5.0

AVERAGE RATING
60 Reviews
Omid Pourzanjani

"Colleen provided excellent, timely and knowledgeable service."

Saturday, March 1, 2025

Elizabeth Osullivan

"The most phenomenal person alive. I called, got a hold of Mrs Collen right away. I told her the situation about my mother in law having stage 4 cancer ( who is like my own mother) and Colleen said ' time is of the essence ' and once she explain what she can and cannot do- we wanted to work with her right away. She is also well connected with the services she cannot provide. She is extremely knowledgeable, and helped us in such a very difficult time. I highly recommend her to anyone. Now we get to keep the house we live in. Especially after loosing someone we love, we didn't want to loose our house too. Thank you, thank you so much from the bottom of my heart Mrs. Colleen."

Tuesday, August 27, 2024

Yeolan Schwarz

Five stars, highly recommended!

Monday, February 5, 2024

Linda Acklin

"Colleen has extensive knowledge, credentials and is active with ongoing leadership/education affiliations. My first impression on reading/reviewing Colleen’s qualifications, was to discover a true professional to assist in my Trust. And indeed, she performed an outstanding Trust revision and prepared all the necessary documents. Wonderful person with high integrity. I recommend Colleen without any reservations."

Thursday, February 1, 2024

Jeffrey Abram

"We were extremely pleased with the services provided to us by Colleen Marie. We used her to create a revocable trust. She provided us with forms to complete with all of the information she needed, then put together all of the required documents and provided them to us in a timely fashion. She also provided clear instructions on how to fund the trust. When she had questions, she reached out to us, and when we had questions, she answered them. And all of this was done at a price that was about half of what we would have paid to have the documents drawn up by an attorney. I recommend Colleen Marie to anyone wishing to create a revocable trust."

Sunday, November 26, 2023

Sophonia Shield

"Once you tell Colleen Marie what your specific needs are her focus is keen. If you follow her strategies and guidance you’ll want to return again for her expertise and positive outcomes because she’s well versed in many areas. I’m grateful to have found her!"

Wednesday, September 20, 2023

Sophonia "Sassy" Shield

"Once you tell Colleen Marie what your specific needs are her focus is keen. If you follow her strategies and guidance you'll want to return again for her expertise and positive outcomes. She's well versed in many areas. I'm grateful that I found her!!!"

Tuesday, September 19, 2023

Toni J Mensch

"quick response and completion of documents"

Friday, September 15, 2023

Wayne P. Armstrong

"I was very impressed with Colleen's honesty in trying to secure a home-owner's policy for my home in Twin Oak's Valley; My insurance was cancelled by Allstate due to proximity of chaparral hillside. My only choice for the coverage I needed was North Light. Colleen was very helpful with this enormous problem affecting my neighbors and many other California residents."

Thursday, September 14, 2023

Todd Hunter

"Colleen was professional and explained everything in detail so I understood the legal verbiage!"

Tuesday, August 22, 2023

gail loofbourrow

"Colleen, once again thank you for all the effort you put into the sanity saving revisions to my trust and will. I am very pleased with the summary notebook organization and built in ease of use. I will let others know!!!"

Sunday, August 6, 2023

Elvia Gonzalez

Five stars, highly recommended!

Friday, August 4, 2023

Eckehardt & Sue Schulze

"Very efficient and professional."

Wednesday, August 2, 2023

Heidy R.

"Colleen is a great mentor. She offers a lot of great advice for starting out as an LDA for estate planning. I appreciate all the guidance that she has given. I recommend anyone who is interested in getting their estate plan to go to her."

Friday, April 14, 2023

Sal Portillo

"Great company! Great customer service! A company I would definitely recommend!"

Friday, March 31, 2023

SHO SAKAI

"If you are looking to create a will or revocable trust to protect your real property and assets I highly recommend Colleen Marie to help you set up an estate planning portfolio. She is very easy to work with and extremely knowledgeable and professional. She will listen to your needs and recommend the right course of action to accomplish your goals. She is very thorough and efficient in her field of expertise including trusts, deeds and insurance and will provide the options you need for your particular situation. When you have your portfolio complete you will have the management of your assets and the peace of mind that your assets will be passed on according to your wishes."

Wednesday, March 8, 2023

Samantha Betanzos

"I have a small business with complicated insurance needs. Colleen Marie quickly reviewed my current policy, called to my attention a few major issues, and is shopping for more adequate coverage now. Grateful to have a real person to talk to about my business insurance needs."

Friday, September 23, 2022

Victor Vitartas

"Excellent! With quick responses with any issues, I will be using their services again"

Wednesday, August 31, 2022

Matthew Carpinello

Five stars, highly recommended!

Wednesday, July 20, 2022

AL Facility

"Look no further. You are in good hands if you are reading my genuine honest reviews. I contacted multiple places to seek legal assistance but the help I got from Colleen Marie was accurate, wise, timely and very effective. I will always be contacting Colleen for legal assistance."

Friday, July 15, 2022

Henry C Manzola

"Very efficient and knowledgeable. Was very up front about her role and legal limitations. Finished all paperwork in a timely manner. Answered all questions in a way that made the process understandable."

Wednesday, July 13, 2022

Carlos Portugal

"Colleen was very helpful and referred me to lawyer that could help me."

Thursday, June 9, 2022

Curtis Jolley

"Awesome experience, very professional and has excellent customer service. She not only helped with answering my questions, but went above and beyond to provide the services we needed. Colleen is a Rock Star! Will continue to do business with her and her company, but recommend her to my colleagues and friends."

Tuesday, May 17, 2022

Curtis

"5 Stars!!! Great company, awesome support and lots of information we didn’t know. First class business and Colleen is a Rock Star that really cares about her clients!"

Monday, May 16, 2022

Daniel DeLaCruz

"I've been a client of Colleen for over 25 years. She's a pro! Excellent customer service and always there for you. You can trust Colleen to handle all your insurance needs & estate planning without a worry or doubt. Thanks Colleen, your the best! Daniel DeLaCruz"

Thursday, March 31, 2022

Susan C

"Colleen Marie came to our rescue, when our current Farmers Life Insurance agent failed. She was our original agent for our policies. So it was Colleen that I called when our problem arose. Colleen Marie went above and beyond to help us get our policies all worked out. She even called our life insurance company to get some things on their end on be half of us looked into (a 3-way call). Colleen Marie excels in her field. Need help? Call her, you won't regret it!"

Tuesday, February 15, 2022

allen clutter

"I started working with Colleen Marie as my auto insurance representative back in 1993. After getting married and starting a family she worked with my wife and myself to invest in life insurance. Colleen has become a friend of the family and over the years has helped with answering questions or working as an addict even though she is no longer our direct agent. Colleen Marie has always went above and beyond. If I could give her 6 stars I would."

Tuesday, February 15, 2022

Susan Clutter

"Colleen came to our rescue, when our assigned life insurance agent failed. She went above and beyond to help us get our policies all worked out.."

Tuesday, February 15, 2022

Cynthia Miles

"I have known and worked with Colleen Marie & Associates for nearly 7 years. I have found Colleen to be an honest woman of moral character and integrity. She is also fair minded and very efficient in all she does. Colleen is sincere and genuinely cares for all her clients. Her knowledge and intellectual understanding of the Insurance business as well as Estate planning and other overlapping services, is exceptional. Every form of business, with CMA has exceeded my expectations. We have become lifelong respected friends. I highly recommend Colleen Marie & Associates."

Tuesday, January 4, 2022

Anthony Mariani

"Fast, efficient, professional"

Friday, December 3, 2021

Carla Medina

"Collen Marie is an amazing, knowledgeable, friendly and is extremely professional in all of the areas she services. Her work ethic is placed in such a high standard all across her specialized field that it truly sets a great foundation not just for her business structure but for her clientele as well. Colleen is not just well versed in all of the services she offers but she is a great example for her associate partners on how businesses should be conducted and the level of professionalism needed to hold one self to the highest standards in this field. I look forward on working with Colleen for may years to come. Anyone who needs the services she offers, I will most definitely refer them to her."

Monday, November 8, 2021

Terri Tutt

"I purchased Professional Liability insurance from Colleen and everything went so smoothly!"

Sunday, October 24, 2021

Jodi Y.

"Colleen is extremely detail oriented and she goes the extra mile to ensure clear understanding of processes and procedures. It was truly a pleasure speaking with her."

Thursday, September 9, 2021

Aaron Meere

"Colleen has been an asset to all my insurance needs for my home and trucks. Any questions that I’ve had for her she’s gone above and beyond to answer. Also, I highly recommend her estate planning services, as well. She put together entire estate package for me and had all the legalities taken care of for an extremely reasonable fee."

Thursday, September 9, 2021

J.Tolle

"To put it simply, if you are considering establishing a Trust for your family, Colleen is the answer. From experience many, most attorney’s don’t have the expertise to guide you through the process without charging for every minute of their time. Many attorneys have a staff that takes care of the legal documents. But, there are important questions when you’re going through the process and to get the best advice, you want someone that knows the process and can assist with the important decisions. Colleen is that person. Not only is she extremely knowledgeable in guiding you through the process, but is like a close ‘“Friend” who wants only the best for you. She made the process understandable and clear for us and our Trust. And, she’s much more affordable than any attorney. She takes the time to answer questions and insure you are comfortable and confident in the completed document and process. She’s excellent!"

Sunday, August 22, 2021

Patricia Harding

"You exceeded my expectations& were wonderful to work witth."

Wednesday, August 11, 2021

John Huemmer

"Colleen was very helpful in navigating me through the requirements for estate planning."

Friday, July 30, 2021

Scott and Maria Cobb

"Colleen was very professional , knowledgeable and courteous with us when she helped us prepare our family trust. It was a pleasure to work with her and if we ever have any questions about our trust, we won’t hesitate to contact Colleen if the future."

Tuesday, July 20, 2021

Jackie Riley

"easy to work wih. Quick response"

Sunday, May 30, 2021

Christine Atwell

"Colleen was really great, she gave me more straight answers than 3 other Trust/Estate Planning Attorney‘s could do. She’s very frank and honest and dug into it and got the answers that I needed. I will definitely use her again. She’s in my contacts!"

Thursday, May 6, 2021

Joseph Colannino

"I wished I had used Colleen from the very start; her work product was superior to that of my attorney and less than 25% of the cost."

Thursday, May 6, 2021

Jim Wilroy

"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 paperwork is handled efficiently and she always has time to go over whatever questions I might have. I am a small business owner and I will be referring my clients who need insurance services to her without hesitation. Better than your favorite restaurant, better than your favorite auto mechanic, Colleen will make you wish you had found her earlier for your insurance needs. Jim Wilroy"

Wednesday, May 5, 2021

Peter Wallis

"Dealing with Colleen has been a joy. Colleen is professional, experienced, no-nonsense, and very reasonably priced. I would highly recommend her!"

Wednesday, May 5, 2021

Lisa Cody

Five stars, highly recommended!

Tuesday, January 19, 2021

Angela Murphy

"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."

Wednesday, December 9, 2020

Sharon Rumic

"Our experience wit Colleen Marie and Associates was great. She made getting our family trust in order a smooth and stress free process. We are really happy with the services they provided us!"

Wednesday, December 9, 2020

Roger Dellinger

"Colleen helped with our getting our trusts up to date. Then she helped me through much more over the last two years. She is very insurance savvy. she is also very professional."

Saturday, December 5, 2020

Michael Zenns

"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!"

Thursday, December 3, 2020

J. Walker

"Colleen Marie is a most professional and helpful agent. We love doing business with her!"

Wednesday, December 2, 2020

George Burrola

"Colleen really fights for her clients thru finding the best coverage at the best cost."

Wednesday, December 2, 2020

Dolores Williams

"If you need great/efficient estate planning and other legal services and etc., contact Colleen Marie!"

Wednesday, December 2, 2020

paul vanmiddlesworth

"Colleen Marie is the best. Carefully explains everything so we can make the best decisions for us"

Wednesday, December 2, 2020

Homer Jones

"A real insurance professional. Colleen really knows her stuff and has the experience to provide the right product to protect me."

Tuesday, December 1, 2020

Angela Grijalva (Paralegal-LDA)

"Colleen provides a quick turn around and very competitive pricing for policies my business depends upon. So glad I found her!"

Monday, November 30, 2020

Joann Woodward

"Wonderful experience I am happy with everything Colleen has done for me"

Monday, November 30, 2020

Clarina Aguilar

"Very professional and excellent service. Very pleased in every aspect. Thank you."

Tuesday, November 17, 2020

Ken A

"Collen is probably the most knowledgeable and honest in insurance and estate planning that I have ever met. I recommend her completely"

Tuesday, November 17, 2020

Liz Nixon

"Colleen is the best"

Monday, November 16, 2020

Rick LaRocco

"When you need an Agent who truly works on your behalf to deliver the absolute Best results ( honest and trustworthy ) you need to give them a call . Remember the call is free snd the results will amaze you . I Highly recommend this company fir you insurance needs , call and go out it’s a free call ."

Thursday, November 12, 2020

Spencer Witcher

Five stars, highly recommended!

Monday, October 26, 2020


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