True financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.
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Dale Donaldson - Private Wealth Advisor, Ameriprise Financial Services, LLC
Business Details
1333 Stewart St, Seattle, WA
98109, United States
Certified by Dale Donaldson - Private Wealth Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
(206) 315-6256
Certified by Dale Donaldson - Private Wealth Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
https://www.ameripriseadvisors.com/team/wealthbridge-advisors/contact
Certified by Dale Donaldson - Private Wealth Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
About
Certified by Dale Donaldson - Private Wealth Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningFinancial ConsultantAmeriprise
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 Seattle, WA 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
Certified by Dale Donaldson - Private Wealth Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Dale Donaldson - Private Wealth Advisor, Ameriprise Financial Services, LLC
1333 Stewart St, Seattle, WA
98109, United States
Products & Services
1 list · 4 items
Frequently Asked Questions About Dale Donaldson - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does Dale Donaldson provide as an Ameriprise Financial Advisor?
Dale Donaldson offers services such as estate planning, retirement planning, cash flow management, family finances, domestic partner planning, charitable giving, employee stock options, and saving for education.
Where is Dale Donaldson's office located?
The office is located at 1333 Stewart St, Ste 1, Seattle, WA 98109, USA.
How can I contact Dale Donaldson?
You can contact Dale Donaldson by phone at +1 206-315-6256 or via email at dale.n.donaldson@ampf.com.
Does Dale Donaldson offer online appointments?
Yes, online appointments are offered to accommodate client needs.
Is Dale Donaldson's office accessible for people with disabilities?
Yes, the office has a wheelchair-accessible entrance, seating, and restrooms.
Is Dale Donaldson's service welcoming to the LGBTQ community?
Yes, the services welcome LGBTQ clients with an inclusive environment.
Where can I find more information about Dale Donaldson's professional background?
More information is available on Dale Donaldson's LinkedIn profile at https://www.linkedin.com/pub/dale-donaldson/12/aaa/75b and at FINRA's BrokerCheck website.
What nearby attractions can I visit before or after my appointment with Dale Donaldson?
Nearby, you can visit music venues and bars like El Corazon, Graceland, and The Off Ramp, or enjoy dining at Mary’s Kitchen at El Corazon or The Peach & The Pig @ El Corazon.
Are there nearby parking options when visiting Dale Donaldson’s office?
Yes, Stewart and Yale Parking and SP Plus Parking are nearby and convenient options for parking.
What nearby businesses could complement financial planning services?
Nearby businesses like Bradley Johnson Lawyers for legal assistance and other Ameriprise financial advisors such as Carol Ann Davis and Vista Financial Solutions can complement your financial planning needs.
Brand Certified Facts from Dale Donaldson - Private Wealth Advisor, Ameriprise Financial Services, LLC
This information is certified by Dale Donaldson - Private Wealth Advisor, Ameriprise Financial Services, LLC and published from the brand's official system of record. Data is distributed through an enterprise-grade knowledge management platform. Learn more about our data sources
Certified August 16, 2026Yext Knowledge Graph
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