BBB Accredited Business Profile

Wallace Financial

Wallace Financial

(248) 864-8590

Wallace Financial

37 years in business

Lathrup Vlg, MI 48076-4530
Fax Numbers
  • (248) 864-8594
Additional Email Addresses
BBB File Opened: 04/01/2014
Business Started: 01/01/1981
Business Incorporated: 10/26/2009 in MI
Type of Entity
Business Category
  • Financial Services
  • Insurance Agent
  • Life Insurance
  • Senior Insurance
  • Annuity
  • Disability Insurance
  • Insurance Consultant
  • Retirement Planning Services
  • Employee Benefits Insurance
  • Notary Public Seals

Products & Services
We only deal with A rated providers and carriers.
Service Area
We service the following area(s): MACOMB County, MI, OAKLAND County, MI, SAINT CLAIR County, MI, WAYNE County, MI
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB accredited business



Wallace Financial offers the following services:

Retirement Income Strategies

Asset Protection


Life Insurance

Tax Minimization Strategies

Long Term Care Solutions

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Business Profile

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Wallace Financial

Wallace Financial


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