Sally E. Wallace - Investment Consultant
To set up a time to meet with Sally
and discuss your financial goals,
call her at 410-398-7535 or e-mail her
Sally Wallace at swallace@cecilbank.com
Reaching your financial goals and being prepared for major financial events in your life, such as purchasing a home, refinancing a college education, and saving for retirement, requires the right investment strategy. A knowledgeable financial investment professional is in the best position to help you determine what that strategy should be. By taking time to get to know your financial needs and plans for the future, we can customize an investment plan to meet your goals.
We recognize that in today's complex financial world, a variety of products and services is required to tailor an investment plan which will fit your needs. We offer access to all the tools needed to build an effective investment plan including: Mutual Funds, Stocks, Tax Free Municipal Bonds, IRA and 401K Rollovers, Tax Deferred Annuities, and Low Cost Term Life Insurance.
