RLJ Financial Services Inc. Employee Directory

AccountingUnited States2-10 Employees

RLJ Financial Services exists to equip individuals and small businesses with vision and resources to proactively and effectively impact the world. We do this by helping individuals and small businesses meet their goals through cloud accounting services, retirement planning, estate planning, business profitability, tax planning, strategy, and preparation, payroll services, cash flow management, and business succession planning.

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

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

www.finra.org www.sipc.org
Please visit www.avantax.com/social_policy for more information

Find RLJ Financial Services Inc. employees' phone numbers or email addresses

RLJ Financial Services Inc. Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

RLJ Financial Services Inc.'s Leadership

  • Stylized image of a person
    S. M.
    Accountant
    Phone icon
  • Stylized image of a person
    H. J.
    Administrative Assistanta�a
    Phone icon
  • Stylized image of a person
    M. K.
    Administrative Assistant
    Phone icon
  • Stylized image of a person
    R. P.
    Teacher
    Phone icon

Contact profiles from RLJ Financial Services Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. M.
    Accountant
    Phone icon
    Nov 10, 2025
  • Stylized image of a person
    H. J.
    Administrative Assistanta�a
    Phone icon
    UNITED STATES
    Mar 09, 2023
  • Stylized image of a person
    M. K.
    Administrative Assistant
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    R. P.
    Teacher
    Phone icon
    Oct 23, 2024

Frequently Asked Questions

What is RLJ Financial Services Inc. known for?

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RLJ Financial Services Inc. was founded in 1986 operates in the Accounting industry. The company's main headquarters is located in 1788 Mitchell Rd. Ste 102, Ceres, California 95307, US; you can contact the main corporate office by phone at . Explore RLJ Financial Services Inc.'s company overview page for more information.

What is RLJ Financial Services Inc.'s most common email format?

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RLJ Financial Services Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more RLJ Financial Services Inc. email formats with LeadIQ.

How many employees does RLJ Financial Services Inc. have currently?

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RLJ Financial Services Inc. has approximately 4 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are RLJ Financial Services Inc.'s key employees and leadership?

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As of October 2025, RLJ Financial Services Inc.'s key employees include:

  • Accountant: S. M.
  • Administrative Assistanta�a: H. J.
  • Administrative Assistant: M. K.
  • Teacher: R. P.

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