Ion Financial & Insurance Services

    Ion Financial & Insurance Services
    Listing Category

    David Ion, owner

    Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

    We understand the challenges families face today.

    From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

    We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

    (805) 528-4358, (877) 774-1711 - Toll Free
    2106 9th Street, Los Osos, California
    ZIP Code
    Membership Level
    Silver Member