Valley OakFinancial advisor in Kalamazoo, MI

Valley Oak is a financial advisor at 6011 Stadium Dr, Kalamazoo, MI 49009, ranked #29 of 64 financial advisors in Kalamazoo and rated 3.8 from 4 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Kalamazoo, MIUpdated November 9, 20260 paid placements in any rankingHow we rank

Call (269) 492-7220 Website ↗

Key facts

Key facts about Valley Oak
Address	6011 Stadium Dr, Kalamazoo, MI 49009Get directions
Phone	(269) 492-7220
Website	valleyoakcpa.com
Hours	Monday to Friday: 9 AM – 5 PM
Google rating	3.8 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Financial PlannersGoogle main category

Service area

Serves Kalamazoo and 1 town within 25 miles: Portage.

Based in Kalamazoo, MIView on map

Opening hours

Opening hours for Valley Oak
Day	Hours
Monday	9 AM – 5 PM
Tuesday	9 AM – 5 PM
Wednesday	9 AM – 5 PM
Thursday	9 AM – 5 PM
Friday	9 AM – 5 PM
Saturday	Closed
Sunday	Closed

Open evenings — no
Open Saturdays — no
Open Sundays — no

Questions about Valley Oak

How is Valley Oak ranked in Kalamazoo?

Valley Oak is ranked #29 of 64 financial advisors in Kalamazoo by RFA Score, with 67 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Valley Oak’s hours?

Valley Oak is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Valley Oak serve?

Serves Kalamazoo and 1 town within 25 miles: Portage. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Valley Oak?

Valley Oak has a rating of 3.8 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Valley Oak?

Call Valley Oak on (269) 492-7220. The business is at 6011 Stadium Dr, Kalamazoo, MI 49009. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

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Compare nearby financial advisors

Valley Oak compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
Valley Oak (this business)	—	67	3.8 (4)	No	No
Gasaway Investment Advisors Inc	#27	67	5.0 (3)	No	No	1.2 mi
Candor Wealth Strategies	#28	67	5.0 (3)	—	—	2.2 mi
Mercer Advisors - Portage	#30	67	5.0 (6)	No	No	5.6 mi

See all 64 ranked financial advisors in Kalamazoo