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@advisorygroupwest.com
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1 phone found area 818
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Bob Donaldson is listed as Wealth Management Guidance since 1977 at Advisory Group West, a company with 2 employees, based in Glendale, California, United States. AeroLeads shows a work email signal at advisorygroupwest.com, phone signal with area code 818, and a matched LinkedIn profile for Bob Donaldson.
Bob Donaldson previously worked as CEO at Advisory Group West and Chartered Financial Consultant at Cigna Financial Advisors/Lincoln Financial Group(Sagemark). Bob Donaldson holds Bs Business Adm, Marketing from California State University-Long Beach - College Of Business Administration.
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AeroLeads found 2 current-domain work email signals for Bob Donaldson. Compare company email patterns before reaching out.
Financial security is a means to support an end. A quality life.Feeling the struggles of my father’s sacrifice and lifelong hard work, burned in me a desire to find answers to what habits lead to a better quality of life. It crushed me to hear him regret settling for survival simply for not knowing any better. I vowed to find clearer answers.Most agree life balance usually involves the 5 “F’s”. Family, Faith, Friends, Fitness, and Financial. Physical and financial fitness are the means to increase the emotionally satisfying quality of our possible relationships with family, faith, and friends. After all, what matters most is not where we are, but who we’re with, and the quality of those relationships.Each of those 5 F's consume time. And none can be delegated, except some of the financial work.Advisory Group West provides concierge financial advisory services that educate, plan and collaborate with your efforts to integrate smart financial choices. Highly effective people and families can be so busy with career enhancement, researching for ‘right’ investments, finding the ‘best’ insurance products, trying to coordinate investment plans with retirement income plans and employee benefits, and deal with estate issues, etc.. it’s easy to forget your original intention is to live a fulfilling life with the people you care about.You're not alone. You don't have to be 'super person' trying to undertake a new career like financial planning that can take a lifetime to master. This what we do. Day in, day out since 1977. We serve to heighten your awareness that each every effort you make, every asset you own, and every resource your direct can be integrated for a 'multiplier effect' on your progress.You'll discover that aligning choices with your priorities, should also incorporate meeting the unique terms and conditions that define a quality of life for you.Intelligent decision-making processes should have you operating proactively toward your quality life, not reacting to hunches, life's curve balls, or “black swan” events. That's what we do.Our most fulfilling reward is hearing clients tell us how they not only learned to organize, prioritize and optimize their assets, but most importantly, that they gained the most precious commodity, time. Quality time. To learn more.Call 818-241-9061 ext:114Or you may enjoy watching this free 10 minute video on How to Maximize Your Retirement Readiness.Click below.
Listed skills include Asset Protection, Tax Efficient Cash Flow, Risk Managed Investments, Estate Planning Expert, and 7 others.
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330 N. Brand Blvd., Suite 910, Glendale, CA 91203
Clarity and focus are the building blocks for effective financial achievement. We delight in showing families how integrating your resources can deliver the kind of financial traction that can reduce stress and increase confidence your goals can be met, on your terms. Give us a call. We’d love to show you how.Mr. Donaldson is a Chartered Financial.
Glendale, California
Comprehensive Wealth Management and Investment Management for successful executives, business owners and professionals.
West Los Angeles
Sales manager of Oil and Gas Private Placements for accredited investors.
Encino, California
Managing agents working exclusively with small business owners on risk management such as loss of income from sickness or injury and the income needs of their survivors.
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Bob Donaldson works for Advisory Group West.
Bob Donaldson is listed as Wealth Management Guidance since 1977 at Advisory Group West.
AeroLeads has found 2 work email signals at @advisorygroupwest.com for Bob Donaldson at Advisory Group West.
AeroLeads has found 1 phone signal(s) with area code 818 for Bob Donaldson at Advisory Group West.
Bob Donaldson is based in Glendale, California, United States while working with Advisory Group West.
Bob Donaldson has worked for Advisory Group West, Cigna Financial Advisors/Lincoln Financial Group(Sagemark), Schrieber Securities, Inc., and Pennsylvania Life.
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Bob Donaldson holds Bs Business Adm, Marketing from California State University-Long Beach - College Of Business Administration.
Bob Donaldson is listed with skills including Asset Protection, Tax Efficient Cash Flow, Risk Managed Investments, Estate Planning Expert, Fluent Spanish, Wealth Management, Financial Advisory, and Insurance.
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