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.
We are a local business offering financial services as well as an insurance brokerage that has been established for 14 years. We focus on Life, Health, Annuities, Investments, Disability Income, Long Term Care Insurance, Dental Insurance and Travel Insurance.
We have extensive personal and professional experience. In addition, we hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products. Our priority is developing lasting relationships with all our clients. We also believe in helping you assess your financial goals and participate in the management of your finances.
Here at Ion Financial & Insurance Services, we know that you are looking for security and stability to ensure your hard-earned money is there to meet your financial goals. A good place to begin is to review your current life insurance policies and the names and addresses of your beneficiaries. What is equally important is to create a list of your current goals and expectations for your policies.
Please give us a call at (805) 528 4358 or firstname.lastname@example.org to schedule a time for your complimentary policy review.
We are here to help and look forward to visiting with you soon.