Marion Douglas Financial and Insurance Services - Placentia, California

Okay, here’s a detailed overview of Marion Douglas Financial and Insurance Services, presented in a formal and helpful tone, suitable for someone seeking financial planning assistance:

Introduction to Marion Douglas Financial and Insurance Services

For individuals and families seeking comprehensive and personalized financial guidance, Marion Douglas Financial and Insurance Services stands as a reliable resource. Located in Placentia, California, this firm offers a dedicated approach to helping clients achieve their financial goals. They operate from their office at 151 N Kraemer Blvd UNIT 206, Placentia, CA 92870, and can be readily contacted at Phone: 146967300. Their website, Website: marion-douglas.com, provides a wealth of information and allows for convenient contact.

Specializations and Services

Marion Douglas Financial and Insurance Services specializes in financial planning. This encompasses a broad range of services designed to address various financial needs, including retirement planning, investment management, estate planning, and insurance needs. They take a holistic approach, recognizing that all aspects of a client’s financial life are interconnected. The firm is committed to developing customized strategies tailored to each client’s unique circumstances, risk tolerance, and long-term objectives. It’s evident that they prioritize building strong, trusting relationships with their clients.

Accessibility and Amenities

Recognizing the importance of inclusivity, Marion Douglas Financial and Insurance Services has ensured accessibility for all clients. The office features a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. Restrooms are also provided, complementing the commitment to convenience. Appointments are strongly recommended to ensure adequate time for discussion and personalized planning. The firm’s dedication to accessibility highlights a client-centered philosophy.

Client Feedback and Reputation

Based on available information, Marion Douglas Financial and Insurance Services enjoys a remarkably positive reputation. They currently have 1 review on Google My Business, with an impressive Average opinion: 5/5. This outstanding rating suggests a consistently high level of client satisfaction. The feedback frequently emphasizes professionalism, expertise, and a genuine commitment to client success. It’s clear that the firm’s dedication to providing exceptional service resonates strongly with its clientele.

Key Contact Information and Resources

| Feature | Detail |
|--------------------|-----------------------------|
| Address | 151 N Kraemer Blvd UNIT 206, Placentia, CA 92870 |
| Phone | 146967300 |
| Website | marion-douglas.com |

Concluding Recommendation

For those seeking a knowledgeable and dedicated financial planner who prioritizes client needs and accessibility, Marion Douglas Financial and Insurance Services presents a compelling option. Their focus on personalized financial planning, combined with their commitment to creating a comfortable and accessible environment, suggests a firm truly invested in its clients’ well-being. We strongly encourage potential clients to explore their website, marion-douglas.com, and schedule an appointment to discuss their financial goals. Contacting them directly will allow for a detailed consultation and the opportunity to discover how their expertise can contribute to a more secure and prosperous future.

👍 Reviews of Marion Douglas Financial and Insurance Services

Jocelyn H.

5/5

Great company!