Valley Oak Financial
Financial Services, 2632 S 11th St, Kalamazoo, Michigan, 49009, United States, 11-50 Employees
Phone Number: 26********
Who is VALLEY OAK FINANCIAL
Valley Oak is an innovative certified public accounting firm of forward-thinking entrepreneurs and business advisors who creatively integrate traditional values, practical solutions and i...
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Headquarters: 2632 S 11th St, Kalamazoo, Michigan, 49009, United States
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Date Founded: 2006
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Employees: 11-50
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Revenue: $1 Million to $5 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6282
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Frequently Asked Questions Regarding Valley Oak Financial
Answer: Valley Oak Financial's headquarters are located at 2632 S 11th St, Kalamazoo, Michigan, 49009, United States
Answer: Valley Oak Financial's phone number is 26********
Answer: Valley Oak Financial's official website is https://valleyoakcpa.com
Answer: Valley Oak Financial's revenue is $1 Million to $5 Million
Answer: Valley Oak Financial's SIC: 6282
Answer: Valley Oak Financial has 11-50 employees
Answer: Valley Oak Financial is in Financial Services
Answer: Valley Oak Financial contact info: Phone number: 26******** Website: https://valleyoakcpa.com
Answer: Valley Oak is an innovative certified public accounting firm of forward-thinking entrepreneurs and business advisors who creatively integrate traditional values, practical solutions and intelligent change by focusing on your unique needs. We pride ourselves on going beyond the numbers by applying our technical expertise, unmatched client service and disciplined delivery of solutions. We specialize in individuals and businesses who enjoy the benefits of working with a client-centric firm offering a full-range of accounting, tax planning and preparation, business advising, and financial advising. Valley Oak is a certified public accounting firm located in Kalamazoo, Michigan. Established in June 2006, Valley Oak provides accounting, tax planning and preparation, business advising, and financial advising to individuals and businesses. Matthew L. Rzepka, CPA, and a CERTIFIED FINANCIAL PLANNERTM professional is the firms co-founder, owner, and managing partner. Matthew made the decision to establish Valley Oak after working for several successful years for a regional CPA firm. He felt clients could be better serviced with a more responsive, value-added approach. It is Valley Oak's mission to add value to all clients by delivering straight-forward solutions in an easy-to-understand format. DISCLOSURE: Certain appropriately licensed individuals are registered to offer Investment Advisory Services through Financial Gravity Asset Management, Inc. (FG Asset Management), an SEC Registered Investment Adviser and/or Financial Gravity Family Office Services, LLC. (FG Family Office Services), an SEC Registered Investment Adviser. Neither FG Asset Management or FG Family Office Services provides tax or legal advice and is not a certified public accountant.
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