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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:

      Link:

      Primary Website

      Reviews

      5
      3 Reviews
      Select your rating
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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.