Ion Financial & Insurance Services - Los Osos, California

Okay, here’s a detailed description of Ion Financial & Insurance Services, crafted to be helpful and informative, suitable for someone seeking reliable financial and insurance guidance:

Ion Financial & Insurance Services: A Trusted Partner

For individuals and families seeking comprehensive financial security, Ion Financial & Insurance Services stands as a dependable resource. Located at 2106 9th St, Los Osos, CA 93402, United States, and reachable by phone at 8055284358, Ion offers a blend of personalized service and expert advice within the life and health insurance sectors. Their website, ifisconnection.com, serves as a central hub for information and scheduling.

Specializations and Services

Ion Financial & Insurance Services specializes in providing tailored solutions for both life insurance and health insurance needs. They understand that every individual’s circumstances are unique, and their approach centers on building relationships and developing strategies aligned with specific goals. They don’t just sell policies; they aim to provide long-term financial planning support. The company’s commitment to client well-being is evident in their dedication to offering a range of services designed to address various financial aspirations.

Accessibility and Convenience

Ion prioritizes client accessibility. They offer convenient online appointments to streamline the process of discussing your needs. Furthermore, they provide on-site services at their Los Osos location, ensuring a comfortable and private environment for consultations. Recognizing the importance of inclusivity, the office boasts a wheelchair-accessible car park and wheelchair-accessible entrance, demonstrating a commitment to serving all clients equally.

Positive Client Feedback & Reputation

Ion Financial & Insurance Services has garnered consistently positive feedback within its community. A significant number of reviews – currently totaling 15 on Google My Business – demonstrate a high level of client satisfaction. The overwhelmingly positive average opinion of 5/5 suggests a deep commitment to customer service and professional integrity. Many clients highlight the long-standing relationships they’ve cultivated with their advisors, emphasizing the value of consistent support and guidance over many years.

Key Features & Information

| Feature | Description |
|--------------------|-------------------------------------------|
| Location | 2106 9th St, Los Osos, CA 93402 |
| Phone | 8055284358 |
| Website | ifisconnection.com |
| Specialties | Life Insurance, Health Insurance |
| Accessibility | Wheelchair Accessible |

Concluding Recommendation

Ion Financial & Insurance Services appears to be a firm dedicated to building trust and providing valuable, personalized service. Their combination of expertise, convenience, and a focus on client relationships makes them a strong contender for anyone seeking reliable guidance in the areas of life and health insurance. We strongly encourage prospective clients to explore their offerings further and schedule a consultation through their website: ifisconnection.com. Taking that initial step could be the foundation for a secure and well-planned financial future.

👍 Reviews of Ion Financial & Insurance Services

Dan L.

5/5

David has been helping my wife and I for about 12 years after he took over from our first adviser who moved away. We have quite a few insurance policies and retirement packages that he has carefully guided us through over the years. His office is comfortable , private, close by, and he is accessible easily by e-mail and telephone. He has become a good friend through the years, highly recommended.

Laura B.

5/5

David has been a wonderful resource for my families life insurance. He takes the time to ensure I understand the policies in layman's terms. David keeps in touch to ensure my beneficiaries are updated as well as ensuring I have not had any life changes that need to be addressed. David's knowledge and caring for his clientele surpasses my expectations.

Chantal L. B.

5/5

David came highly recommended to us. We are so grateful for his expertise and tremendous help with all things insurance related! His impressive knowledge, thoroughness and caring attitude have made us feel secure and in very good hands.

Mike S.

5/5

Dave Ion has been serving our church and our family for many years. He does his homework, presents options and stays on top of our insurance and investment needs. I highly recommend him!

Darlene D.

5/5

David is very knowledgeable and able to help you find the best options for your needs. He makes the process understandable and is able to answer all your questions. If you're not sure where to start, start with Ion Financial Services. Integrity should be part of the name because its part of the service.

Vicki H.

5/5

David Ion has been our insurance agent for many years, my husband and I would highly recommend his expertise for your insurance needs. He is knowledgeable and truly cares for the clients he serves.

g W.

5/5

Very personable, Friendly and knowledgeable
Mr. Ion has both saved me money and made me money.
He led me through some very difficult things that I did not understand.
He is Very Very Patient.
I would recommend His services to anyone. A very good choice.

Laura D.

5/5

I have worked with David for about 5 years now for my Roth IRA account, and he also manages my jobs insurance and retirement planning as well. He is very thorough and I have always felt 100% confidence when working with him.