Marie Caldera Investment & Insurance Srvs - San Luis Obispo, California

Overview of Marie Caldera Investment & Insurance Services

Marie Caldera Investment & Insurance Services, located at Address: 455 Buena Vista Ave, San Luis Obispo, CA 93405, offers a range of essential financial and insurance services to its clients. With a phone number of 805-545-9550, this agency is readily accessible for inquiries and service provision. Although the specific URL for their website is not provided, potential clients may consider searching for Marie Caldera Insurance online to access their detailed services and offerings.

Specialties: The company prides itself on its dual focus as a Financial Consultant and an Insurance Agency. This dual expertise allows them to offer comprehensive advice and coverage tailored to individual and corporate needs.

One of the key points of interest for prospective clients is the accessibility of Marie Caldera. The office features a wheelchair accessible entrance and a wheelchair accessible parking lot, ensuring that all customers, regardless of mobility, can access their services comfortably and conveniently.

Currently, Marie Caldera Investment & Insurance Services has 0 reviews on Google My Business, which suggests that the company may be new to online reviews or that the reviews haven't been posted yet. The average opinion score is 0/5, which should prompt potential clients to exercise caution and conduct thorough research before making any decisions.

Recommendations for Potential Clients

• Before engaging with Marie Caldera, it's advisable to look beyond online reviews. Consider reaching out directly to inquire about their services and experiences of past clients.
• Given the lack of online presence and reviews, potential clients might benefit from asking about their approach to financial consulting and insurance, especially regarding policy options and investment advice.
• Exploring their accessibility features is crucial for those with mobility issues, ensuring that all necessary services can be accessed without hindrance.
• Contacting them to request a detailed explanation of their services and to discuss specific needs can provide a clearer picture of what to expect from their interactions.
• As the company is relatively new to public feedback, asking for references or examples of successful cases could be beneficial in assessing their reliability and expertise.

While Marie Caldera Investment & Insurance Services presents a promising combination of financial consulting and insurance agency services, coupled with its accessibility features, the absence of online reviews warrants a cautious approach. Prospective clients should seek additional information and possibly consult with trusted advisors before finalizing their decision.