Dale Donaldson - Private Wealth Advisor, Ameriprise Financial Services, LLC
Business Details
About
Financial PlanningInvestment ServiceFinancial Consultant
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Lake Oswego, OR area, Dale Donaldson will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Details
- Online appointmentsAvailable
- Onsite servicesAvailable
- Wheelchair accessible entranceAvailable
- Wheelchair accessible restroomAvailable
Location
Dale Donaldson - Private Wealth Advisor, Ameriprise Financial Services, LLC
5000 Meadows Rd, Lake Oswego, OR
97035, United States
Frequently Asked Questions About Dale Donaldson - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does Dale Donaldson provide as a financial advisor?
Dale Donaldson offers financial advisory services including charitable giving, domestic partner planning, and employee stock options.
What specialities does Dale Donaldson focus on in financial planning?
His specialities include estate planning strategies, retirement planning strategies, cash flow management, family finances, domestic partner planning, charitable giving, employee stock options, and saving for education.
Where is Dale Donaldson's office located?
His office is located at 5000 Meadows Rd, Ste 450, Lake Oswego, OR 97035, USA.
Is Dale Donaldson's office accessible for individuals with disabilities?
Yes, the office has wheelchair accessible entrance, seating, and restrooms.
Does Dale Donaldson offer online appointments?
Yes, online appointments are available.
Is Dale Donaldson's office welcoming to LGBTQ clients?
Yes, the office welcomes LGBTQ clients.
How can I contact Dale Donaldson for financial advisory services?
You can contact him via phone at +1 503-595-2110 or email at dale.n.donaldson@ampf.com.
Are there any nearby real estate services close to Dale Donaldson's office that clients might find useful?
Yes, there are several nearby real estate agents and services including Oregon Real Estate Experts, LLC - Patrick Bancke President, Michael De Hetre Real Estate, and McDuffee Property Group, which clients interested in property may want to contact when planning their finances.
What coworking spaces are near Dale Donaldson's office for clients looking for flexible work locations?
Bolen Group is a nearby coworking space that clients might consider for flexible workspace options while visiting the area.
Are there other financial advisors near Dale Donaldson's office for collaborative or alternative advisory services?
Yes, Joshua T Gregory, also a Private Wealth Advisor at Ameriprise Financial Services, LLC, is located nearby and can provide additional financial planning options.