Talon Wealth Management - Folsom, California

Address: 620 Coolidge Dr #220, Folsom, CA 95630, United States.
Phone: 9169258900.
Website: talonwm.com.
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, Appointments recommended.
Opinions: This company has 11 reviews on Google My Business.
Average opinion: 5/5.

Location of Talon Wealth Management

Talon Wealth Management is a financial planning firm that can help you manage your money and plan for your financial future. They are located at Address: 620 Coolidge Dr #2

Reviews of Talon Wealth Management

Talon Wealth Management - Folsom, California
Catherine Fleming
5/5

I have been a client for 10yrs or more. I love the regular market updates and the personal service..not to forget the occasional social gatherings. They are excellent at managing my portfolio based on safety and yield.

Talon Wealth Management - Folsom, California
Mike Foisy
5/5

Bryan Bentley is a great guy. He's got my back financially and that makes me feel comfortable. Thanks for being there.

Talon Wealth Management - Folsom, California
Greg Dickerson
5/5

Great experience! I first heard of Talon Wealth on one of their morning talk shows on the local Sacramento radio station 93.1 and decided to call in to set up an appointment. I set up an in person meeting with Stacy Fusco to discuss my financial plan. Stacy was very professional and gave me some great advice on what direction to start working toward to build my retirement. In addition, Stacy helped me redirect some of my mom’s finances to gain 5% interest on her retirement savings that were collecting zero interest. This introductory meeting was at no cost to me and helped me gain some valuable insight toward future financial planning. Thank you Talon Wealth Management!

Talon Wealth Management - Folsom, California
Gary Ash
5/5

Secure and caring, trustworthy and delivers… this is what comes to mind since entrusting my retirement savings to Talon Wealth Builders. Bryan Bentley is personable and savvy when it comes to the questions of “what’s next.”

Talon Wealth Management - Folsom, California
Chris Gist
5/5

Stacy was well prepared to discuss my investments and accounts, and she was well informed on Talon Wealth direction and decisions about the economy and the markets.

Talon Wealth Management - Folsom, California
William Lichty
5/5

Stacy is wonderful, explained everything that I had concerns with and is a great asset to the organization, also she is friendly and happy

Talon Wealth Management - Folsom, California
bobby john
5/5

After providing Talon with some information, I received an analysis of my current portfolio. That analysis contained pie charts as well as detailed numerical data in a type of spreadsheet. i met with Talon staff, (phone and zoom) after receiving the analysis. What impressed me most of all was the customer service I received from Talon in response to my many questions - which led to actually Understanding in-depth the analysis. Highly recommend reaching out.

Talon Wealth Management - Folsom, California
Douglas Bolsover
5/5

Mike Lester and team are on top of their game. Providing individualized service and recommendations which provide peace of mind.

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