Talon Wealth - The Villages, Florida

Talon Wealth is a highly regarded financial planning and investment firm located at 11974 Co Rd 101 #103, The Villages, FL 32162. With a phone number of 7513200 and a website at talonwm.com, they offer a wide range of financial services including financial planning, consulting, investment management, and tax consulting. Their specialties are clearly highlighted on their website.

Specialties: Financial planner, Financial consultant, Investment service, Tax consultant.

In addition to their core services, Talon Wealth provides several conveniences to their clients. They offer online appointment scheduling, onsite services at their office, language assistance for non-English speakers, and have wheelchair accessible facilities including parking, entrance, and restrooms. Free parking is available in their lot.

Other points of interest: Online appointments, Onsite services, Language assistance, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended, Free parking lot.

Talon Wealth has garnered a total of 3 reviews on Google My Business, with an average rating of 3.7/5 stars from those who have utilized their services. These reviews provide valuable insight into the quality of their work and customer satisfaction levels.

Opinions: This company has 3 reviews on Google My Business.

Average opinion: 3.7/5.

About Talon Wealth

Address

11974 Co Rd 101 #103, The Villages, FL 32162

Phone

7513200

Website

talonwm.com

Specialties

Financial planner, Financial consultant, Investment service, Tax consultant.

Other points of interest

Online appointments, Onsite services, Language assistance, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended, Free parking lot.

Reviews

3 reviews on Google My Business, average rating of 3.7/5 stars.

👍 Reviews of Talon Wealth

Cheryl C.

1/5

They take the same advertising approach as FISHER investments. They choose to disparage fixed annuities for retirees stating that they are complicated and pay high commissions to agents etc. All while they put you into stocks and mutual funds that pay them HUGE fees and DO NOT protect your portfolio. They make money whether your accounts go up or down. They are going to charge you 1-1.5% of your total portfolio value each year... WHAT does that equal over 10 years?!!! 10-15% of your total portfolio, while at the same time a fixed annuity is going to pay an agent 6-7% one time fee for writing an annuity and get this - the fee an agent gets paid is out of the companies general funds and NOT out of your own account value. Don't be deceived by these people. Talon Fiduciaries hahaha-----in reality they are salespeople folks!!!

Grover S.

5/5

While all investments took a hit in 2020, Talon Wealth Management minimized the impact to my investments. By the end of the year they had rebuilt the value to nearly the same as it was before the sell off. Talon is very good at communicating market performance and their trading intentions. The decision to go with Talon has been the right one for me.

Lexey P.

5/5