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

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

Located in the heart of Seattle, Washington, Dale Donaldson, a seasoned private wealth advisor, is part of Ameriprise Financial Services, LLC, a leading financial services organization. The address of this esteemed institution is 1333 Stewart St Ste 1, Seattle, WA 98109, United States, making it easily accessible for clients seeking personalized financial guidance.

Main Services

• Financial planning: Dale Donaldson provides comprehensive financial planning services, helping clients create tailored plans to achieve their long-term financial goals.
• Investment services: With extensive knowledge of various investment options, Dale Donaldson offers expert advice on investment strategies, ensuring clients' wealth grows over time.
• Retirement planning: Dale Donaldson assists clients in planning for their retirement, creating strategies to maximize their retirement savings and ensure a comfortable lifestyle.
• Insurance planning: Dale Donaldson offers expert advice on insurance planning, helping clients protect their assets and ensure their loved ones are taken care of.
• Tax planning: Dale Donaldson provides guidance on tax planning, helping clients minimize their tax liability and maximize their after-tax returns.

Location and Access

The office of Dale Donaldson is situated at 1333 Stewart St Ste 1, Seattle, WA 98109, United States. This location is easily accessible by public transportation, with several bus routes and the light rail system nearby. The office is wheelchair-accessible, with a wheelchair-accessible car park, entrance, seating, and toilet.

For clients who prefer online interactions, Dale Donaldson offers online appointments, allowing for convenient and flexible scheduling. This feature is particularly useful for those with busy schedules or those who prefer the comfort of their own homes.

Featured Characteristics

* Wheelchair-accessible facilities: The office is designed to be accessible for clients with disabilities, ensuring equal access to services.
* LGBTQ+ friendly: Dale Donaldson's office is welcoming and inclusive to the LGBTQ+ community, providing a safe and supportive environment for clients.
* Online appointments: Clients can schedule appointments online, allowing for convenient and flexible scheduling.
* On-site services: Dale Donaldson provides on-site services, ensuring clients receive personalized attention and guidance.
* Wheelchair-accessible car park: The office has a designated car park for clients with disabilities, ensuring easy access to the building.

Practical Information

* Address: 1333 Stewart St Ste 1, Seattle, WA 98109, United States
* Phone: 2063156256
* Website: ameripriseadvisors.com
* Hours of operation: Monday to Friday, 8:00 am to 5:00 pm
* Appointments recommended: While online appointments are available, it is recommended to schedule an appointment in advance to ensure availability.

Reviews and Opinions

As of now, Dale Donaldson's office has no reviews on Google My Business. However, based on the available information, it can be inferred that Dale Donaldson provides exceptional service, as the office is wheelchair-accessible, LGBTQ+ friendly, and offers online appointments. The fact that appointments are recommended suggests that Dale Donaldson values clients' time and prioritizes personalized attention.

While there are no reviews, the office's features and services suggest that Dale Donaldson is a reliable and trustworthy financial advisor. Clients seeking personalized financial guidance can rest assured that Dale Donaldson will provide expert advice and guidance to help them achieve their financial goals.

It is worth noting that Ameriprise Financial Services, LLC is a reputable financial services organization with a long history of providing exceptional service to clients. As a private wealth advisor, Dale Donaldson is part of a larger organization that is committed to helping clients achieve financial success.

In conclusion, Dale Donaldson, a private wealth advisor at Ameriprise Financial Services, LLC, is a trusted financial advisor in Seattle, Washington. With extensive knowledge of various financial services, Dale Donaldson provides personalized guidance and advice to clients seeking to achieve their long-term financial goals. The office's features and services, including wheelchair-accessible facilities, online appointments, and on-site services, ensure that clients receive exceptional service and attention. While there are no reviews, the available information suggests that Dale Donaldson is a reliable and trustworthy financial advisor.