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

Dale Donaldson, a seasoned Private Wealth Advisor at Ameriprise Financial Services, LLC, offers comprehensive financial guidance to individuals and families seeking to achieve their long-term financial goals. Situated at 1333 Stewart St Ste 1, Seattle, WA 98109, United States, Mr. Donaldson operates from a conveniently located office designed to provide accessible and personalized service. His firm, Ameriprise, is a well-established financial services company dedicated to helping clients manage their investments, plan for retirement, and safeguard their financial futures.

Key Specializations: Mr. Donaldson specializes in providing tailored financial planning and investment services. He assists clients with a broad range of financial needs, including retirement planning, college savings, estate planning, tax optimization, and wealth management. He takes a collaborative approach, working closely with clients to understand their unique circumstances, risk tolerance, and objectives. This ensures that the financial strategies developed are perfectly aligned with their individual needs.

Location and Accessibility: The Seattle office is strategically located to serve clients throughout the region. Importantly, the office prioritizes accessibility for all clients. Here’s a breakdown of the facility’s features:

• Address: 1333 Stewart St Ste 1, Seattle, WA 98109, United States
• Phone: 2063156256
• Website: ameripriseadvisors.com
• Wheelchair-Accessible Car Park: Available onsite.
• Wheelchair-Accessible Entrance: Yes, ensuring easy access for all visitors.
• Wheelchair-Accessible Seating: Designated seating areas are available to accommodate clients using wheelchairs.
• Wheelchair-Accessible Toilet: A fully accessible restroom is provided.
• Other Amenities: The office also offers online appointments for added convenience and on-site services to cater to individual client preferences.

Client Experience and Feedback: Currently, Ameriprise Financial Services, LLC, through Dale Donaldson’s team, has 0 reviews on Google My Business. This suggests a relatively new presence or a focus on building a strong client base through direct engagement. The average opinion, at 0/5, requires further development to establish a robust online reputation. However, the firm’s commitment to accessibility and personalized service is a positive indicator of its approach to client relationships.

Services Offered in Detail:

• Retirement Planning: Mr. Donaldson helps clients develop comprehensive retirement strategies, considering factors such as income needs, investment timelines, and potential healthcare costs.
• Investment Management: He offers a variety of investment solutions, including portfolio construction, asset allocation, and ongoing monitoring, designed to help clients achieve their financial goals.
• Estate Planning: Mr. Donaldson can assist clients in developing estate plans that ensure their assets are distributed according to their wishes and minimize potential tax liabilities.
• College Savings Planning: He provides guidance on saving for college, including 529 plans and other investment options.
• Tax Planning: Mr. Donaldson collaborates with tax professionals to identify opportunities to minimize tax liabilities and optimize financial strategies.
• Insurance Planning: He helps clients assess their insurance needs, including life insurance, disability insurance, and long-term care insurance.

Commitment to Inclusivity: Ameriprise Financial Services, LLC demonstrates a commitment to inclusivity by being LGBTQ+ friendly. This creates a welcoming environment for all clients, regardless of their background or identity. The firm recognizes the importance of diversity and inclusion in fostering trust and building strong client relationships. The accessibility features further underscore this commitment to serving a broad range of clients.

Recommended Appointments: Due to the personalized nature of his services, appointments with Mr. Donaldson are highly recommended. This allows him to thoroughly assess a client’s financial situation, discuss their goals, and develop a customized plan. Clients can schedule appointments via phone at 2063156256 or through the firm’s website: ameripriseadvisors.com.