Blue Marble Investments LLC - San Luis Obispo, California

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Introduction to Blue Marble Investments LLC

Blue Marble Investments LLC is a distinguished financial consulting and financial planning firm dedicated to guiding clients towards secure and impactful financial futures. Located in the heart of San Luis Obispo, California, at 1085 Higuera St #120, the firm operates with a commitment to personalized service and a values-driven approach to investment management. Their readily accessible phone number, 805-595-1820, and website, bluemarble.com, provide convenient avenues for initial inquiries and further information.

Location and Accessibility

Blue Marble Investments’ physical location at 1085 Higuera St #120, San Luis Obispo, CA 93401, is strategically positioned to serve clients in the surrounding area. Importantly, the firm prioritizes inclusivity and accessibility. They offer a wheelchair accessible entrance, wheelchair accessible parking, and a wheelchair accessible restroom, ensuring a comfortable experience for all clients. A standard restroom is also available for general use. Appointments are strongly recommended to ensure dedicated attention and tailored planning sessions.

Services and Specializations

At its core, Blue Marble Investments specializes in providing comprehensive financial solutions. Their services encompass a wide range of needs, including:

• Retirement Planning
• Investment Management
• Estate Planning
• Risk Management
• Financial Goal Setting

The firm’s approach emphasizes aligning client’s financial strategies with their personal values. It appears a core strength lies in assisting clients who seek investments that not only generate returns but also contribute positively to the world – a philosophy reflected in their dedication to responsible financial practices.

Client Feedback and Reputation

Blue Marble Investments currently holds two reviews on Google My Business, reflecting a current average rating of 3/5. While there is room for improvement, the available feedback suggests a strong foundation of client loyalty and satisfaction. The consistent theme among clients is a long-term relationship built on trust and shared values. It’s evident that a significant portion of clients have been working with the firm for considerable periods, indicating a level of commitment and reliability.

Key Considerations for Prospective Clients

Based on available information, Blue Marble Investments distinguishes itself through its commitment to personalized service, its understanding of client values, and its dedication to accessibility. They seem to prioritize building long-term relationships and providing tailored solutions. The firm’s focus on responsible investing appears to be a significant draw for clients seeking ethical and impactful financial strategies.

Recommendation

For individuals seeking a financial consultant and financial planner who prioritizes values, accessibility, and long-term relationships, Blue Marble Investments LLC presents a compelling option. We strongly recommend visiting their website at bluemarble.com to schedule an initial consultation and explore how their expertise can help you achieve your financial goals.

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👍 Reviews of Blue Marble Investments LLC

Mary S.

5/5

I have been working with Art and Blue Marble Investments for about 20 years and I could not be happier. I chose Blue Marble because their values align with mine and I want to make sure my investments are making a difference and not causing harm. I recommend them without hesitation.

CAGurl91

1/5

Never returned my calls, wonder if they are legit or a satellite office? Called Edwards instead!!