- Estate Planning
- Business Formation
- Insurance Products
- Certified Financial Planner (CFP)
Advisory Group West is an independent wealth management firm that serves individuals and businesses in the communities of Glendale. It helps clients in planning for their investments, business succession, retirement, estates, and insurance. Its team of financial advisors has a collective experience of 100 years. The founder and managing principal, Bob Donaldson, is an investment adviser representative who has been working in the industry since 1977. He is affiliated with the American Society of CLU and ChFC.