Valley Wealth Strategies LLC
Legal Name: VALLEY WEALTH STRATEGIES, LLC
Full Contact Details
Valley Wealth Strategies LLC
404 W. PINE STREET, SUITE 6, LODI, CA
(888) 488-8480
(209) 334-4217
Other Info
Valley Wealth Strategies LLC, a California-based limited liability company, employs 35 individuals, with 30 serving in advisory capacities. While the number of clients they serve is unknown, their latest SEC status, approved and registered as of April 27, 2018, demonstrates their continued commitment to providing financial services.
California CERTIFIED FINANCIAL PLANNER™ | Washington CERTIFIED FINANCIAL PLANNER™ — Zuk Financial Group
A California and Washington-based independent advisory firm dedicated to providing the financial framework and one-on-one guidance you need to navigate the road toward your ideal financial future.
California Financial Planner
Offering personalized investment management & financial planning to those ready to retire in California and beyond
Direct Owners
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DANIEL ALAN RAYMOND
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%
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PAULA LEANN KEY
MANAGING MEMBER owns more than 50% but less than 75%