Dale and his team provide on-site services, allowing clients to meet with them in person at their office or at a location that is convenient for the client.

Practical Information

• Phone: You can reach Dale Donaldson and his team at 206-315-6256.
• Website: Visit ameripriseadvisors.com to learn more about Dale Donaldson and his team, and to schedule an appointment.
• Business Hours: The office is open Monday through Friday, from 9:00 AM to 5:00 PM. However, Dale and his team may be available outside of these hours by appointment.

Opinions and Ratings

As of now, Dale Donaldson and Ameriprise Financial Services, LLC have 0 reviews on Google My Business. This lack of reviews suggests that the business is either new or that clients have not yet shared their experiences online. Therefore, it is challenging to provide an average opinion or rating at this time. However, Ameriprise Financial Services, LLC is a well-established and reputable financial services company with a strong presence across the United States.

It is essential to note that while the absence of reviews may seem concerning, it does not necessarily reflect the quality of service provided by Dale Donaldson and his team. Prospective clients are encouraged to reach out to the office to schedule a complimentary initial consultation, where they can learn more about Dale's approach to wealth management and determine if he is the right fit for their financial needs.