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's office is situated at 1333 Stewart St Ste 1, Seattle, WA 98109, United States. As a Private Wealth Advisor with Ameriprise Financial Services, LLC, Dale provides expert guidance to individuals and families in navigating the complex world of personal finance.

Main Services

• Financial Planning: Dale Donaldson offers comprehensive financial planning services, helping clients create tailored plans to achieve their long-term financial goals.
• Investment Services: With a deep understanding of the investment market, Dale provides expert advice on investment options, including stocks, bonds, and other securities.
• Retirement Planning: Dale helps clients create strategies for a secure retirement, including retirement account planning and investment management.
• Tax Planning: Dale's expertise in tax planning helps clients minimize their tax liability and maximize their after-tax returns.
• Wealth Management: Dale provides ongoing wealth management services, including portfolio management, estate planning, and wealth transfer planning.
• Education and Planning: Dale offers educational resources and planning tools to help clients make informed financial decisions.
• Account Management: Dale provides ongoing account management, including regular portfolio reviews and rebalancing.
• Family Office Services: Dale offers customized family office services, including wealth management, estate planning, and tax planning.
• Business Planning: Dale provides business planning services, including business valuation, financial planning, and business transition planning.
• Investment Advisory: Dale offers investment advisory services, including portfolio management, investment research, and portfolio rebalancing.
• Retirement Income Planning: Dale helps clients create strategies for sustainable retirement income.
• Investment Strategy: Dale develops customized investment strategies to help clients achieve their financial goals.
• Estate Planning: Dale provides estate planning services, including wills, trusts, and powers of attorney.
• Trust Administration: Dale offers trust administration services, including trust setup, trust administration, and trust distribution.
• Insurance Planning: Dale provides insurance planning services, including life insurance, disability insurance, and long-term care insurance.
• Retirement Savings: Dale helps clients create strategies for retirement savings, including 401(k), IRA, and other retirement accounts.
• College Savings: Dale offers college savings plans, including 529 plans and other education savings vehicles.
• Business Succession Planning: Dale provides business succession planning services, including business valuation, estate planning, and tax planning.
• Charitable Giving: Dale helps clients create strategies for charitable giving, including donor-advised funds and other charitable vehicles.
• Immigration Planning: Dale provides immigration planning services, including visa applications, green cards, and other immigration-related services.

Location and Access

Dale Donaldson's office is conveniently located at 1333 Stewart St Ste 1, Seattle, WA 98109, United States. The office is easily accessible by car, with parking available in the building's wheelchair-accessible car park. The building is also wheelchair-accessible, with a wheelchair-accessible entrance and seating area.

The office is situated in the heart of Seattle's downtown area, within walking distance of many popular restaurants, shops, and cultural attractions. The office is also accessible by public transportation, with several bus routes and the light rail system nearby.

For clients who prefer to meet at their own convenience, Dale offers online appointments, making it easy to schedule a meeting at a time that works for you.

Featured Characteristics

* Experienced Financial Advisor: Dale has extensive experience as a financial advisor, with a deep understanding of the complex world of personal finance.
* Personalized Service: Dale provides personalized service to each client, tailoring his advice to meet their unique needs and goals.
* Comprehensive Financial Planning: Dale offers comprehensive financial planning services, including financial planning, investment management, and tax planning.
* Expert Investment Advice: Dale provides expert investment advice, including investment research and portfolio management.
* Convenient Location: Dale's office is conveniently located in the heart of Seattle's downtown area, with easy access by car, public transportation, and on foot.
* Wheelchair-Accessible Office: Dale's office is wheelchair-accessible, with a wheelchair-accessible entrance, car park, and seating area.

Practical Information

* Phone:** 206-315-6256
* Email:** Not available
* Website:** ameripriseadvisors.com
* Hours:** Monday - Friday, 9:00 AM - 5:00 PM
* Appointments:** Online appointments available
* Payment:** Accepted forms of payment include credit cards, checks, and wire transfers.