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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

HoursCLOSED NOW
Regular Hours:
Mon - Fri
Sat - SunClosed

Contact Info

Phone:

Main - 805-528-4358

8055281350 - 805-528-8140

Address:
2106 9th St Los Osos, CA 93402
Email:

Reviews

5
3 Reviews
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anonymous

10/03/09

5.0

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

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anonymous

10/03/09

5.0

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

5.0

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

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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

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