Step 1. Find and Advisor who Cares.

The first step

Sometimes the first steps are the hardest. Achieving a feeling that you indeed have a secure future ahead is not for the feint of heart. You've probably tried in the past to handle that challenge alone. Perhaps you chose to leave it up to a responsible employee at a responsible firm. Perhaps it made sense to plan for the future where you do your banking. It is not an easy path to attempt on your own. It's a little too important to leave in the hands of a person who sees you as simply another fiduciary account holder.

Achieve this challenge by organizing your thoughts and thinking about a plan. Then take that first step. Find an advisor who cares.

Find someone that cares today at Advisory Group West in Glendale, California — (818) 241-9061.

Learn More about the Advisors at AGW

It’s about caring. It’s about courage. It’s also about completion.

AGW's mission, is to help people re-imagine and remodel their financial future. We emphasize personalized service because all of our clients have different financial goals and are best served by strategies customized for each client's unique needs.

Questions? We have answers...

Question: Client care is a top priority at AGW. Why is it so important?

Answer: "...growth is continuous as a result of caring"

Question: Four words your clients would use to describe you, Bob Donaldson?


Answer: "It takes courage to be honest, so the third thing would be courage..."

ADVISORY GROUP WEST
330 N. Brand Blvd., Ste. 910
Glendale, CA 91203

 Map

 (818) 241-9061 xt.114

 (818) 241-9062

 e-mail: Derek@AdvisoryGroupWest.com


©2010 – 2017  Advisory Group West

Policy

Robert Donaldson (CA Insurance License #0541081) is a Registered Representative and Investment Adviser Representative with/and offering securities and advisory services through Commonwealth Financial Network, Member FINRA / SIPC, a Registered Investment Adviser. Additional advisory services offered by Advisory Group West, a registered investment adviser, are separate and unrelated to Commonwealth.

This communication is strictly intended for individuals residing in the states of AZ, CA, FL, HI, LA, NY, TX, UT, WA.