Valley Oak Financial Revenue
Financial Services • 
Oshtemo, Michigan, United States • 11-20 Employees
Valley Oak Financial revenue & valuation
| Annual revenue | $5,336,006 |
| Revenue per employee | $267,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $17,100,000 |
| Total funding | No funding |
Key Contacts at Valley Oak Financial
Ashley Tessitore
Director Of Accounting
Amber Rzepka
Director
Candice Fritz
Administrative Director
Company overview
| Headquarters | 6011 Stadium Dr, Kalamazoo, MI 49009, US |
| Phone number | +12694927220 |
| Websites | |
| NAICS | 52 |
| SIC | 872 |
| Keywords | Payroll Services, Bookkeeping Services, Investment Services, Financial Planning Services, Business Advisory & Consulting Services, Family Office Services, Estate Planning Services, Business & Individual Tax Preparation, Life Insurance Services, Business Tax Planning |
| Founded | 2006 |
| Employees | 11-20 |
| Socials |
Valley Oak Financial Email Formats
Valley Oak Financial uses 4 email formats. The most common is {first initial} (e.g., j@valleyoakcpa.com), used 41.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@valleyoakcpa.com | 41.2% |
{first name} | john@valleyoakcpa.com | 41.2% |
{first name}{last name} | johndoe@valleyoakcpa.com | 11.8% |
{first initial}{last name} | jdoe@valleyoakcpa.com | 5.9% |
About 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 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.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Valley Oak Financial has 13 employees across 3 departments.
Departments
Number of employees
Funding Data
Valley Oak Financial has never raised funding before.
Valley Oak Financial Tech Stack
Discover the technologies and tools that power Valley Oak Financial's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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United Kingdom
Australia
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Frequently asked questions
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