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David White & Associates
- Financial Services
- San Ramon, CA
About this business
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. Located in San Ramon, CA, our firm manages over $650 million dollars for our clients, and $4 billion dollars of insurance business. We are wealth accumulation and income distribution advisors, not captive to any one idea, service or product. Our credentialed and skilled Financial Professionals ... read more
Location details
3150 Crow Canyon Pl, Ste 200, San Ramon, CA, 94583, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
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 sp... read more
If Dennis Culver exemplifies the values and characteristics of this firm, I would choose to conduct my business with another company. The individual displayed abhorrent behavior by being impolite, disrespectful, and excessively patronizing, in addition to lacking serious intelligence. Approximately three years ago, his spouse, whom we shall refer to as Karen acquired a residence from a friend who relocated, thereafter engaging in persistent harassment towards my other acquaintance who possesses and oversees other properties ... read more
Excellent service
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.
good
Frequently asked questions about David White & Associates
How is David White & Associates rated?
David White & Associates has a 3.3 star rating with 6 reviews.
When is David White & Associates open?
David White & Associates is closed now. It will open at 9:00 a.m.
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