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

Dale Donaldson – Your Trusted Wealth Advisor at Ameriprise Financial Services

For individuals and families seeking comprehensive financial planning and investment services, Dale Donaldson, a Private Wealth Advisor with Ameriprise Financial Services, LLC, offers personalized guidance and support. Located in Seattle, Washington, Mr. Donaldson operates from 1333 Stewart St Ste 1, and can be reached by phone at 206-315-6256. Prospective clients can also explore his offerings and schedule an online appointment through his website: ameripriseadvisors.com. He is a dedicated professional committed to helping clients achieve their long-term financial goals.

About Dale Donaldson

Dale Donaldson brings a wealth of experience to his role as a Private Wealth Advisor. He specializes in assisting clients with a broad range of financial needs, including retirement planning, investment management, estate planning, and income tax planning. His approach is centered around building strong, trusting relationships with his clients, taking the time to understand their unique circumstances, risk tolerance, and aspirations. Mr. Donaldson’s commitment extends beyond simply managing investments; he strives to be a proactive partner in his clients’ financial journey.

Services Offered

• Financial Planning: Comprehensive planning to address all aspects of a client's financial life.
• Investment Management: Tailored investment strategies designed to align with individual goals and risk profiles. This includes portfolio construction, asset allocation, and ongoing monitoring.
• Retirement Planning: Strategies to help clients accumulate and preserve assets for a comfortable retirement.
• Estate Planning: Guidance on strategies to minimize taxes and ensure assets are distributed according to clients’ wishes.
• Income Tax Planning: Strategies to optimize tax efficiency within a client’s financial plan.

Location and Accessibility

Mr. Donaldson’s office is conveniently located at 1333 Stewart St Ste 1, Seattle, WA 98109. We understand that accessibility is paramount, and the office is equipped with several features to ensure a comfortable experience for all clients. These include:

• Wheelchair-Accessible Car Park: Ample parking is available, with designated accessible spaces.
• Wheelchair-Accessible Entrance: The entrance is designed to accommodate individuals using wheelchairs or mobility devices.
• Wheelchair-Accessible Seating: Comfortable seating options are available throughout the office.
• Wheelchair-Accessible Toilet: A fully accessible restroom is provided.
• Toilet Facilities: Standard restroom facilities are also available.
• LGBTQ+ Friendly Environment: Mr. Donaldson’s practice is committed to providing a welcoming and inclusive environment for all clients.

Client Feedback and Reputation

Currently, this practice has 0 reviews on Google My Business. While this represents a limited amount of feedback, it’s important to note that Mr. Donaldson’s focus is on building long-term client relationships, which often translate into word-of-mouth referrals rather than immediate online reviews. He prioritizes providing exceptional service and delivering results for his clients. He actively seeks client feedback to continually improve his services and ensure client satisfaction. His average opinion is 0/5, reflecting the current lack of reviews; however, he is confident in his ability to earn positive feedback through continued dedication and performance.

Scheduling an Appointment

An appointment is recommended to discuss your financial goals and explore how Mr. Donaldson can assist you. You can easily schedule an online appointment through his website: ameripriseadvisors.com. Alternatively, you can contact him directly at 206-315-6256.

Key Takeaways: Dale Donaldson offers personalized financial planning and investment services with a commitment to accessibility and client satisfaction. His Seattle location and online appointment options make it convenient to connect with him.