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 Sequim, 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.
Who is Dale Donaldson and what services does he offer?
Dale Donaldson is a Private Wealth Advisor at Ameriprise Financial Services, LLC, serving clients in Sequim, WA. He offers financial planning services including 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 572 N 5th Ave, Sequim, WA 98382, United States.
How can I contact Dale Donaldson?
You can contact Dale Donaldson by phone at +1 360-552-2900 or via email at dale.n.donaldson@ampf.com.
Does Dale Donaldson offer online appointments?
Yes, Dale Donaldson offers online appointments to accommodate clients' needs.
Is Dale Donaldson's office wheelchair accessible?
Yes, the office has wheelchair accessible entrance, seating, and restrooms.
Where can I find more information about Dale Donaldson's credentials?
More information is available at FINRA's BrokerCheck website, reachable via the provided link in the business profile.
What nearby medical facilities are close to Dale Donaldson's office?
Near the office there are several medical facilities including Vascular and Surgical Care Northwest MD, Olympic Peninsula Prosthodontics, North Coast Eye Care, Sequim Vision Clinic, and Paragon Dermatology.
Are there any nearby financial or legal service providers?
Yes, nearby there is Olympic Tax & Business Consulting, LLC for trusts and tax services, Sound Community Bank for banking needs, and Payne Law for legal and family law services.
If I am visiting Dale Donaldson, are there wellness or beauty services nearby?
Yes, near the office you can find NW Beauty & Wellness, Northwest Beauty and Wellness medical spa, Magic Nails salon, and Sorensen Chiropractic & Massage for wellness and beauty services.
Can Dale Donaldson help with planning my retirement and saving for education?
Yes, Dale specializes in retirement planning strategies and saving for education as part of his financial planning services.