I have been working with Jeff to get my financial life plan going, and he has made it such a…read morebreeze! Thinking about all the things that encompass a financial plan is daunting, but Jeff breaks it down for me and is very knowledgeable about it all. He provides lots of options and makes it easy to understand. He has set me up with contacts for my life insurance and estate planning, who are experts and made me feel at ease about it all. Jeff is very honest and up front and does not pressure me into anything. I highly recommend as I now feel prepared for my future and excited to keep learning from him

Phil has a vast knowledge of the financial world. I love how he explains things in a way I can…read moreunderstand and never tries to push me in any particular direction. He is wise beyond his years, yet young enough to stay on the pulse of current and upcoming trends. I'm always impressed speaking to him. He also is a great guy who is very involved in the community. I trust him with my money and consider him not only my advisor, but friend.

As a Realtor you can never predict when your next paychecks will be coming in. Phil helped me set…read moreup a sound financial plan to not only predict my future income, but allow me to invest into my retirement at a rapid rate. He's the best!

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.

Jose went above and beyond from the second he took the time to meet me and talk about how to help…read moreme not only get a better rate on my car insurance but manage all the hassles it's been working with my home owner's insurance. I was so impressed I had to leave a review. I'm a State Farm girl from here on out! Hope this review makes it...I've noticed as a business owner myself, Yelp only tends to post bad reviews...no one asked me to write this. I just had such an amazing experience I think people need to know how attentive this business is!

Justin and his team are VERY helpful and courteous! I couldn't navigate my policy without them!read more

We are grateful to Chuck and his team at Hidden Wealth for all they have done for us. Like many…read morepeople who invested in the 401K plan came the haunting realization how this was actually going to backfire on us come RMD time. We sought help from other financial advisors but always felt like we were given partial solutions, nothing comprehensive. But Hidden Wealth did. They gave us a plan to grow our wealth while mitigating taxes with options we didn't even know were available to us. The Hidden Wealth team has always been very responsive to our retirement inquiries and concerns. We have been with Chuck and team for a few years and can't say enough praise for what they have given us - peace of mind and a direction.

I was looking for a consulting company to advise me on the best way to scale my multi-unit asset…read more They provided several scenarios to increase profit potential. would definitely recommend them again.

Returning customer for 25' taxes. Phenomenal staff and service; expert guidance…read more Will continue to be a customer and recommend TMO to anyone looking for a professional that will be a steward to your personal or business finances.

Great place to get your taxes done!My husband and I have been going there for several years, They…read morecharge a fair price.

The Wurzel Agency has been awesome. Answering all my newbie questions without making me feel like I…read morewas wasting their time--actually specifically assuring me that that's what they're there for. Finding ways to get me the best coverage and pricing for my needs (and I shopped around and found, even getting quotes directly from other insurers, Christy at the Wurzel Agency found me the better rates). Helping me through the natural kinks and speed bumps that came up during the home buying process, again, never making me feel like a pain or a waste of their time. I haven't ever filed a claim through them, but I expect that if I ever have to, I will receive the same warm and thorough service that I have up to now. Thanks, Wurzel Agency! Oh, and I heard about them as a reference from my parents, who did file a claim after a hurricane one year, and they highly recommended. So there's that :)

I used to work with another insurance agent for many years; but unfortunately, that agent let me…read moredown multiple times. As a result, I began searching for other agents both online and by referrals, and after looking at reviews and contacting several potential agents, Robert stood out from the pack. So now I've had the opportunity to work with Robert of Wurzel for a few months, I am happy to report he has been helping me insure a recently purchased home, my previous house (now an investment property), and is currently helping me with auto and umbrella policy quotes. Rob has been proving over and over again to be someone trustworthy and highly efficient and effective, and with a great customer-centric mindset. What I like: - Professionalism - Robert is always professional and cordial - Reliability - Robert always keeps his commitments - Detail-oriented - Robert meets my high standard of being very detail-oriented - Patient - because I am very detail-oriented, I always ask many questions and go deep into insurance quote details (a LOT more than the usual customer)... and Robert always patiently responds to all my questions, concerns and requests What I REALLY like: - Technology: Wurzel makes very good use of technology: online appointments, e-signatures, etc etc... in fact, I never met Robert in person or went to his office (yet)... this is especially important now during COVID days So, in summary, I highly recommend Robert and Wurzel for any of your insurance needs.