At Colleen Marie & Associates, we work with attorneys to utilize available resources that will help your family avoid the expensive financial and emotional costs of probate. We assist with document preparation and make both a self-directed and an attorney directed product available for individuals, partners, spouses and families.
As an LDA, CMA does not need the assistance of an attorney; however, we can help attorneys if they request it. At Colleen Marie & Associates, we have been helping families and businesses with their insurance needs for more than 25 years. We are not just sellers of insurance.
As an LDA, CMA does not need the assistance of an attorney; however, we can help attorneys if they request it. At Colleen Marie & Associates, we have been helping families and businesses with their insurance needs for more than 25 years. We are not just sellers of insurance.
Services
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.
At Colleen Marie & Associates, we work with attorneys to utilize available resources that will help your family avoid the expensive financial and emotional costs of probate. We assist with document preparation and make both a self-directed and an attorney directed product available for individuals, partners, spouses and families.
At Colleen Marie & Associates, we have been helping families and businesses with their insurance needs for more than 25 years. We are not just sellers of insurance. We have a client-centered practice and take pride in our ability to evaluate your unique individual needs with the goal of finding the most suitable insurance products particularly for you.
At Colleen Marie & Associates, we realize that disputes between insurance companies and their insureds often occur. Some disputes are minor and easily resolved. Other disputes take more finesse. Our firm is composed of licensed insurance professionals who are able to immediately analyze your dispute, whether it is with your medical, home, auto, business, or life insurance.
Clients of our firm will have a personalized client portal set up for them. It's accessible 24/7 online and provides a secure environment for us to share case information, billing information, and communicate with you, our clients. Instead of relying on scattered channels of communication (email, phone, text message, snail mail), the client portal becomes our one-and-only platform for communication.
Reviews (10)
John Huemmer
Aug 04, 2021
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Christine Atwell
May 19, 2021
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Joseph Colannino
May 12, 2021
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Peter Wallis
Apr 18, 2021
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Jim Wilroy
Apr 13, 2021
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I rarely take the time to write reviews of any product or service. I'm making an exception in the case of my experience with Colleen Marie and Associates Insurance. Colleen has a depth of knowledge about a wide range of insurance products that I don't recall ever having experienced before. She is far beyond a broker who just throws something out for quotes and simply picks one of the bids. She actually calls the carriers and asks specific questions that she knows to be critical to the client.
She is completely transparent about premium and other costs, and extremely competitive price-wise. All
She is completely transparent about premium and other costs, and extremely competitive price-wise. All
Angela Grijalva
Jan 29, 2021
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Angela Murphy
Jan 25, 2021
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I count myself extremely fortunate to have met Colleen when I did, as advised me of the role of a public insurance adjuster.
I can honestly say the information she shared was the most valuable information I have ever received. Colleen’s advice led to a nearly six figure settlement.
Colleen is as calm, cool as they come, she’s great mediator with an eye for small contractual details. You may not know it yet, but you need her in your corner while dealing with an insurance company. I have and will continue to recommend her to my friends and family.
I can honestly say the information she shared was the most valuable information I have ever received. Colleen’s advice led to a nearly six figure settlement.
Colleen is as calm, cool as they come, she’s great mediator with an eye for small contractual details. You may not know it yet, but you need her in your corner while dealing with an insurance company. I have and will continue to recommend her to my friends and family.
Michael Zenns
Oct 02, 2020
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Positive: Professionalism, Quality, Value
Colleen is a long time friend. She is a super energetic person who gets things done. She set up an amazing living trust for many of my friends and I. She works with many attorneys and has a great reputation as being a very hard worker. Do you have your living trust? Avoid probate and get her to do one for you now!
Colleen is a long time friend. She is a super energetic person who gets things done. She set up an amazing living trust for many of my friends and I. She works with many attorneys and has a great reputation as being a very hard worker. Do you have your living trust? Avoid probate and get her to do one for you now!
Monica Simmons
Sep 20, 2020
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Roger Dellinger
Aug 17, 2020
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