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: Comprehensive Overview
Dale Donaldson, a seasoned Private Wealth Advisor at Ameriprise Financial Services, LLC, is located at 1333 Stewart St Ste 1, Seattle, WA 98109, United States. With a commitment to personalized financial planning and investment services, Donaldson and his team at Wealthbridge Advisors strive to help clients achieve their unique financial goals.
Main Services
- Financial Planning: Donaldson and his team provide comprehensive financial planning services, including retirement planning, investment planning, education funding, and estate planning.
- Investment Services: They offer investment management services, helping clients grow and preserve their wealth through a tailored investment approach.
- Retirement Planning: The team specializes in helping clients prepare for retirement by creating retirement income strategies and managing retirement assets.
- Estate Planning: They assist clients in developing strategies to efficiently pass assets to future generations, minimize estate taxes, and support philanthropic goals.
Location and Access
The office is situated in the Belltown neighborhood of Seattle, a vibrant and walkable district known for its restaurants, nightlife, and public art. The location is easily accessible by various modes of transportation:
- Public Transportation: Several bus routes stop nearby, and the office is a short walk from the Westlake Station, serving both the Seattle Center Monorail and the Seattle Streetcar.
- Driving and Parking: The office is accessible via I-5 and I-90, with nearby parking available at the 5th Avenue N & Stewart St Garage and the 2nd & Stewart Parking Garage.
Featured Characteristics
Wealthbridge Advisors offers several unique features to enhance the client experience:
- Online Appointments: Clients can choose to have virtual meetings, providing flexibility and convenience.
- On-Site Services: The office offers on-site services, allowing clients to meet with the team in person.
- Accessibility: The office and parking garage are wheelchair-accessible, ensuring all clients can visit comfortably.
- LGBTQ+ Friendly: Wealthbridge Advisors is committed to providing an inclusive environment for all clients.
Practical Information
- Address: 1333 Stewart St Ste 1, Seattle, WA 98109, United States
- Phone: 206-315-6256
- Website: ameripriseadvisors.com
- Hours: Monday - Friday, 9:00 AM - 5:00 PM (appointment recommended)
Current Reviews and Ratings
As of now, Dale Donaldson and Wealthbridge Advisors have 0 reviews on Google My Business. However, clients can expect a high level of professionalism, personalized service, and expertise in financial planning and investment management based on Ameriprise's reputation and Donaldson's extensive experience.
Positive Aspects: While there are no current reviews, potential clients can look forward to the following positive aspects based on Ameriprise's brand and industry standards:
- Personalized Service: Donaldson and his team take the time to understand each client's unique financial situation and goals.
- Expertise: With years of experience and access to Ameriprise's resources, clients can expect knowledgeable and up-to-date financial advice.
- Comprehensive Approach: Wealthbridge Advisors offers a wide range of services to address all aspects of clients' financial lives.