Town Square Consulting LLC

Jan 2025

Jake Wallace is an exceptional financial advisor who truly goes above and beyond for his clients. His extensive knowledge and expertise are evident in every interaction, and he takes the time to understand your unique needs and goals. As a local advisor, he’s always accessible and genuinely cares about helping his clients succeed! Highly recommend Jake for anyone seeking trustworthy and personalized financial guidance!

Nov 2024

I've had the pleasure of knowing Jake for two years, and I can confidently say he brings a level of integrity and professionalism that is truly exceptional. As a Certified Financial Planner, Jake takes his fiduciary responsibility very seriously, always prioritizing his clients' best interests. He is incredibly hardworking and detail-oriented, ensuring he thoroughly understands his clients’ needs and goals.
He has a natural ability to make complex financial topics easy to understand, and he communicates clearly and effectively, ensuring his clients feel supported every step of the way. What really stands out about Jake is his honesty and commitment to doing what’s...read full review

Oct 2019

I have worked with Town Square Consulting for a long time and highly recommend them. They have been extremely attentive to me and my financial goals. The guidance I have received from has been great and i'm glad I partnered with them.