Marine Coast Financial - San Jose, California

Introduction to Marine Coast Financial

Marine Coast Financial, located at 1936 Camden Ave, San Jose, CA 95124, is a reputable financial planning firm that has been serving the community for many years. The company specializes in providing comprehensive financial planning services to help individuals and businesses achieve their financial goals. With a dedicated team of experienced professionals, Marine Coast Financial is committed to delivering exceptional service and personalized solutions to each client.

Key Features and Services

Specialties

At Marine Coast Financial, their core specialty lies in financial planning. They offer a wide range of services, including:

• Investment planning
• Retirement planning
• Estate planning
• Tax planning
• Insurance planning

Accessibility and Convenience

Marine Coast Financial understands the importance of accessibility and convenience for their clients. The company offers:

• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom

They also recommend making appointments in advance to ensure the best possible experience for each client.

Client Reviews and Testimonials

Marine Coast Financial has garnered a strong reputation among its clients, as evidenced by their 4.5/5 average rating on Google My Business. Many clients have praised the company for its exceptional service, professionalism, and ability to deliver results when others couldn't.

"We have been with Michelle at MCF for over 10 years, and still wouldn't change a thing. They are always able to get things done when no one else can and have our back," shares one satisfied client.

Another client mentioned, "They financed my boat at a great rate. Great service. Thank you, Marine Coast Financial. Michelle, Jane, Dasha #1."

A recent boat financing client expressed, "They were prompt, professional, and easy to work with," further highlighting the company's commitment to providing top-notch service.

Why Choose Marine Coast Financial

Marine Coast Financial stands out from the competition due to their expertise, personalized approach, and dedication to their clients' success. With a proven track record of delivering positive results and a team of knowledgeable professionals, Marine Coast Financial is the ideal choice for anyone seeking comprehensive financial planning services.

Get in Touch with Marine Coast Financial

If you're ready to take control of your financial future, contact Marine Coast Financial today. You can reach them by phone at 4085589433, visit their website at marinecoastfinancial.com, or stop by their office located at 1936 Camden Ave, San Jose, CA 95124. Don't miss this opportunity to work with a financial planning firm that truly cares about your success.

👍 Reviews of Marine Coast Financial

Josh V. A. A. &. R. S.

5/5

We have been with Michelle at MCF for over 10 Years, and still wouldn't change a thing. So after all these years still one of the best in there field. Always is able to get things do when no one else can and always has our back. We could go on and on about the positive to much to list.

Brian E.

5/5

They financed my boat at a great rate. Great service . Thank you Marine coast Financial. Michelle, Jane, Dasha #1.

Craig T.

5/5

I financed a boat with them this year and they were able to get me a better rate than my credit union.
They were prompt, professional and easy to work with!

Zach K.

3/5