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If you are interested in hiring Valley Oak to file your tax returns, please give us a phone call. We prefer to have a brief phone call to assess if we are a good fit for your needs. PLEASE DO NOT SEND FIRST-TIME INQUIRIES VIA E-MAIL.
Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors INC, a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, Member FINRA & SIPC, to residents of: (AL, CA, CO, CT, FL, GA, IL, IN, KS, ME, MA, MI, MS, NC, OH, OK, PA, SD, WI). Cambridge and Valley Oak Strategies, LLC are not affiliated.