Town Square Wealth Management & Consulting LLC - Fairhope, Alabama

Denny H.

I've had the pleasure of knowing Jake for two years, and I can confidently say he brings a level of integrity and professionalism that is truly exceptional. As a Certified Financial Planner, Jake takes his fiduciary responsibility very seriously, always prioritizing his clients' best interests. He is incredibly hardworking and detail-oriented, ensuring he thoroughly understands his clients’ needs and goals.
He has a natural ability to make complex financial topics easy to understand, and he communicates clearly and effectively, ensuring his clients feel supported every step of the way. What really stands out about Jake is his honesty and commitment to doing what’s best for his clients. He’s someone who genuinely cares about helping people secure their financial futures and approaches his work with sincerity and dedication. If you're looking for a certified financial planner who is trustworthy, knowledgeable, and genuinely easy to work with, I highly recommend Jake!

Brandon N. R.

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!

Christy R.

I've known Robert Fields for over 20 years. He has always been a person of excellence and high integrity. He cares about people and sets high standards for himself and others he’s around. He's very knowledgeable about investing, insurance, and retirement planning. I highly recommend him to anyone looking for someone they can trust. His character is unmatched.

J. S.

After many years of worrying over my future finances, I can now rest easy knowing I have Rob Fields' expertise and sincere concern guiding me in the right direction with making financial decisions. His up-to-date and current knowledge keeps me informed at all times with what I may need to be aware of and allows me the ability to make a secure financial move in the right direction.

Alexandra A.

I've been working with Rob for a little over a year. He is very knowledgeable, prompt, straightforward, and easy to work with. If I have questions, he answers them within hours. He has helped me organize my life and make sure that I look to the future with my planning. Most importantly, I trust him, and I would recommend him to anyone looking for the services he provides.

Danielle W.

I have really enjoyed working with this firm to manage my investments. I have always received personal attention and have felt free to ask questions. They clearly want you to understand their products so that you can make the best choice for your individual circumstances.

William T.