Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Lakeland, FL area, Jeffery Wallace will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Who is Jeffery Wallace and what services does he offer?
Jeffery Wallace is a financial advisor at Ameriprise Financial Services in Lakeland, FL, offering services including insurance, tax planning strategies, investments, retirement planning, estate planning, and small business financial guidance.
Where is Jeffery Wallace’s office located?
Jeffery Wallace’s office is located at 4927 Southfork Dr, Lakeland, FL 33813, US.
How can I contact Jeffery Wallace for a consultation?
You can contact Jeffery Wallace via phone at +1 863-688-6863 or email at jeffery.2.wallace@ampf.com. Online appointments can be booked through his contact page at https://www.ameripriseadvisors.com/jeffery.2.wallace/contact.
Does Jeffery Wallace offer online and onsite services?
Yes, Jeffery Wallace provides both online appointments and onsite financial advisory services.
What professional associations is Jeffery Wallace affiliated with?
Jeffery Wallace is affiliated with CFP (Certified Financial Planner) and ChFC (Chartered Financial Consultant) associations.
What languages does Jeffery Wallace speak?
Jeffery Wallace communicates in English.
How can the nearby Allied Wealth Advisors assist me alongside Jeffery Wallace's services?
Allied Wealth Advisors, located near Jeffery Wallace's office, is part of Ameriprise Financial Services and can provide additional financial planning and investment services, making it convenient for clients seeking comprehensive financial advice in one area.
Are there any legal services near Jeffery Wallace to help with estate planning?
Yes, Craig A Mundy PA and DeZayas Law Group nearby specialize in estate planning law and legal services, which can complement Jeffery Wallace’s retirement and estate planning strategies.
What wellness or self-care options are available near Jeffery Wallace's office?
Nearby wellness options include Massage By Laurel, Bella Esthetics, The Premier Salon & Spa, and TrueMedSpa, offering massage, spa treatments, and beauty services for clients visiting the area.
How can I verify Jeffery Wallace’s professional credentials?
You can verify Jeffery Wallace’s credentials by visiting FINRA’s BrokerCheck website as indicated in his featured message description.