Calrima Financial & Insurance Agency

Free Medicare Evaluation --

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.

Have questions?  Call our office at 408-786-0508.

Our Yelp & Facebook

  •   I highly recommend Mary Lee as a health insurance agent for the following reasons:
    1. She patiently listen and carefully assess your health insurance needs then she get to work.
    2. She have a vast knowledge of the different insurance  products and options available in the market.
    3. She will patiently assist you to choose the type of health insurance that fit your needs.
    4. She does her job in a very professional manner and with kindness.

    thumb Marjorie S.
    8/04/2020
  •   Mary has been my Insurance agent for the past 7 years.  She navigates through the options and always finds the best plans for me and my family. She is knowledgeable, calm and always welcoming with a warm smile.  If you are in search of an exceptional Health insurance professional look no further.  Mary is the one!!

    thumb Alinor W.
    10/07/2019
  •   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.
    11/10/2017
  •   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.
    11/30/2016
  •   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.
    11/07/2014
  •   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.
    10/24/2014

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

Phone numbers:
408-786-0508
866-589-9366 – Toll-free

Call today if you want assistance or have questions.

Our websites: