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

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

Dale Donaldson, a seasoned Private Wealth Advisor, leads the Wealthbridge Advisors team at Ameriprise Financial Services, LLC, located in the heart of Seattle, Washington. With a commitment to personalized financial planning and investment services, Donaldson and his team strive to help clients achieve their unique financial goals.

Main Services

• Comprehensive Financial Planning: Dale Donaldson and his team offer holistic financial planning services, addressing clients' short-term and long-term goals, retirement planning, tax strategies, and estate planning.
• Investment Management: They provide tailored investment strategies, including portfolio construction, monitoring, and rebalancing, to help clients grow and preserve their wealth.
• Retirement Planning: The team specializes in retirement planning, helping clients navigate complex decisions regarding retirement accounts, pensions, and Social Security benefits.
• Estate and Legacy Planning: They assist clients in creating effective estate plans, including wills, trusts, and powers of attorney, to protect their assets and ensure a lasting legacy.
• Business Planning: For business owners, Donaldson and his team offer services such as business succession planning, key employee retention strategies, and buy-sell agreement funding.

Location and Access

The Ameriprise Financial Services office is conveniently located at 1333 Stewart St, Suite 1, Seattle, WA 98109, just off Interstate 5 and within walking distance of the University of Washington's Seattle campus. The office is easily accessible by public transportation, with multiple bus routes serving the area. For those driving, ample on-site parking is available.

Featured Characteristics

• Wheelchair Accessibility: The office is wheelchair-accessible, with a dedicated wheelchair-accessible entrance, parking, seating, and toilet facilities.
• LGBTQ+ Friendly: Ameriprise Financial and the Wealthbridge Advisors team are committed to providing an inclusive and welcoming environment for all clients.
• Online Appointments: The team offers virtual meetings and online appointments for clients who prefer to meet remotely or are unable to travel to the office.
• On-Site Services: In addition to virtual meetings, the team also provides on-site services for clients who prefer in-person consultations.

Practical Information

• Phone: You can reach the Wealthbridge Advisors team by calling 206-315-6256.
• Website: Visit the team's website at ameripriseadvisors.com to learn more about their services and request a complimentary initial consultation.
• Email: To send an email, use the contact form available on their website.
• Office Hours: The office is open Monday through Friday, 8:30 AM to 5:00 PM, with appointments recommended. However, the team can accommodate clients' schedules for meetings at other times.

Client Reviews and Testimonials

As of now, there are no reviews for Dale Donaldson or the Wealthbridge Advisors team on Google My Business. However, Ameriprise Financial Services as a whole maintains an average rating of 4.2/5 stars across various platforms, indicating a high level of satisfaction among clients.

Positive aspects mentioned in reviews of Ameriprise Financial Services include:

• Personalized Service: Many clients appreciate the tailored approach to financial planning and investment management.
• Knowledgeable and Experienced Advisors: Clients often comment on the expertise and professionalism of the advisors they work with.
• Exceptional Communication: Reviews frequently highlight the clear and concise communication provided by the advisors, ensuring clients stay informed and engaged in the planning process.

While there are no specific reviews for Dale Donaldson and his team, the positive aspects mentioned in reviews of Ameriprise Financial Services suggest that clients may have a similar experience working with the Wealthbridge Advisors team.

To learn more about Dale Donaldson and the Wealthbridge Advisors team, or to schedule a complimentary initial consultation, visit their website or contact them via phone. They look forward to helping you achieve your unique financial goals.