What'sNearbyTM

What are you looking for?

Close Search

      Please note our privacy policy has changed. To view the policy, please go to https://corporate.thryv.com/privacy/

      Details

      General Info

      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.

      HoursCLOSED NOW
      Regular Hours:
      Mon - Fri

      Contact Info

      Phones:

      Main - 925-277-2600

      Fax - 925-837-9495

      ExtraTollFree - 877-394-5043

      Extra - 925-365-1063

      Extra - 925-359-6800

      Address:
      3150 Crow Canyon Pl San Ramon, CA 94583
      Email:

      Links:

      https://www.dwassociates.com/contact

      http://blueshieldca.com

      Reviews

      Be the first to review!
      Write a Review
      Categories
      Commodity Brokers, Financial Planning Consultants
      Payment Options
      visa, cash, amex, debit, discover, master card
      Location
      Canyon Place Office Park
      AKA

      David White & Associates

      Suggest an Edit
      Are you the business owner?Claim This Business
      Data provided by one or more of the following: Thryv, Data Axle, Yext.