Financial planner · Omaha, NE · reviewed since 2021
iHow the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 55%87+47.5Reliability 24%95+23Value 14%78+11Replies to reviews 7%63+4.5Experts Score= 86Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.86SCORE
AGradeiLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#41 of 51 financial advisorsiPosition by Experts Score among all companies we track in this category. · better than 20%
4.8★★★★★49 Google reviews · 9 photos
90%five-star reviews
5.00★last 12 monthsiAverage stars on reviews from the last 12 months only.
0%1–2★ in 2 yearsiShare of 1–2★ reviews in the last 24 months — or the 20 newest reviews when the company had fewer than 20 in that time.
Google reviewers rate Talon Wealth Management 4.8 out of 5 based on 49 reviews, with the owner responding to 14 percent of them. Clients frequently praise the firm's knowledgeable staff, professional demeanor, and proactive communication regarding retirement planning and investment strategies. Many note that advisors take time to explain complex financial details and avoid high-pressure sales tactics, often recommending clients stay with their current managers if that is in their best interest. The reviews indicate a consistent focus on personalized service and fiduciary values.
Google rating: 4.8 out of 5 from 49 reviews (90% five-star).
Reviews on this page: 49 Google reviews (30 with written comments).
Owner responses: the business replied to 14% of reviews.
Score per factor (100 = best)iEach factor is scored 0–100 on absolute terms (star average, share of 1–2★ reviews, price verdicts…); standing within the category can only raise it, never lower it.. Strongest: momentum and reliability; weakest: replies to reviews.
Talon Wealth ManagementFinancial Advisors median0 = centre, 100 = best
SatisfactioniSatisfaction · 54% of the scoreRecency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.Talon Wealth Management: 87/100 on this factor. Category median: 99.A
87
ReliabilityiReliability · 24% of the scoreHow rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.Talon Wealth Management: 95/100 on this factor. Category median: 99.A
95
Craft & serviceiCraft & service · penalty only, up to −10 pointsGoogle review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.Not enough reviews for this factor yet. Category median: 100.–
–
ValueiValue · 14% of the scoreCustomers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.Talon Wealth Management: 78/100 on this factor. Category median: 100.B
78
MomentumiMomentum · penalty only, up to −10 pointsPenalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.Talon Wealth Management: 100/100 on this factor. Category median: 100.A
100
Replies to reviewsiReplies to reviews · 7% of the scoreHow often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.Talon Wealth Management: 63/100 on this factor. Category median: 84.B
63
Bar = this company · dark tick = category median.
Star ratings
49 Google reviews we collected
4.8of 5
5 stars4490%
4 stars48%
3 stars00%
2 stars00%
1 star12%
Praise vs complaints
Phrases our text analysis found in 30 written reviews
100%praise
Praise21100%
Complaints00%
PriceiGoogle asks reviewers whether the price was great, reasonable or overpriced; these are their answers.
Price verdicts customers left with their Google review
100%fair
Great price117%
Reasonable583%
Overpriced00%
Not sure00%
Topic share
How often each topic comes up in the written reviews
6topics
Staff & attitude1362%
Quality & results314%
Communication210%
Price & value15%
Honesty & trust15%
Would recommend15%
What customers talk about
We read 30 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“Super nice, knowledgeable people who always have your best interest at the heart of their business.”
“Excellent service and diligence with our retirement accounts.”
“Talon is welcoming, professional and outstanding in their level of communication with their clients.”
“Defining not the guys that put your money in one fund, charge you crazy fees, then not touch your money when the market tanks.”
“They emulate fiduciary values and I trust them wholeheartedly.”
“I would recommend Talon wealth management to a friend.”
praise complaint · found by our text analysis, Google review wording unchanged.
Reviews for your job
Customers hired Talon Wealth Management for 4 kinds of job. Pick one to see what they paid and said.
BBret3 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★
My wife and I were very impressed with the time spent with us and the detailed review. Jim the planner was great about making sure we understood the plan. Whole process was excellent. Very happy we went with them.
DDWLocal Guide · 21 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 9 months ago★★★★★
I've been with D. Bryant/Talon Wealth for many years and I could not be happier with the level of service I have received. Super nice, knowledgeable people who always have your best interest at the heart of their business.
MMark6 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a year ago★★★★★
I enjoyed my meetings with Jim and the information he shared with me. We are off to a great start and I am hopeful this relationship will be a fruitful one!
Reasonable priceRetirement savings consulting
RRustin10 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a year ago★★★★★
Barb really knew her stuff, questions were answered and she was so helpful. Thanks Barbara.
BBillLocal Guide · 96 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a year ago★★★★★
very complete and profesional. review our retirement funds and gave lots of great advise and at the end their proposal for how to manage our money vs the way it is managed today was about the same. Never tried in any way to push us to their offerings over what we have.
Great priceFinancial planRetirement savings consultingInvestment advising
JJohn4 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a year ago★★★★★
I like the business model where they try to understand the client’s needs for retirement and then build a plan that supports those needs. They are not trying to sell me anything.
I found the advisor to be very personable, and interested in learning about us. We felt comfortable, sharing our thoughts with him.
I…
My wife and I were very impressed with the time spent with us and the detailed review. Jim the planner was great about making sure we understood the plan. Whole process was excellent. Very happy we went with them.
I've been with D. Bryant/Talon Wealth for many years and I could not be happier with the level of service I have received. Super nice, knowledgeable people who always have your best interest at the heart of their business.
I enjoyed my meetings with Jim and the information he shared with me. We are off to a great start and I am hopeful this relationship will be a fruitful one!
Price assessment: Reasonable price
Services: Retirement savings consulting
R
Rustin Fagerquist10 reviewsiTotal number of Google reviews Rustin has written across all businesses on Google Maps, not just this one.
very complete and profesional. review our retirement funds and gave lots of great advise and at the end their proposal for how to manage our money vs the way it is managed today was about the same. Never tried in any way to push us to their offerings over what we have.
I like the business model where they try to understand the client’s needs for retirement and then build a plan that supports those needs. They are not trying to sell me anything.
I found the advisor to be very personable, and interested in learning about us. We felt comfortable, sharing our thoughts with him.
I would recommend Talon wealth management to a friend.