Talon Wealth Management
781 Ciara Creek Cove, Longwood, FL 32750
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Talon Wealth Management is a leading finance institution located at 781 Ciara Creek Cove in Longwood, Florida, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. We offer a wide range of services including investment planning, retirement planning, estate planning, and more. At Talon Wealth Management, we pride ourselves on providing top-notch financial guidance and exceptional customer service to our clients. Contact us today to learn more about how we can help you secure your financial future.
Reviews
"My wife and I just had our first appointment with Talon Wealth Management. Our consultation was with Mr. Jim Bailey. He was very polite extremely knowledgeable and I with I had come to them earlier in this inflationary time. I gave Mr.Bailey 5 stars due to the easy way he spoke to us. I am not a financial genius but I understand common sense. He broke things down to me in a very common seneschal way. I look foreward to see what Talon Wealth Management has planned for my financial future. My next review will be in a couple years. Time will tell. So far I believe we are in good hands. Thank you Mike Lester , Jim Bailey was an excellent hire. Also thank you for sharing your experience with us on the radio weekly."
"Talen Wealth Management is excellent. Was told all his clients are in cash right now due to the unpredictable markets and it is wise to keep cash in fixed income until things settle down. Great and honest fiduciary."
"We contacted Talon Wealth, via their website, for a free financial analysis. Scheduling an appointment was very easy. For the initial appointment we were contacted by Jim Bailey. We had a very pleasant conversation over the phone. We sent him our financial information and a few days later was notified that the analysis was complete. We were able to met via the internet to discuss the results. Jim was once again very pleasant and explained the results in terms we can understand. It was a lot to absorb at 7 pm in the evening. Jim emailed us the results after the consultation. We would like to say that there was no pressure to join Talon Wealth. We will decide if we will join Talon Wealth or continue managing our own finances. We especially liked to hear that we have done a great job up until now with our finances. Perhaps we can do better with a fiduciary such as Talon Wealth. Perhaps."
"Talon Wealth Management is in a class of its own. While listening to the radio I heard a consultant from Talon Wealth Management speaking of retirement and things to consider in order to protect one's retirement and this prompted me to reach out to Talon Wealth find out more. My call was received and one of their staff (Steve) called us back at the scheduled time. Even though my wife and I are not at the stage to use their services as designed, Steve gave me a wealth of information regarding investing and helped me to understand what I should do to have a balanced portfolio. I definitely recommend them based on their courteous professionalism and knowledge."
"Amazing company, Talon Wealth has an extremely helpful and easy to understand investment management platform. Steve was very effective at simplifying and tailoring a personal strategy for me. He was very professional and generous in sharing his investment knowledge, expertise and strategies. I could not be happier. Thank you Talon Wealth!!! 6 Stars."
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