I had met with John Newell while still working and was impressed with his honesty and he listened to my concerns. Upon retiring I reached out to John to discuss getting on board with Talon Wealth Management. I had two years to think about our conversation and liked what I heard. When I signed up we were faced with a recent election which we discussed and positioned to do well and just after the election I put my trust in John in making more aggressive changes than I would normally be accustomed to and we continue to do well. My wife and I have been very happy with the results of the performance of our investments with Talon Wealth Management. if you are curious take them up on their offer to review your investment performance and make your own decision. read more

I scheduled a consultation with John Newell and had a follow up appointment in which he gave me great insight and education on how my wealth would be managed if I chose to go with their company after retirement. I will be choosing Talon Wealth when that time comes. read more

Matt was very attentive during our call ediscussing a wide range of questions I had over many retirement subjects. He was an outstanding listener and made sure to clarify his understanding of my questions before providing guidance. This was not your 'normal' sales type encounter. My wife and I were quite pleased with that session. read more

It was very informative. John did an analysis of the information I provided and then he explained how my portfolio had been preforming over the past 10 years. And also explained to me how he could help me accomplish my goals for retirement. He explained everything that made it easy for me to understand. I look forward to working with him. I would highly recommend the Talon Wealth Agency. read more

They are a bunch of con artist. Guarding Your Nest Egg made money for them, not me. they lied to me about my investment and only refunded part of the fee. They charged me Mike Lester said I will get by one percent fee back , but I didn't get it. read more

Very professional. Great presentation of what I presently have in my portfolio and opportunities to meet my goals. Learned a lot.

The Saturday morning radio show is what first got me interested. I made an appointment and met with them. They explain everything clearly, in a way that is totally understandable. My financial future is important to me. I am very comfortable with them and trust them completely. A couple other companies left me feeling less than happy with the way they would handle my retirement finances. I highly recommend Talon to everyone and have been telling everyone i know about them. read more

I made a huge mistake in trusting this investment firm. They said they would automatically put in bonds/cash if the market was to tank -- Since they don't ever reach out to their clients for wellness check, I went to their office and asked the financial advisor to move me to something more safer - they recommended bonds; they didn't move it as discussed = cost me $20K. Said they needed a form signed, which I did-in their office. But somehow all of this is my fault. They finally moved me into bonds and it cost about $800 in fees. Within a month they then moved me into cash, without a signed form. sound suspicious to me!! Don't trust them! read more

I entered into an agreement with Talon Wealth Mgt to manage my portfolio investments about 3 years ago, after I lost money in previous stock crashes. I was "gun shy" but their radio broadcast seemed trustworthy. Long story short, I signed up and transferred all my money to Fidelity under their "care". Although the individuals I spoke to were nice and responded to my calls (mostly the secretaries or office managers), I never got "checking in on you" calls from my advisor, J. Newell. He was professional and would call me when I initiated or would respond to my texts but it was always the same response when I'd ask what I should do and why my portfolio was LOSING money when the markets were up. His basic response" "you're invested for the long term. I promise you we'll make you money". This was the general response from him just about every time. We met several times during those years and he would explain the markets, COVID, etc. But they traded my accounts often and generated regular fees for themselves but my portfolio was always declining. Even in the last year of management (up through last week) , when the markets were doing quite well, I was in the negative. I don't have to pretend, my records show it. I'd get all of these regular activity statements (i.e., you bought... you sold...), but I was constantly losing money. 3 years and nothing to show for it. I finally cancelled my agreement with them and am going elsewhere. Don't trust these folks' "talent". It'll cost you on your taxes and it will cost you in your portfolio value. All that activity for 3 years and I was in the negative! How is that even possible in this market!!! BTW, my other portfolio with another group was up 30% last year. read more