Rick C.
8/19/2025
Always on top of market situations. Always available for questions. Quick reaction to requests.
Talon Wealth
Closed
(25)
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781 Ciara Creek Cv Ste 3
Longwood, FL 32750
Talon Wealth is an independent financial advisor located in Longwood, FL, dedicated to providing fiduciary services to individuals approaching retirement. Specializing in financial planning and investing, Talon Wealth offers comprehensive retirement planning services to ensure a secure financial future.
With a focus on portfolio risk analysis, Talon Wealth conducts thorough assessments to identify areas of high risk and inefficiency within your investment portfolio. Additionally, the team at Talon Wealth offers complimentary stress tests for annuities, addressing any skepticism surrounding promised returns.
Recognizing that financial well-being encompasses more than just wealth protection, Talon Wealth takes a holistic approach to understanding your unique goals and needs. By building a tailored strategy aligned with your priorities, Talon Wealth aims to help you enjoy your life now while providing for your loved ones both today and in the future.
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Reviews
3.025 reviewsSteve R.
6/3/2025
Beware - I strongly advise you to steer clear of this company. When my job was being relocated to another state, I decided not to move and began focusing more closely on my IRA. I had already...
Hai W.
11/3/2024
I am dissappointed because Talon Wealth Management did not isclosed their Rate of Return on their website. If they have confidence managing clients' valuable money, they should disclose their...
Robert G.
12/13/2024
Ben Kochera has been our financial planner for many years. The Team at Talon Wealth Management are the most professional organization that we have worked with in over 35 years. I would highly...
Cory B.
10/31/2024
Five stars for a great prospective client experience. The team was very responsive, patient, and transparent in explaining the different options and services they offered. The atmosphere was...
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