Introduction: In 2019 Wallace Investments has been honored by being named on the front cover of "THE TOP 100 PEOPLE IN FINANCE"
Welcome to Wallace Investments, for more than 32 years, Wallace Investments has specialized in providing our clients a higher income from their 401k, IRA and other investment accounts by using our proprietary investing approach which has consistently outperformed most hedge funds as reported by Barclays hedge fund report …”see our 2018 financial report” Since we are fully Licensed Tax Accountants we can help our clients file their tax returns using our innovative tax strategies to save thousands of dollars. In addition Wallace Investments is a full service business consulting firm. From feasibility studies to business plans, arranging of financing, financial due diligence to mergers and acquisitions we are number one in our field. K. Michael is also an active Real Estate investor and teaches classes on how to buy Real Estate "no money down and no credit and gives weekly seninars in Spanish and English on this subject. The first step that our clients take with Wallace Investments is to fill out our “Financial Planning Questionnaire” so we can determine the best way for your money to be invested which will give you the highest return with the least risk…Wallace Investments has served as a trusted partner of individuals and families wishing to protect and grow their assets. We pride ourselves on our individualized approach to helping individuals and families with Financial Planning with a focus on Income Replacement, Mortgage Protection, College Education Funding, Retirement Planning, Investments and Asset management as well as our commitment to putting our clients’ interests first and foremost.
New York Financial Advisor #CRD300335
NYS Lic. Tax Return Preparer
New York Derivatives License NASD
New York Life/Annuity Insurance Broker License #1079093
New York Real Estate Broker License #10351213134
New York Real Estate Instructor License NYS Approved
Surety Bond #61834193
Errors & Omissions Insurance #596427449
$1,000,000.00 Liability Insurance #1056645
