Since 1971, David White & Associates has been trusted to provide financial planning advice throughout the Greater Bay Area. We offer valuable planning services for individuals, small business owners and Fortune 500 company executives. Our firm manages over $650 million dollars for our clients. We are wealth accumulation and income distribution advisors not captive to any one idea, service or product
Our credentialed and skilled Financial Professionals strive to build relationships with each client to help guide and navigate today’s complex financial decisions.
We provide many types of services and products including:
• Developing strategies to help reach your goals and dreams.
• Creating a guide to help navigate the investment markets and grow your portfolio.
• Helping to protect your assets against losses/uncertainties.
• Creating a plan to help you enjoy financial security during retirement years.
David White & Associates has the power to make your financial plans and dreams a reality.
Securities and investment advisory services offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC (www.finra.org / www.sipc.org). AIC and DWA are not affiliated. Additional products and services may be available through DA that are not offered through AIC. This is not an offer of securities in any jurisdiction, nor directed to a resident of any jurisdiction. Request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from DWA will contact you to provide requested information. DWA does not provide tax or legal advice. Please consult your tax advisor or attorney.
Information posted by or links to 3rd parties are not created nor endorsed by AIC or DWA astheir content cannot be guaranteed. Specialties: Financial Planning, Wealth Accumulation, Wealth Protection, Tax Strategies. Website: wwwldwassociates.com Headquarters: 3150 Crow Canyon Place Suite 200|San Ramon, CA|94583
Company Details
- Employees
- 66
- Founded
- -
- Address
- 3150 Crow Canyon Place,
- Phone
- 925-277-2600
- in****@****tes.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- dwassociates.com
- Keywords
- long term care insurance, disability insurance, life insurance, wealth protection, tx strategies, financial planning, wealth accumulation, charitable giving, hiring.
- HQ
- San Ramon, CA
David White & Associates Questions
David White & Associates's helpline number is 925-277-2600
David White & Associates's website is dwassociates.com
David White & Associates's LinkedIn profile is https://www.linkedin.com/company/david-white-&-associates_2
David White & Associates has
66 employees.
View email and phone details for 66
employees at David White & Associates.
David White & Associates's industry is
Financial Services
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David White & Associates's support email address is info@dwassociates.com
David White & Associates's categories are Financial Services
David White & Associates's founding year is 1971
