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Where do you want to go? We'll get there, together. 

Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

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Your Process

Your Process

We create strategies that are tailored to your goals.

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Our History

Our History

We're prepared to guide you through life's transitions. 

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Shared Values

Shared Values

We operate our business with ethics and integrity.

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Resources

Resources

Let's talk about your investment strategies.

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Welcome to the family!

Welcome to the family!

Welcome to Valley Financial Services, a company specializing in comprehensive retirement planning and estate conservation. Our mission is to help clients pursue lifelong financial security for themselves and those they love.

We are a full service company with skilled professionals assisting individuals and families for over 37 years. We develop and implement customized strategies to minimize taxes, help secure retirement income and maximize legacy to families and communities.

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Your goals are our goals.

Your goals are our goals.

Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

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We go with you, wherever the road of life takes you.

We go with you, wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

Meet Our Team

Lindsey T. Randolph

Lindsey T. Randolph

OSJ Branch Manager and Certified Financial Planner

(209) 474-3465

(209) 957-3304

Joyce Randolph

Joyce Randolph

Registered Assistant and Office Manager

(209) 474-3465 x100

(209) 957-3304

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