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

Dale Donaldson: A Comprehensive Overview of His Financial Advisory Services at Ameriprise Financial Services, LLC

Dale Donaldson, a seasoned Private Wealth Advisor, leads his team at Ameriprise Financial Services, LLC, providing comprehensive financial planning and investment services to clients in the Seattle area. With a strong commitment to personalized service and a client-centric approach, Dale and his team strive to help individuals, families, and businesses achieve their financial goals.

Main Services

• Financial Planning: Dale Donaldson's team offers holistic financial planning services, assisting clients in areas such as retirement planning, tax planning, estate planning, and education funding. They take into account each client's unique financial situation, goals, and risk tolerance to create customized strategies.
• Investment Services: Ameriprise Financial Services, LLC provides a wide range of investment services, including portfolio management, retirement planning, and college savings plans. Dale and his team help clients navigate the complexities of the market and make informed investment decisions.
• Retirement Planning: The team specializes in helping clients prepare for retirement by developing tailored strategies that address income needs, healthcare costs, and legacy planning. They also provide guidance on retirement income distribution and Social Security optimization.
• Estate Planning: Dale Donaldson and his team work closely with clients to create effective estate plans, ensuring that assets are distributed according to their wishes and minimizing the impact of taxes and probate. They help clients establish wills, trusts, and powers of attorney, as well as plan for the care of minor children or special needs family members.
• Business Planning: For business owners, Dale Donaldson and his team offer services such as business succession planning, key employee retention strategies, and executive compensation plans. They help clients protect their businesses and plan for their eventual transition.

Location and Access

Dale Donaldson and his team are conveniently located at 1333 Stewart St, Suite 1, Seattle, WA 98109, in the heart of Seattle's Queen Anne neighborhood. The office is easily accessible via public transportation, with several bus routes serving the area. Additionally, the office is a short distance from the Seattle Center Monorail station, providing convenient access for visitors.

For those driving, there is a dedicated wheelchair-accessible car park available on-site, ensuring accessibility for all clients. The building also features a wheelchair-accessible entrance and seating, as well as a wheelchair-accessible toilet for clients with mobility impairments.

Featured Characteristics

• LGBTQ+ Friendly: Ameriprise Financial Services, LLC is committed to creating an inclusive environment for all clients. Dale Donaldson and his team welcome and serve the LGBTQ+ community, ensuring that everyone feels valued and respected.
• On-Site Services: The team offers on-site services, allowing clients to meet with their advisors in person to discuss their financial plans and goals. This face-to-face interaction enables a more personalized and comprehensive understanding of each client's unique situation.
• Online Appointments: For clients who prefer a more convenient or flexible scheduling option, Dale Donaldson and his team offer online appointments. This ensures that clients can maintain their financial planning progress from the comfort of their own home or office.

Practical Information

• Phone: To schedule an appointment or speak with Dale Donaldson and his team, clients can call 206-315-6256.
• Website: For more information about Dale Donaldson's services and to learn about how Ameriprise Financial Services, LLC can help clients achieve their financial goals, visit their website at ameripriseadvisors.com.
• Email: Clients can also contact Dale Donaldson and his team via email at [email protected].
• Hours of Operation: The office is typically open Monday through Friday, from 8:30 AM to 5:00 PM. However, clients should confirm the current hours of operation before visiting, as they may be subject to change.

Client Testimonials and Reviews

At the time of writing, there are no reviews for Dale Donaldson or Ameriprise Financial Services, LLC on Google My Business. However, given Dale Donaldson's extensive experience and the comprehensive services offered by his team, it is likely that satisfied clients will leave positive reviews in the future.

As more reviews become available, this article will be updated to reflect the average opinion and any specific positive aspects mentioned by clients. For now, potential clients are encouraged to visit the Ameriprise Financial Services, LLC website and learn more about Dale Donaldson's approach to financial planning and investment services.

In conclusion, Dale Donaldson, Private Wealth Advisor at Ameriprise Financial Services, LLC, offers a wide range of financial planning and investment services to clients in the Seattle area. With a commitment to personalized service, accessibility, and inclusivity, Dale Donaldson and his team strive to help clients achieve their financial goals and secure their financial futures. As more reviews become available, clients can expect to find positive feedback highlighting the team's expertise, professionalism, and dedication to client satisfaction.