Donald Grassi, Financial Advisor serving the Independence, OH area - Ameriprise Advisors

Donald Grassi

CRPC®, AAMS®, AWMA®

Financial Advisor
A private wealth advisory practice of Ameriprise Financial Services, LLC
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Why Clients Choose Us

Our objective at ViewPoint Wealth Partners is to help take the guesswork and uncertainty out of retirement planning. Whether retirement is years away, quickly approaching, or already a reality, we will work together to ensure you have the “road map” that encompasses your financial picture. As it becomes necessary, we will help you adapt to your changing retirement needs.

Our team will educate you so you understand complex issues to ease the stress of the decision-making process. We are committed to helping you feel more confident about your financial future because your success is our main goal. We take pride in making a difference in the lives of our clients.

Our Core Tenets

1) Focus on Planning: Enables clients to feel more confident in navigating financial milestones through a discovery process, education, interactive planning and breaking down complex issues to be more understandable.

2) Collaborative Approach: Uses a team approach to apply global resources for your benefit with a personal touch.

3) Personal Attention: We connect with clients which enables long-term relationships that feel like family.

My videos

4 videos

The Ameriprise difference

Advice based on your goals, and no one else’s
I’m proud of what I do, and all that my clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, I’d like to help.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)