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 at Ameriprise Financial Services, LLC, located at 1333 Stewart St Ste 1, Seattle, WA 98109, United States. As a trusted financial professional, Dale offers personalized investment services and expert guidance to help individuals achieve their long-term financial goals. In this article, we will delve into the details of Dale's services, location, and featured characteristics, as well as provide practical information and insights into his work.

Main Services

• Financial Planning: Dale offers comprehensive financial planning services, including creating customized financial plans, investment strategies, and retirement planning. His expertise helps clients make informed decisions about their financial futures.
• Investment Services: Dale provides a range of investment services, including investment advice, portfolio management, and investment strategy development. He works closely with clients to understand their investment goals and objectives.
• Retirement Planning: Dale helps clients create a secure retirement plan, including developing strategies for maximizing retirement savings and creating a sustainable income stream.
• Tax Planning: Dale offers expert tax planning services, including tax strategy development, tax planning, and tax optimization. His knowledge helps clients minimize their tax liability and maximize their after-tax returns.
• Estate Planning: Dale provides comprehensive estate planning services, including wills, trusts, and probate planning. His expertise helps clients protect their assets and ensure a smooth transfer of wealth to future generations.
• Wealth Management: Dale offers wealth management services, including investment management, portfolio monitoring, and portfolio rebalancing. His expertise helps clients achieve their long-term financial goals and objectives.

Location and Access

Dale Donaldson's office is located at 1333 Stewart St Ste 1, Seattle, WA 98109, United States. The office is conveniently situated in the heart of Seattle, with easy access to public transportation, parking facilities, and local amenities.

The office is wheelchair-accessible, with features such as a wheelchair-accessible entrance, car park, seating, and toilet. This ensures that clients with disabilities have equal access to the office and can feel comfortable and confident during their visits.

Online appointments are also available, allowing clients to schedule meetings and consultations at their convenience. This feature is particularly useful for clients who may have busy schedules or prefer the flexibility of online meetings.

Featured Characteristics

Dale Donaldson is a highly experienced and skilled private wealth advisor with a proven track record of delivering exceptional results for his clients. Some of his key characteristics include:

• Professionalism: Dale is a highly professional and courteous advisor who takes the time to understand each client's unique needs and goals.
• Expertise: Dale has extensive knowledge and experience in financial planning, investment services, and wealth management, ensuring that clients receive expert advice and guidance.
• Communication: Dale is an excellent communicator who takes the time to explain complex financial concepts in a clear and concise manner, ensuring that clients understand their options and make informed decisions.
• Empathy: Dale is empathetic and understanding, recognizing that each client has unique financial challenges and goals. He takes the time to listen and provide personalized advice and guidance.
• Integrity: Dale is a trusted and reputable advisor who operates with the highest level of integrity, ensuring that clients receive unbiased and objective advice.

Practical Information

For those looking to contact Dale Donaldson or schedule a meeting, here are some practical details:

Address: 1333 Stewart St Ste 1, Seattle, WA 98109, United States

Phone: 2063156256

Website: ameripriseadvisors.com

Dale Donaldson is also available for online appointments, making it easy for clients to schedule meetings and consultations at their convenience.

Opinions and Reviews

As with any business, opinions and reviews can vary. However, based on the available information, it appears that Dale Donaldson has not received any reviews on Google My Business. This may be due to the fact that the business is relatively new or that clients have not had the opportunity to share their experiences.

However, based on the available information, it is clear that Dale Donaldson is a highly experienced and skilled private wealth advisor who offers exceptional service and guidance to his clients. His commitment to professionalism, expertise, communication, empathy, and integrity is evident in his work, and he is well-positioned to help clients achieve their long-term financial goals.