Cancel

    Open app

    Search

    Talon Wealth

    3.1 (25 reviews)
    Open 9:00 am - 4:00 pm
    Updated 2 months ago

    Services - Talon Wealth

    Insurance planning

    Investment management

    Talon Wealth Photos

    You might also consider

    Recommended Reviews - Talon Wealth

    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

    1 year ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 2

    1 year ago

    Helpful 6
    Thanks 2
    Love this 0
    Oh no 0
    Photo of Hai W.
    2
    24
    53

    2 years ago

    Helpful 5
    Thanks 0
    Love this 0
    Oh no 0

    9 months ago

    Always on top of market situations. Always available for questions. Quick reaction to requests.

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    2 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    1 year ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    1 year ago

    Helpful 0
    Thanks 0
    Love this 1
    Oh no 0

    2 years ago

    Helpful 6
    Thanks 0
    Love this 1
    Oh no 0

    2 years ago

    Helpful 9
    Thanks 0
    Love this 1
    Oh no 3

    2 years ago

    Helpful 5
    Thanks 0
    Love this 1
    Oh no 1

    4 years ago

    Helpful 6
    Thanks 0
    Love this 2
    Oh no 0

    3 years ago

    Helpful 5
    Thanks 1
    Love this 2
    Oh no 0

    6 years ago

    Business owner information

    Photo of Mike L.

    Mike L.

    Helpful 8
    Thanks 1
    Love this 2
    Oh no 1

    7 years ago

    Helpful 6
    Thanks 0
    Love this 2
    Oh no 0

    7 years ago

    Helpful 1
    Thanks 0
    Love this 2
    Oh no 0

    7 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 1

    6 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    6 years ago

    Horrible experience! Shelled out lots of money to lose mass amounts of money!!! Do no use Mike Lester!!!

    Business owner information

    Photo of Mike L.

    Mike L.

    Helpful 8
    Thanks 1
    Love this 4
    Oh no 1
    Photo of Matt J.
    186
    18
    113

    8 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    9 years ago

    Helpful 4
    Thanks 0
    Love this 0
    Oh no 0

    7 years ago

    Business owner information

    Photo of Mike L.

    Mike L.

    Helpful 7
    Thanks 1
    Love this 1
    Oh no 2

    9 years ago

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 0

    6 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    6 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    8 years ago

    Helpful 1
    Thanks 0
    Love this 1
    Oh no 0

    Ask the Community - Talon Wealth

    Review Highlights - Talon Wealth

    I scheduled the consultation, and met Mike in the Jacksonville office.

    Mentioned in 6 reviews

    Read more highlights

    You might also consider

    Carpenter Morse Group

    Carpenter Morse Group

    (1 review)

    Wekiva Springs

    Terrible experience with Carpenter Morse Group. I met with these folks at the recommendation of my…read morefinancial advisers, whom I trusted. The first question I asked, which I made very clear, was if their 401k plan integrated with my payroll provider. I was assured that they did, as they were the largest 401k provider and blah blah blah. Relying on this assurance, we signed up and our team spent a number of hours trying to get everything set up. Only later on did they tell me that no, they do not integrate with my payroll provider and I would have to manually enter all the 401k information in every payroll. I decided to go with a provider who actually integrated with my payroll provider--as I made this clear was my #1 requirement. I was a little irked that they wasted my team's valuable time, but I let it go. Things happen. Many months later, the owner of this company sent me invoices for building a plan. I reminded him that my agreement was predicated on integrating with my payroll provider. He became very rude and now wants to charge me for wasting my time. If they they had told me in the first place that they did not integrate with my payroll provider, then nobody's time would have been wasted. It's as simple as that. I cannot believe they have the audacity to come after us when it was their mistake that caused us to be here in the first place. I wish I could get all of my team's time back working on something that they knew or should have known would never work out... but I cannot. They want us to pay for their mistakes. Poor customer service!

    Talon Wealth - financialadvising - Updated May 2026

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