DAVID ION, LUTCF, FSS
ION FINANCIAL SERVICES
Life Insurance
Long Term Care
Health Insurance
Annuities
Investments

CONNECT

Address:

2106 9th St.
Los Osos, CA 93402

Phone:

(805) 528-4358,Toll Free: 877-774-1711

Money Matters

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 

  • Tax management strategies*
  • Investment management
  • Retirement strategies
  • Estate conservation
  • Insurance and annuity products

​*Neither Voya Financial Advisors nor its representatives offer tax or legal advice.  Please consult with your tax and legal advisors regarding your individual situation.