Wallace Advisory Group - Lafayette, California

Wallace Advisory Group is a reputable financial consultancy firm based in Lafayette, California. They are located at 3658 Mount Diablo Blvd Ste 225, Lafayette, CA 94549, United States and can be reached via phone at 9252846880. Their website is wallaceadvisory.com.

Wallace Advisory Group specializes in financial consultancy, financial planning, investment services, and life insurance agency. Some noteworthy features of this business include wheelchair-accessible parking, entrance, and toilet facilities, and appointments are recommended.

The company has earned a strong reputation, as evidenced by its high average rating of 5/5 based on 3 reviews on Google My Business. Clients commend the firm for being helpful, responsive, and knowledgeable. One satisfied customer noted, 'Wallace Advisory Group always is helpful and responsive. As a self-employed professional, they have helped me choose the best way to invest and save for my retirement and near future. They have always been responsive and taken the time to answer all my questions. If I could give higher than 5 stars, I would'

👍 Reviews of Wallace Advisory Group

Michaela L.

5/5

Wallace Advisory Group always is helpful and responsive. As a self employed professional they have helped me choose the best way to invest and save for my retirement and near future. They have always been responsive and taken the time to answer all my questions. If I could give higher than 5 stars, I would!

Drew F.

5/5

I started working with Joe at Wallace Advisory in June 2020. First and foremost, I like him and I trust him. There is no salesy BS anywhere near the place. Straightforward, solid information and advising. If they don't have the answers immediately, they get back to me with the information in a prompt manner. It's a good place to have my retirement and planning and I recommend them all the time.

DJ T.

5/5