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Wallace Advisory GroupFinancial advisor in Lafayette, CA

Wallace Advisory Group is a financial advisor at 3658 Mount Diablo Blvd Ste 225, Lafayette, CA 94549, rated 5.0 from 3 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Lafayette, CA0 paid placements in any rankingHow we rank

Call (925) 284-6880Website ↗

Key facts

Key facts about Wallace Advisory Group
Address3658 Mount Diablo Blvd Ste 225, Lafayette, CA 94549Get directions
Phone(925) 284-6880
Websitewallaceadvisory.com
HoursMonday to Friday: 9 AM – 4 PM
Google rating5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Investment Advisorsadditional Google category

Service area

Serves Lafayette and 11 towns within 25 miles: Orinda, Walnut Creek, Moraga, Pleasant Hill, Alamo, Piedmont, Concord, Berkeley, Danville, Martinez and Albany.

Based in Lafayette, CAView on map

Opening hours

Opening hours for Wallace Advisory Group
DayHours
Monday9 AM – 4 PM
Tuesday9 AM – 4 PM
Wednesday9 AM – 4 PM
Thursday9 AM – 4 PM
Friday9 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Wallace Advisory Group

What are Wallace Advisory Group’s hours?

Wallace Advisory Group is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Wallace Advisory Group serve?

Serves Lafayette and 11 towns within 25 miles: Orinda, Walnut Creek, Moraga, Pleasant Hill, Alamo, Piedmont, Concord, Berkeley, Danville, Martinez and Albany. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Wallace Advisory Group?

Wallace Advisory Group has a rating of 5.0 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Wallace Advisory Group?

Call Wallace Advisory Group on (925) 284-6880. The business is at 3658 Mount Diablo Blvd Ste 225, Lafayette, CA 94549. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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