David A. Ion, Lutcf, Fss Email & Phone Number

We are a business offering financial services as well as an insurance brokerage that has been established for 18 years. We focus on Life, Health, Annuities, Investments, Disability Income, Long Term Care Insurance, Dental Insurance and Travel Insurance.We have extensive personal and professional experience. In addition, we hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products. Our priority is developing lasting relationships with all our clients. We also believe in helping you assess your financial goals and participate in the management of your finances. Here at Ion Financial & Insurance Services, we can help to ensure your hard-earned money is there to meet your financial goals. A good place to begin is to review your current life insurance policies and the names and addresses of your beneficiaries. What is equally important is to create a list of your current goals and expectations for your policies.Please give us a call at 805 528 4358 or david.ion@ceterawealth.com to schedule a time for your complimentary policy review.Securities offered through Cetera Advisor Networks, LLC(doing business in CA as CFGAN Insurance Agency LLC, CA Insurance License #064476) member FINRA/SIPC, a broker-dealer. Cetera is under separate ownership from any other named entity. CA Insurance License #0E26264 2106 9th St.Los Osos, CA 93402

Listed skills include Life Insurance, Long Term Care, Financial Services, Small Business, and 20 others.