Valley Oak Financial, PLC
Valley Oak Financial, PLC

Valley Oak Financial, PLC Information

Contact top employees from Valley Oak Financial, PLC

Summary

Valley Oak Financial, PLC is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Kalamazoo, Michigan, USA. The number of employees ranges from 25 to 100. The annual revenue of Valley Oak Financial, PLC varies between 5.0M and 25M. To connect with Valley Oak Financial, PLC employee register on SignalHire.

Industries

Financial Services

Headquarters Location

Employees Size

10-50 employees

Specialties

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

DMA Code

Grand Rapids Metropolitan Area

Founded

2006

Estimated Annual Revenue

$5.0M - 25M

Operating Status

Independent Company

Contact Valley Oak Financial, PLC

Organization Website

Social Links

twitterfacebook

Phone Number

2694927220

Employees Turnover 3 quarter 2025

Length of Employment
arrow
Employee tenure at Valley Oak Financial, PLC shows a diverse range of experience levels:
6% have been with the company for less than 1 year13% for 1–2 years19% for 3–4 years13% for 5–7 years19% for 8–10 years31% have over 11 years of service at Valley Oak Financial, PLC
Contact top employees from Valley Oak Financial, PLC
Alicia Kovach
Chief Operating Officer
View
Matthew ONeill
Executive Assistant
View
Ashley Tessitore
Director of Accounting
View
Sarah Acri
Accounting Associate
View
Matt Brown
VP of Strategic Growth
View
Jen Granberg
Tax Associate
View
Christopher Welborn
Marketing Executive
View
Mariah Jones
Finance Specialist
View
Mariah Jones
Director of Sales Marketing
View
Candice Fritz
Administrative Director
View
Matt Miller
Managing CPA
View
Matt Miller
Managing CPA
View
Rose Riemens-Birdsall
Senior Administrator
View
K pas
associate
View
Kay Davidson
Payroll and Accounting Specialist
View
BACK TO TOP