Ion Financial & Insurance Services - Los Osos, California

Ion Financial & Insurance Services is a well-known and trusted life and health insurance agency located at 2106 9th St, Los Osos, CA 93402. You can easily reach them by phone at 8055284358 or visit their website at ifisconnection.com for more information.

Their specialties include life insurance and health insurance, and they offer onsite services, online appointments, wheelchair accessible entrance, and wheelchair accessible parking lot for their clients' convenience. These features make Ion Financial & Insurance Services a great choice for individuals with mobility issues or those who prefer to schedule appointments from the comfort of their own homes.

With 15 reviews on Google My Business, this company has an outstanding average opinion of 5/5. Clients have praised Ion Financial & Insurance Services for their professionalism, expertise, and friendly demeanor.

Ion Financial & Insurance Services is committed to providing exceptional financial and insurance services to their clients. Their knowledgeable and experienced team will guide you through the process of selecting the best insurance policies for your needs.

If you are looking for a reliable and trustworthy life or health insurance agency in Los Osos, CA, Ion Financial & Insurance Services is an excellent choice. Their convenient location, accessible facilities, and exceptional customer service make them a top pick for those seeking financial and insurance services.

Don't hesitate to contact Ion Financial & Insurance Services through their website at ifisconnection.com to learn more about how they can help you protect your financial future.

Reviews of Ion Financial & Insurance Services

Dan Lapp

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 Blanchard

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 Sparrow

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 DeLaVega

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 Hess

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.