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

Introduction

Dale Donaldson, a Private Wealth Advisor affiliated with Ameriprise Financial Services, LLC, offers comprehensive financial planning and investment services to clients in the Seattle, WA area. With a commitment to understanding each client's unique financial goals and priorities, Dale provides tailored strategies to help individuals, families, and businesses build, protect, and preserve their wealth.

Located at 1333 Stewart St, Suite 1, Dale's office is situated in the heart of Seattle, making it easily accessible to clients from various neighborhoods. This article provides a detailed look at Dale Donaldson's services, location, featured characteristics, practical information, and more.

Main Services

• Financial Planning: Dale works closely with clients to assess their financial situation, understand their objectives, and develop a comprehensive plan to help them achieve their goals. This may include strategies for budgeting, saving, investing, and protecting assets.
• Investment Services: With access to a wide range of investment products and resources, Dale helps clients grow and manage their wealth through personalized portfolios, retirement planning, and college savings strategies.
• Retirement Planning: Dale assists clients in preparing for retirement by creating and implementing strategies to help them accumulate assets and generate retirement income. This may involve analyzing Social Security benefits, estimating retirement needs, and developing distribution plans.
• Estate Planning: Dale collaborates with clients' attorneys and other professionals to help them create and maintain up-to-date estate plans, ensuring that their assets are distributed according to their wishes and that their loved ones are protected.
• Business Planning: For business owners, Dale provides guidance on succession planning, business continuation, and employee benefits, helping them to protect and grow their businesses.

Location and Access

Dale Donaldson's office is conveniently located at 1333 Stewart St, Suite 1, Seattle, WA 98109, in the Belltown neighborhood, near downtown Seattle. This central location makes it easily accessible from various parts of the city.

• Public Transportation: The office is near several public transportation options, including the Westlake Station for Link light rail and numerous bus routes. The Seattle Center Monorail is also nearby.
• Parking: Parking is available nearby at the Lincoln Square Parking Garage (1477 Stewart St) and the Belltown Parking Garage (2308 3rd Ave).

Featured Characteristics

Dale Donaldson and Ameriprise Financial Services, LLC, offer several unique features to enhance the client experience:

• Complimentary Initial Consultation: Dale offers a complimentary initial consultation to new clients, providing an opportunity to learn about their financial situation and explore potential strategies together.
• Digital Tools and Collaboration: Ameriprise offers a range of digital tools to help clients manage their finances, monitor their progress, and communicate with Dale's team. These tools include the Client Access website, the Ameriprise app, and secure online meetings.
• LGBTQ+ Friendly: Dale's office is LGBTQ+ friendly, creating an inclusive environment where all clients feel welcome and respected.
• Accessibility: The office is wheelchair-accessible, with features such as wheelchair-accessible parking, entrance, seating, and toilet facilities.

Practical Information

To schedule an appointment with Dale Donaldson, clients can call the office at 206-315-6256 or visit the Ameriprise website (ameripriseadvisors.com) and follow the contact instructions. Appointments are recommended, and online appointments are available for added convenience.

Dale Donaldson's office hours are Monday through Friday, 8:30 AM to 5:00 PM. However, evening and weekend appointments may be available upon request.

Opinions and Average Opinion

At the time of writing, Dale Donaldson and Ameriprise Financial Services, LLC, have 0 reviews on Google My Business. As such, it is not possible to provide an average opinion or highlight positive aspects from reviews. However, this lack of reviews may indicate that the practice is relatively new or that clients have been satisfied enough not to feel the need to leave a review.

Potential clients are encouraged to visit the Ameriprise website to learn more about Dale Donaldson's services, team, and approach to financial planning. They can also reach out for a complimentary initial consultation to gain firsthand experience with Dale and his team.