Dale Donaldson

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.

• 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.

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.

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.

• 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)

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.