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David White & Associates

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5 reviews
+1 (925) 277-2600
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3150 Crow Canyon Pl Ste 200
San Ramon, CA 94583
+1 (925) 277-2600
http://www.dwassociates.com
Being operational since 1971, David White & Associates provides financial planning advice throughout the Greater Bay Area. It offers planning for individuals, small businesses and Fortune 500 companies. The company provides an array of services, such as retirement planning design and administration, comprehensive financial planning, banking services, money markets, life insurance, education planning and many more. David White & Associates works with various California associations, including the State Bar of California with over 5,000 attorneys as clients.

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Reviews

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3.55 reviews
Photo of Adam D.
Adam D.
12/15/2022

David White is a knowledgeable and honest broker in a business where honest usually has a lot of asterix. Most brokers are cheerleaders for whatever will get them the best commission. David...

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Photo of Miami S.
Miami S.
5/11/2021

Thanks to an astute college friend who suggested using her "guy" at David White - and after a short and very informative appointment with Terry A, I was sold. I was enormously impressed with the...

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Robbe B.
3/13/2022

This was my first experience with David White & Associates and my last. I reached out to a former student of mine who worked with this firm paid 2,500 and was left hanging. She left the company...

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Photo of Cara G.
Cara G.
8/5/2018

Unkind and pompous. I would not recommend using their services. I would be more than happy to share a letter we received which provides insight to character and integrity.

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Photo of Karen M.
Karen M.
8/4/2014

David White & Associates has always had a stellar reputation in the industry and they have a solid commitment to educating individuals on the importance of planning. In the past few months I've...

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Business services, nec, nec, Services, nec, nec, Financial consultant

Financial Celebrations

1
"The best advisors around!! They give top notch, personal service and are so helpgul with everything!! We aren"t bug fish investors and they yet they still make us feel like we are their best..."
Amber T.
United States›California›San Ramon›David White & Associates

Partial Data by Infogroup (c) 2024. All rights reserved.

Partial Data by Foursquare.

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