Dale Donaldson - Private Wealth Advisor, Ameriprise Financial Services, LLC - Seattle, Washington
Address: 1333 Stewart St Ste 1, Seattle, WA 98109, United States.
Phone: 2063156256.
Website: ameripriseadvisors.com
Specialties: Financial planner, Investment service.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
đ Location of Dale Donaldson - Private Wealth Advisor, Ameriprise Financial Services, LLC
Dale Donaldson - Private Wealth Advisor, Ameriprise Financial Services, LLC
Main Services
- Financial Planning: Dale Donaldson provides comprehensive financial planning services to help clients achieve their long-term financial goals. This includes creating personalized financial plans, investment strategies, and retirement planning.
- Investment Services: As a private wealth advisor, Dale Donaldson offers a range of investment services, including investment portfolio management, asset allocation, and wealth transfer planning.
- Retirement Planning: Dale Donaldson helps clients create a secure retirement plan, including developing a retirement income strategy, creating a retirement savings plan, and identifying potential sources of income in retirement.
- Investment Advisory: Dale Donaldson provides investment advisory services, including portfolio management, investment research, and portfolio rebalancing.
- Tax Planning: Dale Donaldson helps clients minimize their tax liability through tax planning strategies, including tax-deferred retirement planning and estate planning.
- Estate Planning: Dale Donaldson provides estate planning services, including wills, trusts, and powers of attorney.
- Wealth Management: Dale Donaldson offers wealth management services, including investment management, tax planning, and estate planning.
- Financial Planning for Businesses: Dale Donaldson provides financial planning services for businesses, including business planning, financial forecasting, and cash flow management.
Location and Access
Dale Donaldson's office is located at:
1333 Stewart St Ste 1
Seattle, WA 98109
United States
The office is easily accessible by public transportation, with several bus routes and the light rail system nearby. There is also a wheelchair-accessible car park and entrance, making it easy for clients with mobility issues to access the office.
The office is located in the heart of Seattle's downtown area, within walking distance of many restaurants, shops, and attractions. The office is also close to several major highways, making it easy for clients to travel from surrounding areas.
Featured Characteristics
* Wheelchair-accessible facilities: The office is designed to be accessible to clients with mobility issues, with wheelchair-accessible entrances, car parks, and seating areas.
* LGBTQ+ friendly: The office is welcoming and inclusive to all clients, regardless of their background or identity.
* Online appointments: Dale Donaldson offers online appointments for clients who prefer to meet remotely.
* On-site services: The office provides on-site services, including financial planning and investment advisory services.
* Digital tools and collaboration: Dale Donaldson uses digital tools and collaboration software to stay connected with clients and provide efficient service.
Practical Information
* Phone: 206-315-6256
* Website: ameripriseadvisors.com
* Hours of Operation: Monday - Friday, 9am - 5pm
* Appointments: Appointments are recommended, but walk-ins are also welcome.
Reviews and Testimonials
Unfortunately, this company has no reviews on Google My Business. However, based on the information provided on the websi