David White & Associates - San Ramon, California

David White & Associates

David White & Associates es una empresa que ofrece servicios de planificación financiera y agencia de seguro de vida en San Ramon, California.

Con más de 15 años de experiencia en la industria, la empresa se especializa en ayudar a sus clientes a alcanzar sus objetivos financieros y a proteger sus activos.

La empresa cuenta con un equipo de expertos en planificación financiera y agencia de seguro de vida que trabajan estrechamente con sus clientes para entender sus necesidades y objetivos.

Algunas de las especialidades de la empresa incluyen la planificación financiera, la gestión de activos y la selección de productos de seguro de vida.

La empresa también se destaca por su atención al cliente y su compromiso con la satisfacción de sus clientes.

Sobre la empresa

David White & Associates tiene su sede en 3150 Crow Canyon Pl, San Ramon, CA 94583.

Pueden comunicarse con la empresa llamando al teléfono 527-726-00 o visitando su sitio web en dwassociates.com.

Specialidades

• Financial planner
• Life insurance agency

Características

• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Restroom
• Appointments recommended

Opiniones

Esta empresa ha recibido 5 reseñas en Google My Business con una media de 3.8/5.

Medio de opinión

La media de opinión es 3.8/5, lo que indica una satisfacción general de los clientes.

👍 Reviews of David White & Associates

Maria F.

1/5

Please do not use this company, especially if you are a Senior Citizen. Brad Tarter and David Zook sold us a Life insurance policy while I was in my 60's and my brother was in his 50's. We both were led to believe we were being sold an annuity plan which would grow for us. This was in 2016 when the stock market was doing well. A few years later we realized the policy was costing us money instead of making money. We met with Brad and David last year and they stated they would work with Ameritas to fix the issue. My brother spoke with them several times with no solution. In the meantime the fees were continuing to add up with no increase for our investment. We now have a new company who are working with Ameritas to assist us with moving this account to enable us to begin earning money on our investment. I invested $260,000.00 and my brother invested $190,000.00. We are now taking a loss. My loss is $82,000.00 and my brother's loss is $57,000.00. We are sure Brad and David continued making money on our policies at our expense. Please DO NOT trust this organization!

Trilla B.

5/5

I have been dealing with Mr. Howard Barto. We had an issue with our insurance policy. That issue was handled promptly with an excellent result. We could not have been happier with the service we received from this firm.

annie D.

4/5

good

Dan P.

5/5

Excellent service

Ashley M.

4/5