Wallace Advisory Group
Business details
- Category
- Financial Services · Financial consultant, Financial planner, Investment service
- Address
- 3658 Mount Diablo Blvd Ste 225, Lafayette, CA 94549
- Phone
- (925) 284-6880
- Website
- wallaceadvisory.com
- County
- Contra Costa County
Hours
- Monday: 9 AM–4 PM
- Tuesday: 9 AM–4 PM
- Wednesday: 9 AM–4 PM
- Thursday: 9 AM–4 PM
- Friday: 9 AM–4 PM
- Saturday: Closed
- Sunday: Closed
About
At Wallace Advisory Group, we help individuals and self-employed professionals across Lafayette and the East Bay plan, invest and save for retirement with confidence. We offer financial planning, investment guidance and life insurance advice, tailored to where each client is today and where they want to be.
Our approach is straightforward: we explain our recommendations clearly, answer every question thoroughly and never use high-pressure sales tactics. Clients value that we stay responsive, following up promptly whenever they need more information.
Whether you are planning for your near future or your retirement years, we are glad to talk through your options.
Contact us by phone or stop by our office to start the conversation, and visit our website to learn more.
Our approach is straightforward: we explain our recommendations clearly, answer every question thoroughly and never use high-pressure sales tactics. Clients value that we stay responsive, following up promptly whenever they need more information.
Whether you are planning for your near future or your retirement years, we are glad to talk through your options.
Contact us by phone or stop by our office to start the conversation, and visit our website to learn more.