Tom C.
8/1/2025
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...
Talon Wealth
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109 Nature Walk Pkwy Unit 102
Saint Augustine, FL 32092
Talon Wealth is an independent financial advisor focused on assisting individuals nearing or in retirement with financial planning and investment services. Their team specializes in providing comprehensive retirement planning services tailored to each client's unique needs and goals. Whether you need a detailed financial plan for retirement, a portfolio risk analysis, or an investment review, Talon Wealth is dedicated to helping you make informed decisions.
With a commitment to understanding the individual financial aspirations of each client, Talon Wealth aims to develop a holistic strategy that aligns with your long-term objectives. By offering personalized advice and stress-testing annuities, they strive to ensure that your financial well-being is protected and optimized both now and in the future. Their ultimate goal is to help you achieve financial stability while enjoying the present moment.
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Reviews
3.59 reviewsLisa C.
9/22/2025
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...
Doug N.
8/17/2025
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...
Jim C.
9/5/2025
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...
Rose L.
3/11/2025
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...
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