Colleen Marie & Associates

Verified by yext

"With over 25 years of experience in both the Insurance and Estate Planning industry, I can confidently say that planning is an act of love. As a bonded and registered Legal Document Assistant, it is my goal to provide a personalized service to my clients in order to help them facilitate the preparation of their legal documents. I believe in making communication easy and accessible for YOU. At CM & Associates we can see you at your home, online or at the office. Our hours are flexible from Monday- Friday, 8 AM-8PM. We strive to provide our customers with the most cost-effective opportunities. Because of this, there is no cost for our initial meeting. We look forward to the opportunity to serve you." I am a Certified Estate Planner, Department of Education recognized Colleen Marie Planning Counselor and Insurance Advocate. I have assisted clients and attorneys with Estate Planning since 1994. I have worked in the insurance industry since 1990 and have been used as an expert by litigation attorneys. Established in 1994. The exclusive designation awarded by the National Institute of Certified Estate Planners assures you that the latest and most exclusive training is current. In addition, our licensing allows us to assist with estate funding in California, Minnesota, New Jersey, Oregon and Texas, A focus on college funding and mitigating those costs can be achieved with early planning. Colleen Marie has lived and worked in North San Diego County since 1991. She and her team are committed to serving God, country and the citizens of our community.