Purchased homeowners and auto policies and was able to add a $1 million dollar umbrella while still…read moresaving money. Matt is extremely knowledgeable and helpful. His customer service is outstanding!

Montoya & Associates has been very helpful to my family over the last few years. We met Will…read moreMontoya through some friends at church, we just had a baby and were in need of some life insurance. His staff helped us through the entire process, soon after we opened some individual accounts with them and have been using them to manage our investments for the last 2 years. We love Montoya and the service we recieve from the staff, they have always been very helpful and attentive! Have recommended their services to several friends who are very pleased as well!

Wonderful people who truly care about the people they work with. Whether it's tax preparation or…read morediscussing financial planning they are always listening to what I need and want for my financial future. Oh and did I mention they have the best coffee! It's like walking into your neighbors house and just sitting and chatting with an old friend.

From the owner: At Wolf Retirement Navigation, our primary focus is on…read moreretirement planning, which covers a broad range of areas where we possess current expertise. Our approach is results-oriented, backed by the knowledge to provide guidance, solutions, and the necessary answers. Our philosophy revolves around your retirement success, defined by the ability to relish life without financial concerns. This entails thorough preparation, a robust game plan, and effective strategies aimed at optimizing your retirement savings.

Like the platform but tax forms are always out at the last possible time other companies are…read moreavailable much sooner so they hold up tax planning

So came here to see Charles and he was not here, but if you would like a free copy of his book you…read morecan pick it up here. I called it Charles Swag! (Humor!) anyways.... Actually needed to get some information about setting up a little account for a grandchild and how that would work etc. The folks here are very nice and full of great information. If you have investing concerns or tax sheltering questions they have Certified Financial Planners that are available to advise you and help with those muddy waters of IRA's or 401k's or BMI's.....no I think the gym helps with that one, but the investment associated here can certainly provide you with the tools and information you need to make the right investment decisions. If you feel a need for a snack while your waiting, they have a primo kitchen area full of goodies and drinks to choose from and.....they even offer you more snacks. Disregard the Fidelity Investments commercial on the TV, which I thought was hilarious and inappropriate laughter started coming from me. I guess you can't block cable news.

John Newell was very thorough at explaining my options, He didn't pressure me into going with high…read moresales pitches to go with there products. That's why I gave him a 5star rating.A Poppell

I had met with John Newell while still working and was impressed with his honesty and he listened…read moreto my concerns. Upon retiring I reached out to John to discuss getting on board with Talon Wealth Management. I had two years to think about our conversation and liked what I heard. When I signed up we were faced with a recent election which we discussed and positioned to do well and just after the election I put my trust in John in making more aggressive changes than I would normally be accustomed to and we continue to do well. My wife and I have been very happy with the results of the performance of our investments with Talon Wealth Management. if you are curious take them up on their offer to review your investment performance and make your own decision.

9000 Southside Blvd, Jacksonville, FL 32256 Excellent…read morecustomer experience, thank you so much!