We have been VERY pleased with our Advisor and his team at CFG since 2016, and have respected them…read morefor their guidance and their grasp of the "big picture" in investing. Yet they have also shown their ability and willingness to "sweat the details" for us when needed. In an era where exceptional one-to-one customer service has virtually disappeared, the work they do should be held up as an example for others to try to emulate.

We have listened to their radio show for years and decided to call them for a consultation. They…read moredid not disappoint and we moved all of our accounts over to them to manage. Very happy with them so far! Chris Toadvine has gone out of his way to help us!

Fidelity has my brokerage and 401k firm for at least 15 years, and have helped me navigate through…read morethe craziness [both good and bad] of our ever-changing economy. The portfolio managers and the team of experts available are amazing. They seem to be well versed in wealth management and are always available to answer questions. Whether you are an independent investor or need planning, I highly recommend the multitude of services Fidelity makes for one's future.

I would have to say this was the most unpleasant experience I have ever had trying to get literally…read more$350 from my dad's 401(k). The amount of documentation I had to provide and all the different stories I was told every time I called was ridiculous. They really have no clue what they are doing. Pretty scary. At one point they actually told me I was gonna have to have it probated. Good thing I didn't listen to them.

Very professional looking offices and the staff matched with their competency…read more Very knowledgeable, friendly and helpful and I didn't have an appointment. I just wish my local office was as nice as this 5 star office.

Nice building. Friendly, helpful staff. Had an appointment and had no wait when I got there…read more Account platform is easy to use and comprehensive. Low fees for transactions, reporting data available.

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.

I can't recommend Siler Wealth Management enough, Daegan Larson has been helping me with my…read moreretirement. He is so patient, understanding, and listens to you, helps you with what you want. I don't know what I would do without him.

From the owner: Siler Wealth Management (SWM) is an investment advisor providing strategies customized to help you…read moremanage your money and plan for your financial future. We accomplish this through financial planning and investment management. We are an investment alternative to your typical financial planner or stockbroker. We provide investment management using highly disciplined and data driven strategies which seek to capture the optimal shifts in the market to maximize our clients' potential portfolio growth.

FFG's Financial Professionals provide a no cost (Huge advantage to the big boys), no obligation…read morereview of a client's current financial situation, educating others on how to establish goals for retirement. These guys hate taxes and FFG promotes tax-advantaged investments that are very limited to stock market risk, while still meeting goals for people to retire early. FFG is willing to assist anyone with a life insurance, asset protecting, tax saving, liquidity need. Sit-downs can take place either at the office or at the client's home residence. Available to meet clients on the weekends if necessary due to busy work schedules. Shares the same building as some of the local radio stations like MIX 105.1 and Sunny 105.9. Up on the 3rd floor of the Pembrook Commons building. Across the street from the RDV Sportsplex and shares a parking lot with the Courtyard Marriott. Financial Foundation Group was established in 2001 and has expanded through rough economic times to currently 7 divisions in 4 states (Colorado, Texas, Florida, Nebraska). Financial Foundation Group is not related to Foundation Financial Group, so no scam worries here.

Terrible experience with Carpenter Morse Group. I met with these folks at the recommendation of my…read morefinancial advisers, whom I trusted. The first question I asked, which I made very clear, was if their 401k plan integrated with my payroll provider. I was assured that they did, as they were the largest 401k provider and blah blah blah. Relying on this assurance, we signed up and our team spent a number of hours trying to get everything set up. Only later on did they tell me that no, they do not integrate with my payroll provider and I would have to manually enter all the 401k information in every payroll. I decided to go with a provider who actually integrated with my payroll provider--as I made this clear was my #1 requirement. I was a little irked that they wasted my team's valuable time, but I let it go. Things happen. Many months later, the owner of this company sent me invoices for building a plan. I reminded him that my agreement was predicated on integrating with my payroll provider. He became very rude and now wants to charge me for wasting my time. If they they had told me in the first place that they did not integrate with my payroll provider, then nobody's time would have been wasted. It's as simple as that. I cannot believe they have the audacity to come after us when it was their mistake that caused us to be here in the first place. I wish I could get all of my team's time back working on something that they knew or should have known would never work out... but I cannot. They want us to pay for their mistakes. Poor customer service!

Patricia and Aura are blessings to myself and family. I have known them just over 1 year and they…read morehave been genuine and showed nothing but professionalism and compassion from day one. My father suffered a massive stroke on 2/2/2019 and our lives changed completely from that day forward. I became the Primary Caregiver to both my parents. When it came to finding the best insurance for my family and to protect us in areas where ONLY their coaching can teach me and help me came into play. Thank you ladies again and again for all of your help and patience. They love what they do and it shows in their work!!!!!

From the owner: Contact us for a free, fast and personalized quote. We…read moreproudly represent the following carriers: Aetna/Coventry, CarePlus, Freedom Health, Humana, Optimum, UnitedHealthcare and WellCare.