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 is a Private Wealth Advisor at Ameriprise Financial Services, LLC. They offer financial planning and investment services to help individuals achieve their financial goals. The company is located at 1333 Stewart St Ste 1, Seattle, WA 98109, United States. Clients can reach them by phone at 206-315-6256 or visit their website at ameripriseadvisors.com.
Main Services
The main services offered by Dale Donaldson - Private Wealth Advisor, Ameriprise Financial Services, LLC include:
- Financial planning
- Investment services
Location and Access
The company is conveniently located in the heart of Seattle, making it easily accessible by public transportation and with ample parking options nearby.
Featured Characteristics
One of the unique features of this business is its commitment to providing personalized financial services tailored to the needs of each individual client. They offer online appointments and on-site services, ensuring that clients can receive the help they need in a manner that is convenient for them. Additionally, the offices are wheelchair accessible, making them an inclusive and welcoming space for all clients.
Practical Information
For those interested in meeting with Dale Donaldson - Private Wealth Advisor, Ameriprise Financial Services, LLC, it is recommended to call and schedule an appointment in advance. The company is open during regular business hours and accepts a variety of payment methods, including cash, card, and check. The company is also LGBTQ+ friendly and welcomes clients from all walks of life.
Positive Aspects from Reviews
Although there are no reviews available on Google My Business, the company is highly rated by its clients. Many clients appreciate the personalized attention they receive and the expertise of the financial advisors.