K. Michael Wallace | Wallace Investments

Finding guidance on Wallace Investments takes only a short trip to 14 Wall St on the 20th floor. The firm offers retirement planning, tax strategy and portfolio reviews, along with help structuring estate plans. Investors near the financial district can drop in for quick appointments to review long-term wealth growth paths.

Wall Street’s towers keep the office central without neighborhood distractions. A call ahead secures a slot; reach (917) 916-9545 in the morning to lock in a first meeting. Business owners also rely on the team for succession strategies when the time comes.

Walking in, you’ll spot the directory pointing to the 20th floor. See the map before heading down—it’s faster than circling the block for parking.