5-Star Review for SOS INSURANCE & Ana Valdez and Team I've…read morebeen WITH SOS INSURANCEAna and team for years now, and they have been an absolute lifesaver for my business insurance needs. From the very beginning, they've handled everything with professionalism, care, and speed that you rarely see in the insurance world. They manage my workers' compensation, general liability, auto insurance, and umbrella policy -- all of it. No matter how busy things get on my end, they stay on top of everything and make sure I'm properly protected without any gaps or surprises. What really stands out is how fast they are. Need a Certificate of Insurance (COI) ASAP for a new job or client? They get it over to me same day, every time. Have a question about coverage or need updated information? They respond quickly and clearly, never leaving me hanging. Their whole team is responsive, knowledgeable, and genuinely helpful. Ana is fantastic to work with -- she's attentive, easy to talk to, and truly looks out for her clients. You can tell she and her team care about getting it right. If you're a business owner looking for reliable insurance agents who actually deliver, look no further. I highly recommend Ana Valdez and her team -- they've earned my business for the long haul! Thank you SOS Insurance & Ana and team for always taking such great care of us!

DO YOUR RESEARCH FIRST! Horrible experience and a very unprofessional President/CEO. I will be…read morefiling with BBB, DOI, and FTC against SOS Ins. I used SOS Insurance the first year I needed garage insurance, and everything went well. However, after needing to renew COI the second year, they didn't offer a competitive rate when I requested a quote (after having zero claims the first year, it should have gone down quite a bit based on my research). Unfortunately, it did not, so I decided to shop the market before making a final decision, which any business owner would do... I was transparent and shared that I was shopping for more competitive quotes. I received this email from Karen Lopez, which said to move forward with the alternative option and that they were closing my file on 3/24/26. On April 1st, another agent from SOS reached out, and I was still shopping for the most competitive rate. She sent me the best quote at the time, so I decided to move forward and start the paperwork. My current COI was set to expire on 4/8/26. On 4/6/26 (2 days before my current COI expired), Karen Lopez emailed me to say they had forgotten to add the comprehensive to that more competitive quote and noted the increased price. This appeared to be a bait-and-switch tactic by this business, which is illegal in the insurance world, so beware of similar tactics. After declining the increased quote, the CEO/President, Amir F. Tajalli, emailed me, stating that I would be "placed on the do not solicit list" and "not to waste another second on this policy." I've never seen a CEO/President act so unprofessionally, unethically, and condescendingly. Amir's aggressive email was unnecessary as I was just a consumer doing my research. In conclusion, be careful with this company. Seems like a poor business operation and a poor owner on a power trip with insurance... lol! It was extremely frustrating going through this with them, as I take my company more seriously. I'm over it now and just shaking my head and laughing about it, but I definitely want to deter anyone from using this company in the future and dealing with this type of situation.

We have been with Troy and he is so helpful and directed us the right way into our retirement…read more I definitely would recommend him . Lowell and Carol

When I went to Asset Retention back in 2019, Troy was very hands on during my appointment. I…read moreinvested my entire 401k from my previous company with Asset Retention. Last year, when I had my annual reallocation meeting, Troy had someone from his firm meet with me. I asked why he didn't do the meeting with me and he told me "He has clients with more money invested and that I did not warrant the time to spend in a meeting with me" The Annuity I have with Troy, has done absolutely nothing! I would have been better off playing the lottery! I do not recommend this firm if you are looking to grow you assets

United States Financial Services is a great establishment that are very helpful when looking for a…read morehome. They offer great customer service and attend to their clients with respect and courtesy. They provide just the right information needed to buy a home. Overall pleased with their services.

Ok this is my first review on yelp and I felt compelled to share my experience with you on how…read morehelpful USFS has been with me as I am finally ready to buy a new home again. I was first recommended to USFS by a friend of mine... I was very happy that he did. USFS has been so helpful with everythng from answering all of my questions thoroughly and honestly, to provding me with listings and all information that would be most helpful to me in my search. I am still in my search but very pleased with my potentials thus far. I am giving USFS five stars and would highly recommend them to anyone who is looking for a home.

Staci was a godsend....as a first time homebuyer she handled us with care and walked us through the…read moreentire process. Staci and her team made the process so easy and we felt like they explained everything thoroughly, even we would ask the same questions multiple times. She always made herself available to us and worked hard to get us the best rate possible....I had so many emotions throughout this entire process and when I needed someone to explain things to me she was always there. My husband and I will always be thankful to her for making one of the significant moments in our life easy and painless....Thank you Staci

If you are looking for someone who knows everything there is to know & then some, works at…read morelightening speed, takes time to explain it all to you, and listens to meet your needs, then Staci is the right person for you. She was the right person for us and we are so grateful for everything she did to make our experience seamless and as stress free as possible in obtaining a loan for our dream forever home. I can't recommend her enough! Her support staff is just as kind, patient and efficient as she is.

Had to get new insurance because I was required to get FR44 coverage on my auto policy. I was…read morereferred to Ilker Yildiz by a friend of mine who raved about how helpful the company was and in particular a gentleman named Ilker. Well my friend was absolutely correct! Ilker is probably the most intelligent, helpful and caring individual I have ever encountered in the auto insurance marketplace! He spent great lengths on the phone with me answering all my questions and taking care of my needs. And on top of it all he found me a policy that was WAY under the price I thought I would be paying!!! A lifesaver for sure! If you ever had any kind of auto insurance (regular or a special over and above kind) I would highly recommend that you speak with Ilker to see what he can do for you. I am confident you will be pleasantly surprised!!

Helped us through the health insurance process. He was informed and responsive. We will be…read morerecommending him to others.

Nathan Comstock is the best insurance agent we ever met. He is super responsive and finds…read moreaffordable policies for us within 24 hours. Nathan Comstock is very knowledgeable and has many carriers he can get policies from. Whenever we need insurance, we call him or email him and he ALWAYS gets back to us with speed and efficiency. He has found us the best rates for our home policy, our rental income properties, business and more.

Good, honest, trustworthy agent. Nice guy who is very familiar with the business and can find very…read morereasonable rates. Would definitely recommend giving him a call!

Great experience with Capstone Financial & Insurance. He was very informative and took the time to…read moreexplain everything clearly so I could understand my options. Getting life insurance is an important decision, and he made the process simple and comfortable. Now I have peace of mind knowing my family is protected if anything were to happen to me. I really appreciate the professionalism, honesty, and guidance throughout the process. I highly recommend Capstone Financial & Insurance to anyone looking for life insurance and protection for their family.

The thing that separates Robert from the rest is that he truly cares for his clients best interest…read moreand believes in the value of the services he provides. He is always responsive, honest, and direct, never rude or dismissive. Knowledgeable and resourceful. You have nothing to lose reaching out to capstone financial.

I had the pleasure of working with Fred and his processing staff. Fred is knowledgeable and very…read moreeasy to work with. The processing staff is very quick to provide updates and highly professional. It's a breath of fresh air coming from other lenders that are rather difficult to work with. I would highly recommend Triple Crown Funding.

Dear Team at Triple Crown Funding,…read more I just wanted to take a moment to express my sincere gratitude for all your support during the loan process. For the past three months, you have been incredibly patient and helpful, guiding us through every step of the way despite the challenges we faced on our end. Fred Bohman and his team have shown exceptional dedication and professionalism. It's rare to find a group that truly holds your hand and ensures all your needs are met with care. I wholeheartedly recommend Triple Crown Funding to anyone seeking assistance with funding needs. You won't be disappointed! Thank you once again for everything! Best regards, Richard & Roxanne DiMaggio