Gary F. Wallace
Gary has been in the financial services business for more than 35 years, and is a specialist in executive fringe benefit programs and estate planning, as well as asset allocation and retirement planning. A thorough knowledge of the marketplace, coupled with in-depth analyses of clients’ current economic conditions and future goals, enables Gary to help provide clients with effective financial programs. He has designed 401K, profit sharing and corporate pension and retirement plans to help his clients prepare for future life events, such as retirement and college. Gary graduated Magna Cum Laude with a Bachelor of Science degree from Plymouth State College. He and his wife Karen live in Bedford, and have three children.