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 PLANNER™ professional is the firm’s 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.
Company Details
- Employees
- 20
- Founded
- -
- Address
- 6011 Stadium Dr, Kalamazoo,mi 49009,united States
- Phone
- +1-269-492-7220
- ma****@****afg.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- valleyoakcpa.com
- Keywords
- Business Tax Planning, Business & Individual Tax Preparation, Bookkeeping Services, Payroll Services, Family Office Services, Financial Planning Services, Investment Services, Life Insurance Services, Estate Planning Services, Business Advisory & Consulting Services.
- HQ
- Kalamazoo, MI
Valley Oak Financial, Plc Questions
Valley Oak Financial, Plc's helpline number is +1-269-492-7220
Valley Oak Financial, Plc's website is valleyoakcpa.com
Valley Oak Financial, Plc's LinkedIn profile is https://www.linkedin.com/company/valley-oak-financial-plc
Valley Oak Financial, Plc has
20 employees.
View email and phone details for 20
employees at Valley Oak Financial, Plc.
Valley Oak Financial, Plc's industry is
Financial Services
Valley Oak Financial, Plc's top competitors are
Allie & Austin Management Llc,
Opti-Blast Inc.,
Bitmvr Industries,
Affordable Financial Services Ltd.,
Kalamazoo Start-Up Center,
Valley Oak Finance,
Cloudstaff,
Vorzeigen Medical,
National Specialty Contractors,
Emapta Global.
Valley Oak Financial, Plc's support email address is matt.rzepka@fortafg.com
Valley Oak Financial, Plc's categories are Financial Services
Valley Oak Financial, Plc's founding year is 2006
