WALLACE INVESTMENTS

www.wallaceinvestment.com

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” K. Michael is also an active Real Estate investor and teaches classes on how to buy Real Estate "no money down and no credit. 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 to invest your money 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. FOR MORE INFO. CONTACT MICHAEL WALLACE AT 917-916-9545 New York Financial Advisor #CRD1705900 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 New York City Contractor License #2046871-DCA New York City Home Improvement Sales License #2027149-DCA New York Nassau County Contractor License #H0107160000-DCA New York Westchester County Contractor License #WC-29261-H16 Surety Bond #61834193 Errors & Omissions Insurance #596427449 $1,000,000.00 Liability Insurance #1056645 .

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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” K. Michael is also an active Real Estate investor and teaches classes on how to buy Real Estate "no money down and no credit. 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 to invest your money 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. FOR MORE INFO. CONTACT MICHAEL WALLACE AT 917-916-9545 New York Financial Advisor #CRD1705900 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 New York City Contractor License #2046871-DCA New York City Home Improvement Sales License #2027149-DCA New York Nassau County Contractor License #H0107160000-DCA New York Westchester County Contractor License #WC-29261-H16 Surety Bond #61834193 Errors & Omissions Insurance #596427449 $1,000,000.00 Liability Insurance #1056645 .

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New York

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City (Headquarters)

New York City

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Employees

1-10

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Founded

1987

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