Blue Marble Investments LLC - San Luis Obispo, California

Overview of Blue Marble Investments LLC

Blue Marble Investments LLC, located at 1085 Higuera St #120, San Luis Obispo, CA 93401, United States, offers specialized financial consulting and planning services. Contact them at 8055951820 for inquiries. Their website, bluemarble.com, provides further details about their services and client testimonials. Notably, Blue Marble Investments is committed to accessibility, ensuring their facilities cater to individuals with mobility needs, including a wheelchair-accessible car park, entrance, and toilet.

Key Characteristics and Services

Blue Marble Investments stands out for its focus on financial consulting and financial planning. Their services are tailored to help clients align their investment strategies with personal values, particularly an emphasis on sustainability. Their office, with facilities designed for wheelchair accessibility, reflects a commitment to inclusivity, making it convenient for clients with mobility challenges to conduct business.

Accessibility and Appointments

• Wheelchair-accessible: The entire premises, including parking, entrance, and facilities, are accessible to individuals with mobility aids.
• Appointments Recommended: Given their valuable insights and personalized service, it's advisable to book an appointment before visiting.

Client Opinions and Average Rating

Client feedback is a testament to the company's dedication and effectiveness. With only two reviews on Google My Business, the average opinion stands at a modest 3 out of 5. However, the glowing endorsement from a long-term client highlights a 20-year relationship built on mutual values and satisfaction with investment choices that contribute positively to the world.

Recommendations for Potential Clients

For those considering financial consulting or planning, Blue Marble Investments presents an intriguing opportunity. Their specialized approach, combined with a commitment to ethical investing, could align well with clients who prioritize making a positive impact through their financial decisions. The accessibility of their office is an added benefit, ensuring that all clients, regardless of mobility, can fully engage in their financial planning process.

Final Recommendation

Despite the limited number of reviews, the positive experience shared by one client suggests a high level of service and alignment with personal values. To learn more about how Blue Marble Investments can help you achieve your financial goals in a manner that resonates with your ethical standards, we encourage you to visit their website. Whether you're looking to start investing, plan for the future, or simply seek advice, Blue Marble Investments is committed to providing personalized, accessible, and impactful financial solutions.

This summary encapsulates the essence of Blue Marble Investments LLC, highlighting their specialized services, commitment to accessibility, and the positive client feedback they've received, along with a final call to action for potential clients to explore their offerings further.

👍 Reviews of Blue Marble Investments LLC

Mary S.

5/5

I have been working with Art and Blue Marble Investments for about 20 years and I could not be happier. I chose Blue Marble because their values align with mine and I want to make sure my investments are making a difference and not causing harm. I recommend them without hesitation.

CAGurl91

1/5

Never returned my calls, wonder if they are legit or a satellite office? Called Edwards instead!!