RLJ Financial Services, Inc.

4.9(51 reviews)Ceres, California
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By owner
Street View & 360°
All
By owner
Street View & 360°

RLJ Financial Services exists to equip individuals and small businesses with vision and resources to proactively and effectively impact the world. Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment ServicesSM, Member FINRA,SIPC. Investment advisory services offered through Avantax Advisory ServicesSM, Placing business through an Avantax affiliated insurance agency. CA Insurance Lic #0B89937

Services

Service Options

Accessibility

Business Hours

Monday
8 am–5 pm
Tuesday
8 am–5 pm
Wednesday
8 am–5 pm
Thursday
8 am–5 pm
Friday
8 am–5 pm
Saturday
Closed
Sunday
Closed

Find Us on Google Maps

1788 Mitchell Rd #102, Ceres, CA 95307, United States

Customer Reviews

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Reviews

4.9(51 reviews)
SUN IK LEE
Oct 4, 2024on
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I found this group through a random search in this area. Randy and his group are super nice and organized. I was impressed with their education and set up. I am very fortunate to become part of their group.

Chaz Lokollo
Aug 3, 2024on
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"I spoke with caleb jenkins, i have to say i was very impressed by his patience and professionalism. I have a small business that im currently struggling with, caleb is full of information that was easily absorbed. He was very honest and got me on a path that will get me to where i need to be for future. Thank you caleb for taking the time to answer all my questions that noone else wanted to answer. I highly recommended RLJ financial services for financial solutions."

William Beckman
Jul 7, 2024on
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C Brown
Jul 7, 2024on
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Looking for somebody who really knows what theyre doing. Look no further. From taxes to financial advise. These guys are great!!

Galen Giesbrecht
Jul 7, 2024on
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Liza is a great gal and very helpful!

Vladimir Orzhakhovsky
Mar 7, 2024on
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Been working with this firm for over 6 years. Good honestly and trust worthy people. Peace of mind when they do my personal & business taxes.

Gilbert Soares
Feb 22, 2024on
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We have been working with RLJ Financial for the past 3 years and the experience has been great! We were with 2 other CPAs for our business and they are by far the best. A couple great things they do is explain things as clear as possible, so you can understand, and the QuickBooks education meetings are so helpful. They are there for you. Highly recommend.

Thomas Steipp
Dec 26, 2023on
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Very thorough and experienced. We use them to help us with a ranch operation and have been extremely impressed. They saved us about $5,000 on our first insurance renewal after we signed up for their service

David Fisher
Nov 7, 2023on
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We are switching to QB online, Calebs team is helping and was very Knowledgeable and helpful !!

Brett Houser
Oct 17, 2023on
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RLJ Financial are an amazing group of individuals. Excellent communication and they have become a pivotal in the development of my company. Caleb answered all my questions in a timely manner with true knowledge and expertise. I would recommend this team to anyone looking for extensive knowledge along with a friendly, attentive atmosphere.

Cathy Hartman
Nov 7, 2022on
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RLJ Financial Services is very professional. They are responsive, prepared and provide excellent tax services and counsel. I am reassured that our personal and business tax needs are in great hands. I would recommend this team of experts to anyone.

Matthias Helmuth
Nov 7, 2022on
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