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

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

Dale Donaldson, a Private Wealth Advisor, is based at Ameriprise Financial Services, LLC, located at 1333 Stewart St Ste 1, Seattle, WA 98109, United States. With a focus on personalized financial planning and investment services, Dale Donaldson and his team at Wealthbridge Advisors strive to help clients achieve their financial goals.

Main Services

• Financial Planning: Dale Donaldson and his team provide comprehensive financial planning services, tailored to each client's unique situation and objectives. They assist with retirement planning, estate planning, tax planning, and more.
• Investment Services: Wealthbridge Advisors offers a wide range of investment services, including portfolio management, asset allocation, and investment research. They work with clients to understand their risk tolerance and time horizon to create customized investment strategies.
• Retirement Planning: The team helps clients plan for a comfortable retirement, offering guidance on retirement savings, pensions, Social Security, and other retirement income sources.
• Estate Planning: They provide estate planning services to help clients preserve their wealth and ensure a smooth transition of assets to future generations. This includes creating wills, trusts, and other estate planning documents.

Location and Access

The Ameriprise Financial Services, LLC office is situated in the Belltown neighborhood of Seattle, offering easy access to public transportation and nearby amenities. The office is close to several bus stops served by King County Metro, and is a short distance from the Seattle Center Monorail and the Seattle Waterfront.

Parking is available nearby at the Belltown Garage (2327 4th Ave) and the Olive Way Garage (1625 8th Ave). The office is wheelchair-accessible, with a ramp at the entrance and an elevator providing access to all floors.

Featured Characteristics

• Experienced Team: Dale Donaldson and his team at Wealthbridge Advisors have extensive experience in the financial services industry, bringing a wealth of knowledge and expertise to their client relationships.
• Personalized Approach: The team takes a client-centered approach, focusing on each individual's unique goals, needs, and circumstances to create customized financial plans.
• Digital Tools and Collaboration: Wealthbridge Advisors leverages digital tools to simplify the financial planning process, enable online collaboration, and provide clients with 24/7 access to their financial information.
• LGBTQ+ Friendly: Ameriprise Financial Services, LLC and Wealthbridge Advisors are committed to creating an inclusive environment for all clients, including those from the LGBTQ+ community.

Practical Information

• Address: 1333 Stewart St Ste 1, Seattle, WA 98109, United States
• Phone: 206-315-6256
• Website: ameripriseadvisors.com
• Hours of Operation: Monday - Friday, 8:30 AM - 5:00 PM (PST)
• Appointments: Recommended, with the option for online appointments

When you refer someone to Dale Donaldson and Wealthbridge Advisors, they will receive an email with a link to their website, where they can learn more about the team and request a complimentary initial consultation.

Opinions and Average Opinion

As of now, there are no reviews for Dale Donaldson or Ameriprise Financial Services, LLC on Google My Business. Therefore, there is no average opinion available at this time. However, clients can expect a professional, personalized, and client-centered approach from Dale Donaldson and his team at Wealthbridge Advisors.

Some potential positive aspects that clients may appreciate include the team's experience, personalized approach, use of digital tools, and commitment to creating an inclusive environment for all clients.