Back to Directory
Nancy Rangel Insurance and Financial Services

Nancy Rangel Insurance and Financial Services

Reviews Summary

The overwhelming consensus is extremely positive, with nearly all reviewers praising exceptional customer service, professionalism, and personalized care. Many highlight the team's knowledge, transparency in explaining coverage, and going above-and-beyond to secure competitive rates. Several mention feeling treated like family. While two negative reviews cite declining service and billing discrepancies under new management, the vast majority enthusiastically recommend this agency for insurance needs, emphasizing trustworthiness and consistently excellent experiences across auto, life, and business policies.

About This Listing

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Contact Information

Address

6032 Warner Ave

Huntington Beach, California 92647

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

Nancy is an amazing business owner. She's the most caring and authentic woman I have met. We worked with Ever and he's very knowledgeable and caring as well. I would recommend Nancy Rangel Insurance to everyone I know and I actually do. Don't think twice if you want the most competitive price and A+ service.

Very very good customer service. Ever never delays a response to any of my questions even out of town he has me covered. Ryan helped me when ever was out of town and he is also helpful. It doesn't end there either the girls in the office very awesome and professional. Sandra helped me with car insurance policy and she is very helpful. All in all I could say it over and over they are great. Sometimes in life we have issues going on so dealing with a company as helpful as them helps to know you can count on t

This review is specifically for Sandra Arias. She is exceptionally professional, understanding and amazingly patient with my complicated insurance policies. She communicates very clearly, has tremendous knowledge in her field, attentive and follows through on all action items. I am very happy with Sandra and will continue with this company's services simply because of her great customer service. Thank you Sandra and please keep up the great work.

I can't speak enough of all the help that I have received from Nancy and her team. My needs were clear: I wanted to save money and ensure that my family was taken care of. Nancy and Ever went above and beyond my expectation in comparison to the previous insurance companies that I have dealt with in the past by offering me exactly what I needed to feel safe. Nancy and her team were very transparent and walked me through all the details and various questions that I had. Since then, I've gone to Nancy and her

LOVE This agency. Got my life policy and car insurance with them! Always making sure I have the best coverages not just keeping me legal for the road. Always looks for ways to help me save more money and sometimes even upgrade my coverages if it makes sense. Everyone treats me like family. They're the best agency I've ever had insurance under. I never have to worry about anything I literally just give them a call and they're there to help in any way possible.

I am very pleased with the hospitality I was given. State Farm has been beyond helpful, Ever , was beyond profesional. It's kind of like a whole other family since I have switched insurance. I can honestly say I now feel so relieved. All questions and concerns have been answered always. I've never been left with anything unanswered. I got an auto loan as well and it was not a headache like at dealerships.Thank you State Farm! I'm very thankful.

I had been with Dan Marshall (since 2002) who originally ran this office and retired recently. We never had a single problem in all those years except for Dan constantly wanting to take us to lunch or dinner. Not really a problem just good old fashioned great customer service. Then Nancy and her group started running the office and they don't have a clue what customer service is. I was quoted a price on ins for a new car and I have been charged $48 more per month than the quote so after 3 monthly EFT's of a

I have never had a bad experience with my agent Ms Monica, she is very professional, attentive and knowledgeable. Whenever I talk to her I feel at ease with any questions I may have been unclear about and she breaks everything down in lamens terms for me to understand exactly what I need to know. I can honestly say since I have to include insurance within my business I would rather my policy come from Rangel.

I have recieved 5 star service from Nancy Rangel and her staff. I recommended Nancy R to all my friends and family, no doubt they will definitely be on good hands. Very professional and great communication, I couldn't be any more satisfied.

I have been with NANCY at State Farm this last year after having a disappointing 20 years with another major Insurance Company. It is wonderful to once again have service and knowledge available. I have found this invaluable to say the least! Thank You Nancy, Amy and Staff!!! Nancy Dick

Thank you Nancy for your labor your hard work shows you really have a true passion for your work. And we are grateful for sharing your experience with us. You are, and will be part of our business for a long time. Thank you, Nancy.

I have been dealing with Eve for 2 years great customer service he brings to me and his other clients. He will take care of you and anyone you refer him over as we'll. Very straight forward guy tells you 100 percent if he can help you or not . Love his honesty !

My experience was fantastic. Sandra helped me get what I needed fast and made it easy for me. Would definitely recommend thank you for the help and friendliness!

I've been with State Farm for many many years and have always had the best service. Since Nancy Rangel has taken over the Hunting Beach office the service has gone straight down hill. I am actively changing agents.

Nancy and Sandra are incredibly helpful in knowledgeable. Not only do I have all of my personal insurance with them, I also refer all my clients to them.

I can't say enough good things about Nancy and her entire staff! I recently switched to State Farm and I found the rates were great and customer service impeccable! Highly recommend Nancy and State Farm!

Great agency, I go my first vehicle loan through State Farm and first insurance policy through them. For my first car loan I didn't even have to have a down payment!!

Great customer service, I have been with State Farm for a year now and Michele abrego has always been so helpful and gone above and beyond to make sure me & my family are well taken care of . Will totally recommend this office 100% ????

I have been dealing with Ever for 2 years great customer service he brings to me and his other clients. He will take care of you and anyone you refer him over as we'll. Very straight forward guy tells you 100 percent if he can help you or not . Love his honesty !

Everardo and the team really show you how first class service should be done! Other State Farm Agencies need to emulate these guys! Well done!

I've been having Statefarm for a couple months now and I'm very pleased with the customer service they have. They truly care for their customer feedback. Ever?s been great and very helpful with any questions or concerns I may have.

Sandra was super professional and really quick to get our business insured.

Nancy is a great agent and responds quickLa when we have a question. The price is very affordable. Would highly recommend.

Excellent service by Everardo, Nick, Laura and lest I forget the formidable Nancy. Close your eyes and rest assured this team is exemplary!!

Sandra helped me out with my insurance great customer service!??

Everardo has been huge for us! And has been extremely helpful ! Always giving our customers the best rates!!

Nancy is a great agent, very helpful and willing to go the extra mile to ensure you have the best benefits!

This is the best insurance agency I've ever dealt with!

Nancy and her team really care about their clients! Highly recommend!

Great customer service Amazing staff they always take care of my needs.

Nancy is awesome and her team is the sweetest!!!

excellent service, I am satisfied

(Translated by Google) My husband Livinston and I are very happy with Miss Nancy Rangel and with the insurance company because she has made sure that everything goes very well for us at all times, from our personal policy to our policy for the company, we have three cars and a jet sky and everyone is very well protected thanks to them. Thank you very much for everything Nancy and for always getting the best prices for us. We highly recommend it. (Original) Mi esposo livinston y mi persona, estamos muy cont

(Translated by Google) I want to say that we are so grateful to Michelle. She helped me and my family insure our cars. Also, thank you for taking the time to explain the coverage, something other insurance companies don't do! Thank you, Miss Michelle. (Original) Quiero decir que estamos muy agradecidos con michelle. Que ayudo a mi y a mi familia aseguransa de nuestros autos. Tambi?n gracias por que se tomo su tiempo a esplicar las coverturas algo que otras aseguransas no hacen ! Graciad snrta Michelle.

(Translated by Google) Hello my name is SUNDAY, When I told Nacy, she helped me with my insurance, thank you. Also to EVERARDO for helping when I have questions. Thank you, I hope we have the time to MEET each other in person. THANKS FOR TRYING TO HELP SUNDAY.. (Original) Hola mi Nombre es DOMINGO, Cuando me contate a Nacy me ayud? con mi aseguransa gracias . Tambi?n a EVERARDO por ayudar cuando tengo preguntas Gracias, espero y tengamos el tiempo para CONOCERNOS en persona. GRACIAS POR TRATAR DE AYUDAR DO

(Translated by Google) The place is comfortable, safe and very friendly. It is one of the Best Insurance that provides you with good services. (Original) El lugar es confortable seguro y muy amables es una de las Mejores Aseguranza que te brindan buenos servicios

(Translated by Google) I am very satisfied with your work, thank you (Original) Estoy muy satisfecho por su trabajo gracias

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

Skip to main Home Best CPA's Nearby Upgrade your plans English Avatar for Nico Bottema Welcome, Nico Bottema! Share Install the tag on your site to get access to all features, tools and the insights you need. It's fast and easy. Site ID: 6455700 Get started with the tag installation 1 Copy this code. 1 2 3 4 5 6 7 8 9 10 11 Copy code 2 Paste the code into the of every page where you want to track user behavior or collect feedback. 3 To make sure everything is ready, verify that your code was installed. Verify installation OTHER WAYS TO INSTALL Install with a team member’s help Install on a platform Install with a npm package Explore the demo Take a tour of the product with realistic data to explore. Explore demo site Common questions View all Course How do I install the tag? Collect session data for replays, heatmaps, and on-site surveys by installing a unique tag on your site. Ready to add it? Follow the instructions in this 15-minute course. Article How do I know if the tag is installed correctly? Article Will the tag slow down my site? Suggested for you Enable 2FA now Two-factor authentication (2FA) adds an additional layer of security to your account. Popular shortcuts title Feedback button Capture feedback in the wild by letting users share it at any point title Set up a Net Promoter Score® survey Measure long-term customer loyalty and happiness the tried-and-tested way. title Exit-intent survey Capture feedback before visitors leave and reduce your bounce rate Get started Interviews (new) Get real time feedback at critical times, thanks to easy, in-depth recruitment and analysis. Create project Finish your installation Surveys Feedback button Dashboard Invite team members Integrations