Valley West

Financial Insurance Services

Where customers become friends, and friends become family

(800) 266-7672
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Our Company

Established in 1990, we are a family owned and operated independent insurance agency located in Southern California. Our Founder and CEO Gini Sosa Marquardt started in the insurance business in 1975 as an underwriter for Safeco Insurance Company in Fountain Valley. After getting her Insurance license she joined Far West Financial Insurance Services, a subsidiary of Far West Savings & Loan in 1982. After the Savings & Loan crisis in the late 80’s, Gini was given the opportunity to buy-out the Insurance Division and she changed the name to Valley West Financial Insurance Service. Today the agency is managed by her Daughter, Julie Sosa-Spencer, eldest Son, Vincent Sosa & Granddaughter, Genevieve Haroldson.

We are committed to providing our clients with the highest quality insurance services combined with the lowest rates available. Whether you are shopping for auto, home, business or specialty insurance, our knowledgeable insurance agents will work with you one on one to ensure you get a solution that is tailored specifically to meet your needs. Our ultimate goal is to create lasting relationships with each of our clients so that we may continue providing excellent service for many years to come.

To speak directly with an experienced insurance professional, simply give us a call anytime or feel free to utilize any of the interactive tools offered throughout the site. We look forward to working with you.

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Our Agents

Our Company

Gini Sosa

CEO
(714) 861-3581 x306
(800) 266-7672

I have owned Valley West Financial Insurance Services since 1990. With over 40 years of insurance experience on both the company and agency sides, I have a thorough and comprehensive understanding of the insurance industry. I aim to constantly train and mentor my agents so they are able to provide the same excellent level of customer service that has made our business successful for so many years. We pride ourselves in being knowledgeable and up to date with changes that affect our clients, and work diligently to ensure our clients needs are met and exceeded.

Our Company

Julie Sosa-Spencer

Manager
(714) 861-3581 x401
(800) 266-7672

I joined our family business in 1994. After the Northridge earthquake the agency was rapidly growing and the workflow was tremendous. I took on the role of processing new applications with zeal and soon learned that I loved the insurance business. It was exciting and interesting; there was so much to learn. I am proud to be part of our family business and I take pride in serving our community with integrity and honesty. All of our staff, which I consider to be part of our family, has been with us for many years. Our goal is to provide the best service at the lowest price possible and I believe we accomplish that every day. I am a proud mother of 3 grown children and a grandmother to 7 beautiful grandchildren. In my spare time, I enjoy charity events, traveling, meeting new people and dancing!

Our Company

Vincent Sosa

Realtor
(714) 861-3581 x308
(800) 266-7672

I joined my family business in 2006 as an Insurance Agent, Office Manager and Marketer. I have taken the lead of expanding our services to real estate, with the creation of my team, Vince Sosa Real Estate Team/KW. My passions are real estate, people, photography, travel and spending time with my family.

Our Company

Genevieve Haroldson

Manager
(714) 861-3581 x304
(800) 266-7672

I began my career at Valley West Financial Insurance Services in 1995. I started out working part time after school to learn our family business. Over the years, I have worked diligently to assist in all realms of our company and I was promoted to vice president in 2006. Currently, I help manage our team of agents and oversee the escrow department. I take pride in helping our clients and maintaining long lasting relationships with those I’ve helped over the years.

Our Company

Lupe Gonzalez

Supervisor
(714) 861-3581 x305
(800) 266-7672

I’ve been working at Valley West Financial Insurance Services since 1996. I started as a receptionist, moved to escrow clerk, then customer service representative. I became a licensed agent in 2001 and worked my way up to supervisor. I really enjoy working here because of the friendly, professional, easygoing atmosphere. I strive to provide the best customer service and I enjoy providing support to my fellow insurance agents.

Our Company

Aime Gutierrez

Insurance Agent
(714) 861-3581 x403
(800) 266-7672

I have been with Valley West Financial Insurance Services since 2002. I am an experienced account representative whose focus is customer service. I am bilingual in English and Spanish. I keep myself informed about current events in the insurance business in order to better serve my customers. I am highly dependable and make customer service my priority. Also, I hold licenses in notary and real estate.

Our Company

Maria Cervantes

Insurance Agent
(714) 861-3581 x402
(800) 266-7672

I have been with Valley West Financial Insurance Services since 2002. I began my career handling the mail and moved up to be a licensed insurance agent. I LOVE working with everyone here as we are more than just a company, we are family. We work as a team and strive to provide nothing but great customer service to all of our clients.

Our Company

Robert Spencer

Insurance Agent
(714) 861-3581 x307
(800) 266-7672

I have been working for Valley West Financial Insurance Services since 2010. I am an insurance agent as well as a licensed real estate agent offering services under Edso Realty Group powered by Keller Williams. My goal as an insurance agent is not just to satisfy our clients, but astonish them by working diligently on their questions and concerns. My goal as a real estate agent is to make the process of buying and selling delightful, and worry free.

Our Company

Nancy Cruz

Escrow Clerk
(714) 861-3581 x301
(800) 266-7672

I’ve been with Valley West Financial Insurance Services since 2002. I started as a front desk receptionist and worked my way up to escrow clerk. I take pride in processing evidence of insurance requests promptly, handling same day services for escrow closings. I enjoy working here because everyone is so friendly, professional, and we all work as a team!

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Testimonials

Thank you for the great service you (Aime) and Valley-West have provided over the years. It was very refreshing in this day and age to get such a high level of customer service.

James H.

Valley West has always given me GREAT SERVICE, their Agents are always helpful and smiling and always willing to go extra.

Manny G.

Great customer service and personable agents. I can always count on Valley West to meet all of my insurance needs at an affordable cost! It’s great to do business with them!

Daisy C

Valley West is the way to go for your insurance needs. Friendly, attentive & knowledgeable staff eager to assist you. I am a longtime customer & would never dream of going anywhere else. Can’t beat their prices! Thank you, Valley West!

Claudio M.

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Valley West Financial Insurance Services

4 months ago

Valley West Financial Insurance Services

Remember tires when thinking of motorcycle safety ...

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Remember tires when thinking of motorcycle safety

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When it comes to motorcycles, there are few things as important as the tires.
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Valley West Financial Insurance Services

4 months ago

Valley West Financial Insurance Services

Are you ready for the next BIG earthquake?Most earthquake injuries are entirely preventable. "Secure Your Space" to protect yourself and others from furniture and other objects that can fall or fly, starting with many simple, do-it-yourself (#DIY), and free or low-cost actions: SecureYourSpace.org. ...

Are you ready for the next BIG earthquake?
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Valley West Financial Insurance Services

5 months ago

Valley West Financial Insurance Services

Mercury Insurance is here to help you if you are a victim of the fires. ...

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Mercury to Help Victims of California Fires | Mercury Insurance

www.mercuryinsurance.com

Mercury stands ready to assist policyholders who have been displaced or forced to evacuate and need living expenses reimbursement or need to file a claim for covered losses.
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Valley West Financial Insurance Services

5 months ago

Valley West Financial Insurance Services

WHAT TO DO IF YOU SUFFER A WILDFIRE LOSS
We are here to serve you and your family.
1. Report your claim immediately to start the claim process
2. Your claims adjuster will contact you as soon as possible
3. Advance claim payments are available to assist you and your family. Any advance payments will be subtracted out of total claim payments made for your loss.
4. If your home is a total loss contact your agent to discuss reducing coverage temporally
5. Notify your mortgage company that you have a claim pending for building damage from the fire.
6. If you are unable to return to your home. Save your reasonable living expense receipts so an adjuster can review and discuss coverage for Loss of Use. If civil authorities temporarily evacuated you due to the fire you may have coverage to help with reasonable living expenses for up to 2 weeks.
7. Create your list of items destroyed and begin to create a file of photos, and proof of ownership documentation for list of items lost. Any videos created before the file should be provided to your adjuster.
8. If you are able to return home please do not discard any items until your adjuster is able to investigate the loss.
9. Be prepared working with a total loss home can be 18 to 36 months long
10. You will want to work with your adjuster when deciding on rebuilding or buying a new home.
11. If you have questions during the process your adjuster is the best contact to discuss your next steps and help you through the total loss process.
12. Begin to research contractors or insurance restoration professionals. Check the BBB, and other sites to help with your search. Set a time line with your chosen contractor to complete repairs to help keep the repair process on track. If a loss of use claim is applicable, the time available is based on reasonable time to complete the repairs and your policy has specific limits. Gini Marquardt, Genevieve Haroldson, Robert Spencer, Nancy Ferreyra, Greg Johnson
...

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Valley West Financial Insurance Services

5 months ago

Valley West Financial Insurance Services

Simple Home Maintenance Tips That Could Save You Thousands
Sheltering in place has allowed many to catch up on routine home maintenance that could save you thousands. Get this home maintenance checklist & start saving today!
Gini Marquardt, Genevieve Haroldson, Robert Spencer, Greg Johnson, Nancy Ferreyra
...

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Home Maintenance Checklist to Save Thousands | Mercury Insurance

www.mercuryinsurance.com

Sheltering in place has allowed many to catch up on routine home maintenance that could save you thousands. Get this home maintenance checklist & start saving today!
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Valley West Financial Insurance Services

Our Company

Our Company Established in 1990, we are a family owned and operated independent insurance agency located in Southern … Read More...

17054 Magnolia St
Fountain Valley, CA 92708

 


800-266-7672 Phone
714-406-2079 Fax
email@valleywest.net

Monday-Friday 8:30-5:00pm
Evenings and weekends by appointment

Valley West Financial Insurance Services · License # 0793442 · Copyright © 2021