Talon Wealth Management - Folsom, California

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 620 Coolidge Dr #220, Folsom, CA 95630.
Phone: 69258900.
Website: talonwm.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 15 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Talon Wealth Management

☎️69258900

⏰ Open Hours of Talon Wealth Management

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

Discover Talon Wealth Management: Your Path to Financial Security

Located at 620 Coolidge Dr #220, Folsom, CA 95630, Talon Wealth Management stands out as a premier financial planning service provider. With a dedicated team ready to assist, this firm offers comprehensive financial planning services under the guidance of financial planners like Bryan, who specialize in ensuring your financial goals are met with clarity and confidence.

Accessibility and Facilities

Talon Wealth Management prides itself on being fully wheelchair accessible, ensuring that everyone can enjoy the convenience of their services without barriers. The establishment boasts a wheelchair accessible entrance, ample wheelchair accessible parking lot, and a fully accessible restroom. These thoughtful amenities make it easy for clients to visit whenever they need expert advice on managing their finances.

Expertise and Customer Satisfaction

With an impressive average opinion of 5/5 on Google My Business, Talon Wealth Management has solidified its reputation for excellence. Reviews highlight the firm's ability to offer a wonderful assessment of one's financial situation, providing clarity where confusion once reigned. Clients appreciate the personalized approach, particularly the communication skills of their financial advisors, who expertly explain even the most complex investment strategies, ensuring that every client feels informed and in control of their financial future.

Recommending a Consultation

For anyone seeking professional guidance on their financial journey, appointments are highly recommended. Talon's team is well-equipped to help navigate the complexities of the financial market, providing proactive investment strategies and safeguarding your financial future. Given the glowing feedback from their clients, it's clear that choosing Talon Wealth Management could be a pivotal step towards financial peace of mind.

Getting Started with Talon Wealth Management

To explore how Talon Wealth Management can benefit you, it's advisable to start by visiting their website at talonwm.com. Here, you'll find more detailed information about their services, investment philosophies, and the team behind the success. For those who prefer a face-to-face interaction, scheduling an appointment through their website is a straightforward process that can set the stage for a transformative financial experience.

👍 Reviews of Talon Wealth Management

Talon Wealth Management - Folsom, California

David D.

5/5

The professionals at Talon provided a wonderful assessment of our financial outlook and the possibilities for the future. It was time for me to stop trying to guess the market and let the pros take over. They are actively investing for and protecting our future. Bryan is great at communicating and explaining the complex processes Talon deploys for our portfolio.

Arnie W.

5/5

Tallon Wealth has been really great for my wife and I. She was very skeptical when we first sat down with them but they answered all of our questions and put us at ease. Leaving their office felt like a weight was lift off of our shoulders. We felt confident moving forward with them and retirement. Thanks to Bryan Bentley for taking his time with us.

Arnie Wentworth

Maria V.

5/5

I’d like to say thank you so much to Bryan for listening to my needs. He is so patient and knowledgeable. I’ve switched over to Talon Wealth for their integrity and I feel safe knowing they are handling my affairs. Thanks again

Jeanne P.

5/5

Bryan is excellent to work with and it is refreshing to find someone very knowledgeable, excellent in his field, yet continues to put his client's needs first. He is a credit to the Talon team and their philosophy to be a true fiduciary.

Catherine F.

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.

Mike F.

5/5

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

Greg D.

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!

Gary A.

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.”