Wallace Financial - Northwestern Mutual

Wallace Financial - Northwestern Mutual Specializing in 3 major categories:
-Special Needs Planning
-Wealth Management
-Retirement Income
(1)

We’re excited to share this sneak peak of our new Wallace Financial office location, opening soon!
08/12/2026

We’re excited to share this sneak peak of our new Wallace Financial office location, opening soon!

This is the part of financial planning that no one really sees.It’s not just numbers, portfolios, or strategies.It’s peo...
04/11/2026

This is the part of financial planning that no one really sees.

It’s not just numbers, portfolios, or strategies.

It’s people. And their lives.

In one single week—

We had a client close a deal they’ve been working toward for 10 years.
We had a client lose someone they love.
We welcomed a new baby into one family.
And we had a client navigating a tough family situation behind the scenes.

Highs. Lows. Everything in between.

As financial planners, we don’t just “manage money.”
We carry the weight of these moments alongside the families we serve.

We celebrate when there’s something to celebrate.
And we sit in the hard moments when life hits harder than expected.

Because behind every account, every plan, every decision—
there’s a story.

And it matters.

If you’re navigating one of those seasons right now—good or bad—
and want someone in your corner who actually gets it…

Let’s talk.

The Wallace Financial Christmas Cards Are Headed Your Way! 🎄One of our favorite traditions each year is sending Christma...
12/09/2025

The Wallace Financial Christmas Cards Are Headed Your Way! 🎄

One of our favorite traditions each year is sending Christmas cards, and this year the kids were a big part of making it happen—helping us stuff envelopes, get them into the mailbox, and even praying over each one. ❤️

We’re so grateful for the families and community we get to serve. Wishing you and your loved ones a holiday season filled with peace, joy, and warmth.

— The Wallace Financial Family

12/01/2025

Term life insurance vs Whole life insurance. Which one is right for you?

Let’s talk.

☎️ 859-302-1223

💻 [email protected]

We’re grateful for our clients, our community, and the trust you place in us each day. Wishing you a warm, joyful holida...
11/27/2025

We’re grateful for our clients, our community, and the trust you place in us each day. Wishing you a warm, joyful holiday with the ones you love.

Address

330 E Main Street/Suite 300
Lexington, KY
40507

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

Website

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