Central Valley Financial Services - Lodi, California

Introduction to Central Valley Financial Services

Central Valley Financial Services, located at 1822 W Kettleman Ln Ste 2, Lodi, CA 95242, is a reputable financial company that offers a range of services to its clients. With a phone number of 209-992-4279 and a website at cvfsfinancial.com, they are committed to providing exceptional financial assistance to those in need.

Specialties and Services

Central Valley Financial Services specializes in providing bookkeeping services, which is a crucial aspect of managing a business's financial health. Their team of experienced professionals is well-equipped to handle various financial services, including tax preparation and filing, accounting, and financial planning.

Other Points of Interest

• Online appointments: Central Valley Financial Services understands the convenience of booking appointments online, making it easier for clients to schedule consultations.
• Wheelchair accessible entrance and parking lot: The company is committed to providing accessibility to all clients, ensuring that everyone can receive the financial assistance they need.

Opinions and Reviews

This company has garnered 12 reviews on Google My Business, with an average rating of 3.3/5. Many clients have praised the exceptional service they received from Central Valley Financial Services, particularly during tax season. One reviewer mentioned that they reached out to Valerie for help with an extension on their taxes and received prompt assistance. Another client highlighted the exceptional experience they had with the company, stating that they helped them sort through their finances and finalize their taxes efficiently. Overall, clients appreciate the personalized attention and support provided by the team at Central Valley Financial Services.

Recommendation

If you are in need of reliable and efficient financial services, Central Valley Financial Services is a great option to consider. With their expertise in bookkeeping, tax preparation, and accounting, they can help you manage your finances and ensure compliance with all relevant laws and regulations. Their commitment to accessibility, as shown by their wheelchair-friendly entrance and parking lot, demonstrates their dedication to serving all clients.

For more information or to schedule an appointment, visit their website at cvfsfinancial.com or call them at 209-992-4279. Don't hesitate to take advantage of their professional services and experience the difference they can make in your financial well-being.

👍 Reviews of Central Valley Financial Services

patricia J.

5/5

Tax season is stressful, I reached out to Valerie and she quickly helped me out with an extension on my taxes. Helped me sort things and finalized my taxes. My experience was truly exceptional. Highly recommend!

Kristin D.

5/5

I am very pleased with CVFS over the last 7 months and the progress I’ve made with repairing some credit issues! Valerie is professional, flexible and knowledgeable. She assisted me with consolidating student loans, communicating with the bureaus to remove some items from my report, and ultimately got me back to excellent credit status over these last few months. Home ownership is the goal and CVFS is an essential tool in that process - thank you!!!

Evelyn T.

5/5

Valerie has done my taxes and helped me raise my credit! She's very friendly and answers any questions I have super fast. I highly recommend her.

Gia C.

5/5

If you have had a credit hiccup.. this is the team that will assist you. Thank you soo my helping me get my credit score back to what it was! I am excited to file taxes with you this year!

Nicole T.

1/5

I referred 4 people here. Same result unresponsive, poor follow thru and a basic waste of time. One person paid 300 for absolutely NOTHING. Posting fliers and cute photos ARENT a reflection of the actual work being done. It’s trash. Bad service zero results.

Vanessa M.

5/5

The go too place in Lodi for tax’s returns and they help you repair your credit score! Super helpful and great customer service.

Jj M.

5/5

Central Valley Financial Services have a great team really helped me out with my credit.

Raul R.

5/5

Knowledgeable and reliable. Everything you need in financial and business services.