Town Square Wealth Management & Consulting LLC

Feb 2026

Jake Wallace and the team at Town Square are top notch. They care about their clients needs and goals and listen to what you say. If a problem or question ever arises they are quick with a response.

Feb 2026

I’ve known Jake for the past 5 years and can confidently say he is one of the most professional and dependable people I’ve worked with. Jake is extremely knowledgeable, accountable, and truly committed to helping his clients make smart financial decisions.
What stands out most is his integrity—he takes the time to explain things clearly, follows through on what he says, and treats every client relationship with care and respect. If you’re looking for a financial planner you can trust, I highly recommend Jake at Town Square Management & 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!