Cancel

    Open app

    Search

    Falcon Wealth Planning

    5.0 (1 review)
    Closed 9:00 am - 5:00 pm

    By appointment only

    Request information

    You can now request a consultation from this business directly from Yelp

    Services - Falcon Wealth Planning

    Investment management

    Estate planning

    Inheritance planning

    Falcon Wealth Planning Photos

    You might also consider

    Recommended Reviews - Falcon Wealth Planning

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration
    Photo of R R.
    0
    3
    1

    4 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    Ask the Community - Falcon Wealth Planning

    You might also consider

    Verify this business for free

    People searched for Investing 251 times last month within 15 miles of this business.

    Verify this business

    Team 800 - Team800

    Team 800

    (91 reviews)

    Where should I begin, for many years I felt so unhappy with my financial status. I had made some…read morereally poor financial choices that affected my credit score. Believe me, it took a lot of courage to pick up the phone and make that appointment. All I knew I needed some kind of outside expert to help me improve my credit score. After reading the reviews on Yelp I did not hesitate to called Brilliant Credit. I had a consultation with Crystal Mayoral. She was amazing!!! THANK you so much. She was so informative and caring. You could tell she really cares about the clients needs. I felt so comfortable and I understood. I also met with another representative from brilliant credit ( sorry I forgot her name) . She was very professional and informative as well. Thank you for your knowledge and expertise. I left brilliant credit feeling so hopeful, confident, and knowledgeable. I cannot wait for this journey to unfold. I know big changes are going to happen. I cannot wait. Thank you Brilliant credit!

    Extremely disappointed in the service. I've been using this company, specifically working with…read morecrystal, for 4 years now for my student loans. I've been calling for the past year trying to get my loans situated and I get no call back. Last week I finally got someone to answer they told me Crystal is not in but they will look at my account and find out what I need to put on my taxes. I told them it was urgent that I got the info that day since my accountant was working on my papers. The lady assured me she would call, leave a voicemessage, abs email me by the end of the day. A week later and not only did I not hear back from them but they are not answering any calls. I loved working with Crystal but the stress I've been under because of the company putting me on the back burner is not even worth it at this point. So sad I have to find another loan advisor.

    Andy Carlson- Edward Jones - Andy Carlson, Edward Jones Financial Advisor

    Andy Carlson- Edward Jones

    (14 reviews)

    Andy Carlson is an absolutely phenomenal advisor. He takes the extra time to stay resilient on my…read moreportfolio. When the market drops he's looking to balance my account in offering the best returns on my investments. Andy is diligent with sending reports and comments from Edward Jones, with points of view regarding market conditions. His Friday networking meeting is a great way in helping me to network my business. Andy's support team member Jennifer Clifton is fabulous, very helpful and delightful personality. This team is the real deal the whole package. I am so pleased to have my investments with Andy Carlson and Edward Jones you will be also. I highly encourage you to make an appointment right away you will be pleased you did.

    Andy has been excellent in his knowledgeable advise, communication and customer service. But what…read morehas made the difference to us is his friendly personable approach, honestly and being someone who truly cares about his clients and their family. After some bad past experiences and investments with other "advisors", and recent changes in our family financial situation, I was very reluctant to get the financial consulting I realize I needed. Nevertheless, I was strangely compelled to answer the man soliciting at my door on day (it could have been his adorable daughter who was joining him that day). I am glad I did, He took the time to understand our family financial goals and has worked hard to guide us on investing toward them. His new office is nice and the small things, like having a dedicated place for my daughters to sit and color while we talk, are just a reflection of the care and detail that he puts into his work and his clients.

    MGR Property Management - missing plants, empty holes in the front of my home

    MGR Property Management

    (129 reviews)

    MGR Property Management: Where Exceptional Customer Service is the Norm…read more MGR Property Management and their team is synonymous for reliable, attentive, and knowledgeable. Their staff should be praised for their exceptional service, responsiveness, and flexibility in addressing their needs. Annette is blessed with the skills to listen to concerns and take swift action to solve problems. We all appreciate her dedication and the hassle-free experience she provides. Her and her team at MGR are deserving of all recognition they receive for exceeding expectations, working after hours, and providing a personable experience that makes us residents feel valued. They have the expertise and friendly demeanor that creates a positive experience for all of us. Not to mention the open communication channels, email follow-ups, and clear updates throughout our interactions. We treuly appreciate it. We are at ease knowing our issues are being addressed. Annette sets a high standard for the industry. I only wish other property managers were just like her.

    MGR Property Management, formerly known as Whitestar Management, is by far the worst property…read moremanagement company I have ever dealt with. As a homeowner, I pay hundreds of dollars each month for their "management" and HOA services, yet I receive little to no support. I live a quiet life and simply expect my front yard to be maintained, as covered by the HOA fees. However, every time I submit a landscaping request, it gets ignored, closed without resolution, or met with vague responses that offer no real assistance. For example, the front of my home has had dead plants for nearly a year. (12 months) The landscapers removed them but never replaced them, leaving empty holes in my yard. The irrigation system is also faulty--some nozzles don't work, others barely drip water, and some are completely blocked by rocks. Despite multiple requests, nothing has been done. I have never missed or been late on an HOA payment, yet my simple requests for basic maintenance go unanswered. In the four years I have owned this home, the community has gone through at least five different property managers, which speaks volumes about the turnover and lack of consistency. I strongly advise against working with this company! Save your money and choose a management company that actually supports its homeowners and takes their concerns seriously. _______________________________________________________________________________ I have already communicated with the Director multiple times via email and phone, as well as with several individuals from the company, including the community manager and assistant community manager. Unfortunately, no resolution, assistance, or support has been provided. The only request I am making is for the missing plants in front of my home to be replaced, as outlined in the bylaws and CCRs (Exhibit C, Section 1.7), which state that the Association is responsible for maintaining front yards, including landscaping. My request has always been simple and remains the same. I am readily available by phone or email, yet no one has made an effort to provide homeowner support or reach out to resolve this matter.

    Falcon Wealth Planning - investing - Updated July 2026

    Loading...
    Loading...
    Loading...