Talon Wealth - The Villages, Florida

Address: 11974 Co Rd 101 #103, The Villages, FL 32162, United States.
Phone: 3527513200.
Website: talonwm.com
Specialties: Financial planner, Financial consultant, Investment service, Tax consultant.
Other points of interest: Online appointments, On-site services, Language assistance, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended, Free parking lot.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 3.7/5.

📌 Location of Talon Wealth

☎️3527513200

⏰ Open Hours of Talon Wealth

Monday: 9 AM–4 PM
Tuesday: 9 AM–4 PM
Wednesday: 9 AM–4 PM
Thursday: 9 AM–4 PM
Friday: 9 AM–4 PM
Saturday: Closed
Sunday: Closed

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👍 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