

Wallace Investments
- Loading
Service
It’s free with no obligation to hire
Overview
Hired 8 times
License verified
Background checked
9 employees
34 years in business
Payment methods
Cash, Check, Credit card, Paypal, Square cash app, Venmo
Social media
Photos and Videos
10 photos and 1 video
Reviews
6 reviews
- Bella C.
Personal Financial Planning
Would definitely recommend him. He is professional and very attentive. Knowledgeable and experienced and takes whatever time needed to help.
Dec 2, 2020Verified - Crystal A.
Personal Financial Planning
Mike's response to my inquiry was super speedy and I contacted him on a Saturday. He took the time (approx and hour) to tell me everything we would need to do to begin reaching our goals. We have not signed on with his firm yet but his patience, knowledge and services offered is going to make our decision quite easy.
Oct 28, 2019Verified - Michael R.
It was absolutely refreshing to have a company and a mna who rgoes the extra mile for his clients. Michael is always available for help and works extremely hard to find the financial solutions that suit each individual client. Michael is also very aggressive in researching all of the financial changes that occur day to day providing solid & factual information which is vital for his clients futures. He is a one of a kind professional that I certainly would recommend to anyone that is looking for help and guidance in these uncertain times.
Mar 8, 2019 - Angele M.
Michael is very knowledgable with finances especially when it comes to real estate investments. He is a savvy, outside the box thinker and has only the best interests in mind for his clients. I would happily refer him to others.
Nov 24, 2015 - Baaba K.
Personal Financial Planning
Great advice!
Aug 21, 2019Verified
Credentials
License Type: Investment Adviser Firm (NY)
Kelley Wallace
FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?Initial Free consultation
- What is your typical process for working with a new customer?First we do a Financial Plan and review then we give our recommendations.
- What education and/or training do you have that relates to your work?I'm Licensed and educated as an Investment Advisor, Real Estate Broker and Insurance Broker. I'm A real Estate Investor and have taught seminars in Real Estate investing in Spanish and English