Broker Check

Finding Your Fit

We are a local business offering financial services as well as an insurance brokerage that has been established for 14 years. We focus on Life, Health, Annuities, Investments, Disability Income, Long Term Care Insurance, Dental Insurance and Travel Insurance.

Client Centered

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 know that you are looking for security and stability 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.

We are here to help and look forward to visiting with you soon.

Suggested Content

<p>Three Key Questions to Answer Before Taking Social Security</p>

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?
Learn More
<p>Comparing Investments</p>

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.
Learn More
<p>Retiree Health Care Coverage Overseas</p>

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.
Learn More