Calrima Financial & Insurance Agency

Medicare open enrollment begins
October 15, 2017

Changes during this time take effect
January 1, 2018.

Open enrollment concludes
December 7, 2017.

Free Medicare Evaluation --

Join us in November on Tuesdays or Saturdays at 10:00 AM for a free Medicare training.  Get your questions answered.  Plan to arrive at 10 AM to enjoy some coffee/tea and light snacks.

Now is the time to be sure your current Medicare plan is still a good fit for you.

If your health needs have changed, or your current plan doesn’t offer the benefits and features you’re looking for, it may be time to switch to a new Medicare plan.

Don’t want to attend but have questions?  Call our office at 408-459-8383.

Our Yelp & Facebook

  •   Without a doubt, Mary is the best insurance person to work with, bar none.  She is always available, knows every aspect of the options for you, is able to guide you into making the right decisions, stays with you through every step of the process, stays in touch with you after you've made your decisions (which a LOT of insurance agents don't).  She's amazing.  Do yourself a favor, work with Mary!

    thumb David S.
  •   Mary is a pleasure to work with.  She obviously loves what she does and knows SO MUCH about health insurance.  I felt myself overwhelmed by choices and information, none of which I wanted to research myself.. and alas, I didn't have to!  Mary was a HUGE help and I honestly felt bricks taken off of my shoulders because I know Mary had my best interest at heart.  She's saved me money from finding the best priced plan and even giving me information on how to get my medication as inexpensively as possible (I had been paying double of what was necessary!)  If you're trying to navigate the mess of single payer insurance on your own -- stop the madness and call Mary!  
    Thank you Mary Lee!

    thumb S C.
  •   Mary did a fabulous job finding me great insurance that met my needs.  She is always ready to help and answers all my questions promptly.  You can tell that she really cares about her clients and she truly works to find the right fit for you.

    I highly recommend Mary and I have referred my family and friends to her.

    thumb Parastoo E.
  •   Mary provides the most thorough and comprehensive understanding of what I consider a complex topic, insurance. She and I met recently and her calm manner of presenting put me at ease and allowed me to relax. Mary provided several options and made sure I understood what they each offered so that I could make the very best choice.

    Mary Lee is a quintessential professional in her business and has your best interest at heart. I highly recommend Mary!

    thumb Peggy S.
    If you're still needing to look at your health care options with someone who's SUPER easy to work with and basically like wikipedia + your big sister who's got your back, give Mary a call.

    I've known Mary as a friend for years but not in a professional capacity. And I hope more people write reviews (she's already busy without reviews but I think she needs to be publicly acknowledged for her professionalism).

    Mary came highly recommended by my bosses for assistance on getting my health insurance options looked at. Here are the pros of working with Mary (no cons!):

    - super savvy (she has an eye on the best value plans and makes sure you are aware of them)...basically my asian parents would be proud
    - straight forward information (get's the to the point quickly and gracefully)
    - easy to work with
    - knowledgable, confident
    - tech savvy (this saved time as you can just email/text/fax docs and info while over the phone with her)

    A class act professional. HIGHLY RECOMMEND

    ***Aside from working with individuals, she works with organizations, and other groups to optimize their health plan coverage.

    Rock on M! =)

    thumb Loan T.

We offer our evaluation services year round. As you can imagine we get pretty inundated with requests for support.

To schedule your time to speak with Mary Lee:

 No obligation.  No pressure – just a second opinion and clarity.

Too many options?

Consider meeting with Mary Lee to gain clarity about Medicare and your options.

Contact information

Office location:

1875 Winchester Blvd, #101
Campbell, CA 95008

Phone numbers:

Call today if you want assistance or have questions.

Our websites: