Paul always does an amazing job! Is hard to get your ideas and vision down on paper and Paul was…read moreable to do just that. I just started my own business and he even had insight into the construction industry so our business plan project worked out fantastically.

For starters I'm going to talk about what an awesome guy Paul is. He was very professional and made…read moretime to speak with me about my business, and any concerns or questions I had before beginning the process and paying any money or fees. I was comfortable talking to him about my business ideas and what steps I needed to take. He got things done for me in a timely manner as promised, and did a follow up with me to make sure he reached my standards. He exceeded expectations and I now have my own personal business consultant. I recommend him to anyone he's awesome and very passionate and professional! Thank again Paul

I'm good at a lot of things. Financial management is not one of them, so I'm thankful there are…read morepeople like Jesse who can help guide the way. I've been working with Jesse for several years now, and can honestly say he's great. I've worked for several companies over the past decade or so, and as a result had a lot of dangling retirement accounts that I didn't know what to do with. From the first meeting, Jesse was willing to sit down and chat with me about what all of my various options were with consolidating and managing these accounts. He was also honest about the options that didn't benefit him, which I took as a huge bonus. Jesse discusses your retirement plans, and works with you to create a roadmap for financial success. He goes the extra mile to earn your trust as a client. In unsteady market times, he provides sound guidance and reassurance where needed, and lets you know what to expect based on trends. I highly recommend him for your financial needs.

Jesse helped me rollover my 401k when I retired last year. I didn't really understand the…read moreinvestments in my 401k before, and he walked me through my current investments and how they aligned with the income I need from my portfolio in retirement. Plus, her also helped me better understand my pension options, which had seemed like a really complicated decision. If you need a financial planner in Sanford, definitely give him a call.

My father-in-law and I visited this office today. Sue and Georgina are amazing. Skilled,…read moreknowledgeable, kind. Thank you!

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

I have been saving and investing my own money throughout my working life, as I approached my target…read moreretirement age, I started looking for help in the form of a financial advisor to me make sure I was on the right track. I spent the better part of 2 years on calls, office visits, talking to big firms and small. Over that time, I became an advisor skeptic and was close to giving up. One Saturday morning I heard Mike Lester on the radio and decided to try Talon. I reached out a couple days later and set up a call which then led to an appointment with John Newell in the local office. We had a great discussion where I provided information to review my financial situation. We had a follow-up meeting shortly after that which is where everything changed. There were no brochures laying on his desk for me to go through, he had no pens, magnets or Yeti cups to hand me, his wrist was not supporting a 10lb watch and he talked to me like he was already looking out for my interests, believe it or not, he looked me in the eye and remembered my name. He gave me feedback that was in line with my own predictions and made sense unlike most of my previous experiences. I took the financial plan that was provided and put all by itself in the good pile. I spent another few weeks meeting a few other advisors but decided to give Talon a try when it was time. About a year later I called John and told him it was time, he guided me through getting my 401K rolled over, we set up an account and a short time later I was a customer. I have now been a customer for just over 1 year, John and Talon have helped give me the confidence to follow through with my retirement which took place a couple months back. Some additional information - the 401K provider I had with my employer had a limited selection, Talon has found a number of good investment options that fit my risk tolerance and have performed at or above my expectations and well above the previous providers options. Keep in mind they exist to help people who are retired or retiring, stakes are high and they help you deal with that. The team has been great to work with, very pleasant and quick to respond. In today's world where a salesman passes as a financial advisor it's good to have people like John Newell and Talon around as a standard to measure others by.

Beware - I strongly advise you to steer clear of this company…read more 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 taken a significant loss of about $35,000 during the market downturn in the fall of 2022. Around that time, I heard about Talon from a radio program and decided to give them a try. I met with a local representative, John, who reviewed my numbers and projected a 12-15% return on my investments. I decided to move forward and invested $228,000 with them in October 2022. What I wasn't told--and what I later learned--was that I could have simply left my existing investments in place and had Talon take over as the manager. Instead, all of my prior investments were liquidated, and everything was restarted from scratch. In 2023, my portfolio returned just 4%, after fees. I had been told their fee would be 1% annually, but I frequently raised concerns throughout the year because half of my money was just sitting idle in a money market fund. By the second year, I was still dissatisfied. I raised my concerns again in the fall, which led to some adjustments--but 2024's return dropped to just 2.6%. I then discovered I was actually being charged 2% per year in fees--not the 1% I was originally told. When I brought this up, they wanted to schedule a meeting to "look into it." At that point, I had already made up my mind to leave. I genuinely believe my account wasn't large enough for them to care about managing it properly.

Highly Recommended!!!! Shinner Accounting has been great, I…read morecan't THANK them enough for all their hard work!!! They handle all of our business accounting needs and personal taxes for several years now. I am always able to get a hold of them by phone, if I have an urgent need and stop by they always take the time to handle any situation. As far as my business needs go - Payroll has always been on time and correct, monthly reporting is always on point and I never have to worry about monthly or quarterly taxes - all taken care of. As a small business owner I highly recommend giving them a call.