Ion Financial & Insurance Services 9th St, Los Osos

Ion Financial & Insurance Services Reviews

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  g w
  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.

  Response from the owner

  Thank you GW. I appreciate the review and kind words. Have a wonderful day.

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  Dan Lapp
  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.

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  Laura Burkhardt
  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.

  Response from the owner

  Thank you Laura. Looking forward to seeing you soon.

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  Chantal L Blanchard
  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.

  Response from the owner

  Thank you Chantal. I hope all is well with your family.

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  Mike Sparrow
  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!

  Response from the owner

  Thank you for your kind words and your business. It is appreciated.

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  Darlene DeLaVega
  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.

  Response from the owner

  Darlene thank you and I hope you and your granddaughters enjoy Monterey vacation.

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  Laura D
  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.

  Response from the owner

  Thank you Laura. It's a pleasure to work with you as well.

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  Vicki Hess
  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.

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  MARY ELLEN COLE
  5

  David has made getting covered California quickly and easily every year. He is full of great ideas to make my financial life better.

  Response from the owner

  Mary thank you. I do my best for all my clients.

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  Cheryl Mehm
  5

  David has a wealth of information to help make life insurance decisions. He is quick to respond and help you through the process

  Response from the owner

  Thank you Cheryl. I appreciate your thoughts.