26641 Southfield Road, Southfield, MI 48076

248-864-8590
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About Our Firm

At Wallace Financial, we’re passionate about helping our clients avoid unnecessary risk with their hard-earned retirement assets. Our mission is to genuinely listen, educate and provide you with truly personalized and innovative financial strategies that bring you greater clarity and confidence in your retirement years.

Our business philosophy is based on balance. We work hard to understand your vision for the future and develop a clear, easy-to-understand plan to help get you there. We educate you on the long-term impact of the choices you are making today, and we help you strategize for the future.

Serving greater Detroit and the surrounding areas, our firm specializes in the following financial products and services: retirement income strategies, annuities, life insurance, asset protection, tax minimization strategies and long-term care planning.

Finding Your Fit

Since 1998, Wallace Financial has been working with friends and neighbors throughout the greater Detroit area to help meet their financial goals through the use of insurance products. We are an insurance agency rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

Client Centered

Market fluctuations and economic uncertainty can present challenges for your financial strategy, and it may take more than just market performance to provide you the confidence you deserve for your financial future. That’s why we are committed to earning your trust, thoroughly understanding your goals and dreams, and helping keep you on the path to financial security utilizing insurance products. With Wallace Financial, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make suitable recommendations, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family, and confidence in your financial future.

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