Moon, Donna

Ameriprise Financial, with a dedicated team of over 10,000 advisors, is committed to assisting clients in achieving their financial goals through personalized financial advice and solutions. Their services include tailored portfolio recommendations, regular goal reviews, and digital tools to ensure clients remain on track with their investments. Each Ameriprise advisor possesses unique expertise in specific financial areas, allowing clients to select an advisor that aligns with their individual needs. The firm has received multiple recognitions for understanding client values and delivering high satisfaction in financial advisory services, reflecting their commitment to fostering confidence and control in clients' financial lives. Generated from the website

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.

Serving you in these unprecedented times During the current period of market pressure, we're watching the markets closely and are committed to helping you navigate the cycles of volatility. We believe it is important to stay focused on your financial goals and to make sound decisions based on cu...