Based on 12 reviews
David White & Associates is a privately held financial planning company operating in the Greater Bay Area, offering individual and business planning services through representatives from Ameritas Investment Company, LLC and Ameritas Advisory Services, LLC.
The firm specializes in helping individuals and families, business owners, attorneys, and tech industry professionals manage complex assets like RSUs, stock options, and equity compensation.
Clients can initiate their financial planning journey by scheduling a conversation with the team to discuss their specific goals and needs.
The company operates from two distinct locations: a Northern California office in San Ramon and a Southern California office in Irvine.
The firm has been in operation since at least 2026, as indicated by the copyright date on their website.
Clients can reach the firm via the business phone number 925-277-2600, the toll-free number 800-548-2671, or by emailing info@dwassociates.com.
Reviewers frequently praise the team's high level of skill, professionalism, attention to detail, and commitment to meeting client needs.
Some reviewers noted that while the team is professional, certain areas of service delivery could have been improved, resulting in average experiences.
The Trustburn rating is 4.1 out of 5 stars based on 12 reviews, with a split that includes multiple 5-star ratings alongside some 3-star ratings.
The firm offers a 1031 Exchange service as part of its portfolio of financial planning solutions.
The firm serves association members and the sports and entertainment industries as part of its client base.
The firm operates under the business names Ameritas Investment Company, LLC for securities and investments, and Ameritas Advisory Services, LLC for investment advisory services.
The firm's website states that products and services are limited to residents of states where the representative is registered.
The official website of David White & Associates is dwassociates.com.
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I had a very positive experience with David White & Associates. The team was highly skilled and provided me with excellent service. I was impressed with their attention to detail and commitment to meeting my needs. I would definitely work with them again in the future.
๐ David White & Associates provided me with exceptional service. Their team was professional, knowledgeable, and attentive to my needs. I am very satisfied with the results and would highly recommend them.
๐ผ David White & Associates provided outstanding services. The team was incredibly knowledgeable and efficient in their work. I was impressed with their attention to detail and ability to deliver results. I would definitely recommend them to others.
The services provided by David White & Associates were average. Although the team was professional, I felt that some areas could have been improved. Overall, it was a satisfactory experience.
๐ David White & Associates exceeded my expectations. Their team was highly professional and delivered excellent results. I would definitely use their services again in the future.
I had an average experience with a consulting firm. While they provided satisfactory services, I felt that there were areas for improvement. The team was professional, but there was room for enhancement.
I recently used the services of a company for my needs and I must say that I am impressed. They provided top-notch services and delivered beyond my expectations. I would highly recommend them to anyone looking for reliable and efficient solutions.
I recently had the pleasure of working with David White & Associates and I must say they did a fantastic job. The team was very professional and went above and beyond to meet my needs. I would highly recommend them to anyone looking for reliable solutions.
๐ David White & Associates did an amazing job! I am extremely satisfied with their services. The team was very professional and knowledgeable. They were able to address all of my concerns and provide me with the solutions I needed. I would definitely recommend them.
I recently worked with a company and they were great. The team was highly skilled and provided me with outstanding service. I would recommend them to anyone in need of professional assistance.
The services provided by David White & Associates were excellent. The team was extremely professional and thorough in their work. They were able to identify and address all of our needs, ensuring that everything was taken care of efficiently. I would highly recommend their services to anyone in need of assistance.
I recently worked with a consulting firm and they exceeded my expectations. Their services were exceptional and the team was highly professional. I would highly recommend them for any business looking for top-quality solutions.
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David White & Associates is a privately held company providing financial planning advice throughout the Greater Bay Area.