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      Ion Financial Services

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      Financial Planning Consultants, Employee Benefits Insurance, Financial Services

      2106 9th St, Los Osos, CA 93402

      805-528-4358

      CLOSED NOW: 
      Today: 9:00 am - 5:00 pm
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      REVIEWS write reviewWrite a Review

      REVIEW SUMMARY

      • 5star
      • 4star
      • 3star
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      • 1star
      5
      3 Reviews
      Rate this business!
      First-classBetter than mostAbout what I expectedNot the worst...Disappointing
      anonymous

      10/03/09

      Someone who listens and provides direct answers without a hard sales pitch.

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      anonymous

      10/03/09

      A highly ethical company who listened to my needs and made recommendations even though I have an agent. I would like them to become my health insurance agent as mine disappeard 5 years ago but Blue Cross won't allow the change.

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      anonymous

      10/03/09

      Very helpfull and informative. All my questions were answered and I am waiting on some illustrations at this time.

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      DETAILS

      Retirement Solutions for Life

      General Info
      Life - Health - Financial Services: Ion Financial & Insurance Services delivers concierge insurance service to individuals, families and small businesses. Ion Financial & Insurance Services is not owned by any insurance company, therefore we provide objective information to consumers and small business owners, helping them make informed decisions. Insurance Broker/Agent - David Ion, LUTCF, FSS CA License OE26264
      Extra Phones

      8055281350: 805-528-8140

      Hours
      Regular Hours
      Mon - Fri:
      Sat - SunClosed
      Categories
      Financial Planning Consultants, Employee Benefits Insurance, Financial Services, Health Insurance, Insurance, Life Insurance, Long Term Care Insurance
      Services/Products
      Life Insurance, Final Expense Insurance, Long Term Care Insurance, Medicare, Critical Illness, Annuities, Investments, Retirement
      Brands
      Allianz Life, Anthem Blue Cross, , Assurity Life & Critical Illness, Blue Cross-Blue Shield, Genworth, John Hancock, Kansas City Life
      Location
      Located on the corner of 9th St. and Los Olivos in Los Osos.
      Amenities
      Coffee is always on.
      Accreditation

      NAIFA

      LUTCF

      FSS

      Associations
      NAIFA
      AKA

      David A. Ion, LUTCF, FSS

      Other Link

      Primary Website

      Data provided by one or more of the following: Thryv, Data Axle, Yext.