At Wallach & Company, Inc., we understand that individuals face unique challenges as they prepare for retirement. That's why we're dedicated to providing personalized financial services to help you achieve your long-term goals. Our team of experienced professionals has years of experience in financial services, and we're committed to taking the mystery out of preparing for today and tomorrow.
Our Services
Our services are designed to help you address your needs of today and for many years to come. We offer a range of solutions to help you:
- Build wealth through smart investment strategies
- Protect your family and preserve your assets
- Prepare for a secure retirement
- Maximize your Social Security benefits
- Plan for the unexpected, such as disability or long-term care
Annuities and Retirement Planning
We understand that annuities play a critical role in many retirement plans. Whether you're seeking a steady income stream or a guaranteed return on investment, our team can help you explore your annuity options. We'll work with you to understand your goals and create a personalized plan to help you achieve them.
Insurance and Risk Management
We believe that insurance is an essential component of a comprehensive financial plan. Our team can help you navigate the complex world of insurance to find the right policies for your needs. From disability income insurance to long-term care insurance, we'll help you protect your financial well-being.
Tax Planning and Estate Management
At Wallach & Company, Inc., we know that taxes and estate planning are critical components of your overall financial plan. Our team can help you navigate the complexities of tax law and create a customized estate plan that ensures the future of your assets.
Why Choose Us?
At Wallach & Company, Inc., we're committed to delivering personalized service and expert guidance to help you achieve your financial goals. With years of experience in the financial services industry, our team is dedicated to helping you:
- Create a clear plan for your financial future
- Make informed investment decisions
- Protect your loved ones and assets
- Achieve a secure and fulfilling retirement
Contact Us Today
To learn more about how Wallach & Company, Inc. can help you achieve your financial goals, please call (704) 945-7173. We look forward to working with you.
Unprofessionalism and Disrespect
The reviewers had a dismal experience with this company, citing numerous instances of unprofessionalism and disrespect. From being left waiting for an extended period without updates, to presenters being late and rude, the company failed to demonstrate any regard for people's time or courtesy.
Tardiness and Lack of Communication
Several reviewers mentioned being left waiting for an extended period, with no phone calls or updates to provide information on the delay. This lack of communication led to frustration and a sense of disrespect.
Rude and Unprofessional Staff
The reviewers also took issue with the company's staff, particularly the recruiter Norma Jean Rector and Kristin, who were described as rude and unprofessional.
Impact on Business
The company's lack of regard for people's time has a significant impact on business, as reviewers felt that their time was wasted and that they were unable to attend the appointment as scheduled.
Outcome
Unsurprisingly, the reviewers were extremely dissatisfied with their experience and gave the company the lowest rating possible.
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