Valdez Financial + Insurance Solutions
San Diego, CA
Valdez Insurance Solutions helps individuals and families in the San Diego area navigate complex insurance options. They specialize in Medicare, life, and long-term care insurance, explaining choices in clear, everyday language to ensure clients understand their coverage.
5 Reviews
★★★★★
I am most grateful to TOM VALDEZ for his kind assist in choosing the best MEDICARE 2025 Advantage plan which provided my access to UCLA Medical Center for the best surgical care I received and subsequent complete cure.
I trust TOM VALDEZ to guide me and my husband to sign up with the 2026 plan that best meet our needs. He patiently listens and responds to our many questions, and presents all options available.
Annual CHANGE in medical insurance plans is inevitable and worrisome. We confidently rely on Tom’s ability to search for the best plan for us. Most importantly, he is pleasant to work with.
We hope to have his kind guidance through the coming years.
Prudence GASPAR
★★★★★
Tom took his time and explained all of our options. He guided us through the steps and we are happy with the outcome. I definitely would recommend him to help with choosing the right Medicare plan for your needs
★★★★★
Tom is a very professional and knowledgeable resource for Medicare services. My husband and I are looking to acquire the best supplement to our Medicare plan and Tom nailed it! He listened and quickly understood our needs. I highly recommend him for any of your insurance needs. I also have my life and long term care insurance through him. Thank you Tom
★★★★★
So appreciate being able to get help from Tom with all my insurance needs. He is very knowledgeable and able to answer all my questions. He gave me options for my insurance needs that would have taken hours of research had I done it myself. Also appreciate his newsletters that keep his clients informed all year long. Thank you, Tom!
★★★★★
We are new to Medicare so when I asked our financial advisor who I should talk to about Medicare, she referred us to Tom Valdez. We have been extremely happy with Tom's professionalism, his knowledge of the Medicare process and procedure and he is an all around nice guy, too! We have enjoyed meeting with Tom and he was happy to come over again to let us know about the open enrollment for Medicare. We have and will continue to refer Tom to our friends and family. Thank you for taking such good care of us, Tom! It means a lot to Mark and myself. Take good care! m~