Wasson Investment Services - Rohnert Park, California

Wasson Investment Services

Wasson Investment Services, located at 6020 Commerce Blvd Suite 122, Rohnert Park, CA 94928, United States, is a reputable financial firm that has been providing expert advice and guidance to clients since its establishment. The company, which can be contacted via phone at 7073187006 or through their website at noworryretirement.com, specializes in consulting, financial planning, insurance agency, and insurance brokerage services.

Specialties

• Consultant
• Financial planner
• Insurance agency
• Insurance broker

Other Points of Interest

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible seating
• Wheelchair-accessible toilet

The company has received positive feedback from its clients, with an average rating of 4 out of 5 stars on Google My Business. Their dedication to providing personalized, high-quality services has earned them a loyal clientele. The team at Wasson Investment Services is committed to helping clients achieve their financial goals by offering comprehensive solutions tailored to their unique needs.

One client, who has been investing with David Wasson for over 20 years, states, "I've known David Wasson for over 20 years and have been investing with him for about 10 years. He has more integrity and knowledge than any other advisor or broker I've ever met ( and I've met a few). I keep moving more accounts over to Dave because I feel safe, valued, and frankly more financially prosperous with him. Highly recommend Wasson Investment Services." This testimonial highlights the company's commitment to providing exceptional service and building long-lasting relationships with their clients.

👍 Reviews of Wasson Investment Services

Stacy E.

5/5

I’ve known David Wasson for over 20 years and have been investing with him for about 10 years. He has more integrity and knowledge than any other advisor or broker I’ve ever met ( and I’ve met a few!). I keep moving more accounts over to Dave because I feel safe, valued, and frankly more financially prosperous with him. Highly recommend Wasson Investment Services.

Thelma K.

5/5

I have worked with Dave for over 10 years. I have found him to be one of the most professional and honest advisors that I’ve known. He takes the time to listen to his clients and has a very caring nature about him. He deserves many more than five stars!!!

Jim H.

5/5

My experience with Wasson Investments has been a good one. Dave listens to his clients and offers well thought out, risk appropriate advise.

John A.

5/5

Nathan D.

1/5

Victor M.

3/5