Wasson Investment Services
6020 Commerce Boulevard, Rohnert Park, CA 94928
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Wasson Investment Services, located at 6020 Commerce Boulevard in Rohnert Park, California, is a finance and insurance agency that aims to provide families and businesses with innovative financial strategies to improve their quality of life. Through a true partnership with clients, they design customized financial plans to provide confidence, clarity, and protection for the future. Specializing in income planning for retirement, Wasson Investment Services helps clients navigate through accumulation, distribution, and preservation phases while utilizing tax-advantaged vehicles to achieve retirement income goals.
Their New Generation Retirement® system incorporates stewardship, transparency, and technology in five steps to help clients weather the complex challenges of the financial world. They also provide education on Social Security benefits and offer personalized risk analysis through the Color of Money Risk Analysis tool.
Wasson Investment Services takes pride in serving %%CITY, STATE%% and surrounding communities, offering retirement strategies tailored to each individual's unique mix of assets. They also recognize and address the unique challenges that women face when preparing for retirement and the later years of life. Life insurance is also offered as a valuable tool to provide comfort and benefits for policyholders and their loved ones.
Overall, Wasson Investment Services is a full-service retirement planning company dedicated to empowering clients for financial success coast to coast.
Reviews
"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."
"My experience with Wasson Investments has been a good one. Dave listens to his clients and offers well thought out, risk appropriate advise."
"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!!!"
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