Home
About
Process
Services
Resources
Blog
Request a Meeting

Karen DiStasio

VP, Retirement Consulting Services

Contact

Office: (818) 241-9061

330 N Brand Boulevard

Glendale, CA 91203

AGW@AdvisoryGroupWest.com

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Form CRS: Client Relationship Summary

Robert Donaldson (CA Insurance License #0541081) is a Registered Representative and an Investment Adviser Representative with/and offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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

No offers may be made or accepted from any resident outside these states due to various state and registration requirements regarding investment products and services.

Your name and email address are being collected for potential future marketing opportunities. If you are not interested in learning more about Advisory Group West's products and services, or if you do not want your name and email address used for marketing purposes, please do not sign up/provide your email address. Otherwise, the information collected will be used for these purposes