5 /5 Jonathan Richardson: Emily was helpful and knew exactly what she was doing to help me.
5 /5 Lynn Martin: Very experience, dependable and reliable. I have been working with them for years and I am very happy with their accounting, computer and technology know how and knowledge.
Bill Shervey I moved my portfolio over to Talon Wealth Management and could not be happier. The financial model is designed to reap the benefits of upward trending markets at minimum risk as well as making appropriate adjustments in downward turns. My assigned advisor is extremely knowledgeable and has fantastic communication skills. Having my portfolio actively managed under the umbrella of Talon Wealth Management gives me considerable peace of mine.
Zaquiesia Joseph I love the staff here. Ms. Helen was ABSOLUTELY AMAZING!!! She has the best customer care and is very knowledgeable. She goes up and above to help out in any way she can!
Hunter Moran I would definitely call summer if you have any needs she is very helpful and will definitely take care of you. I have been a long time customer and havent had any issues.
Emily Vogler Ethan has been so attentive during the past 3 years of having an account with him! You can tell he truly cares about his work and his clients! Definitely recommend!