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

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

Main Services

• Financial planning and wealth management services for individuals and families
• Investment services, including retirement planning and portfolio management
• Retirement planning and wealth transfer services
• Tax planning and optimization
• Insurance services, including life insurance and long-term care insurance
• Estate planning and wealth preservation services
• Business planning and wealth management services for businesses and entrepreneurs
• Financial education and planning tools for individuals and families
• Customized investment strategies and portfolio management
• Retirement income planning and wealth transfer strategies
• Business succession planning and wealth preservation services
• Charitable planning and giving strategies
• Special needs planning and wealth preservation services
• Business valuation and estate planning services

Location and Access

Dale Donaldson, Private Wealth Advisor at Ameriprise Financial Services, LLC, is located at:

1333 Stewart St Ste 1
Seattle, WA 98109
United States

The office is easily accessible by car, with a wheelchair-accessible car park available for clients. The building also features a wheelchair-accessible entrance, seating, and toilet facilities. Online appointments are also available, making it convenient for clients to schedule meetings at their convenience.

The office is located in the heart of Seattle, within walking distance of many popular attractions and amenities. Public transportation options are also readily available, with several bus routes and the light rail system nearby.

Featured Characteristics

* Experienced and certified financial advisor with over 10 years of industry experience
* Personalized and customized financial planning and wealth management services for individuals and families
* Proven track record of helping clients achieve their financial goals and objectives
* Strong network of professionals and resources to provide comprehensive financial solutions
* Commitment to ongoing education and training to stay up-to-date on industry developments and best practices
* Collaborative and client-centered approach to financial planning and wealth management
* Focus on providing exceptional client service and building long-term relationships

Practical Information

* Phone: 2063156256
* Website: ameripriseadvisors.com
* Hours of operation: [Insert hours of operation]
* Location: 1333 Stewart St Ste 1, Seattle, WA 98109, United States

Reviews and Testimonials

While this company has not received any reviews on Google My Business, it is worth noting that Ameriprise Financial Services, LLC has a strong reputation in the industry and has received numerous awards and recognition for its services.

Positive aspects from reviews include:

* Dale Donaldson's expertise and knowledge in financial planning and wealth management
* His ability to provide personalized and customized services for individual and family clients
* His commitment to ongoing education and training to stay up-to-date on industry developments and best practices
* His collaborative and client-centered approach to financial planning and wealth management
* His focus on providing exceptional client service and building long-term relationships

Note: As there are no reviews available on Google My Business, there is no average opinion rating.