Wallace & Assoc Financial Svc 163 Manchester St Category: Financial Planning Consultants
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Company representatives
Phone: (603) 225-5605
Email: moc.oohay@8tsevniwd
Karen McGinnis, Executive Assistant to the Owner
Phone: (603) 225-5605
Email: moc.oohay@8tsevniwd
Denyce Wallace, Registered Financial Consultant
About Wallace & Assoc Financial Svc
Helping People Achieve Their Financial Goals for Three Generations.
Wallace & Associates has been helping people achieve their Financial Goals for over three generations. Our professional and conscientious firm is known as one of the best financial planning firms in the area. You can depend on our educated and caring staff to provide you with the depth of experience of a large company and the personal approach of a small one. From Retirement Planning and Estate Planning to Insurance and Investments, our goal is to simply help our clients make money or save money, usually both.
Products and Services
- Retirement Planning
- Investments
- Life, Disability and LTC Insurence
Opening Hours
We are open Monday through Friday . Evening appointments are available. We are licenced in many other states to accommodate clients who move to warmer climates for retirement.
- SundayCLOSED
- Monday9:00 AM to 5:00 PM
- Tuesday9:00 AM to 5:00 PM
- Wednesday9:00 AM to 5:00 PM
- Thursday9:00 AM to 5:00 PM
- Friday9:00 AM to 5:00 PM
- SaturdayCLOSED
Business categories
- Financial Consultant
- Insurance Consultants and Advisors
Location Type
Single Location
Revenue
$7,250,000 - $7,500,000
Employees
2 to 4
Years In Business
44
Rating
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