Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Mark Safstrom is a financial advisor at Truvestments Capital LLC, based in Seattle, WA and Sarasota, FL. Donald has been in the financial services industry since 1980. He is a Certified Financial Planner™ (CFP®) and a Personal Financial Specialist™ (PFS®). Donald is also the President and CPA at Safstrom CPAs & Advisors, PLLC, a tax preparation firm.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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WA
10/21/2024 - Present
Truvestments Capital LLC (Seattle WA)
Active
Inactive
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