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Talley Financial

  1. Chelan County
  2. Chelan County Finance

Reviews, get directions and information for Talley Financial

"Talley Financial helps business owners and people approaching retirement gain clarity about their money so they can spend their time on more important things.Most people lack the time and expertise to make confident financial decisions on their own. Talley Financial brings strategies to the table that connect your life now with your plans for the future so you can stop wondering if your next financial move is the right one.Securities offered through LPL Financial, Member FINRA/SIPC"
Address: 142 WA-150, Chelan, WA 98816, USA
Phone: (509) 682-4424
State: Washington
County: Chelan County
Zip Code: 98816


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Reviews
Talley Financial has been great to work with. The office staff is extremely welcoming and very organized. David does a great job providing insight on the different financial vehicles and which are most suitable to achieve our goals. His strategy for us seemed specifically tailored to our needs which put my mind at ease. I highly recommend Talley Financial for anyone at any stage in their journey to wealth.
David and his staff have been great to work with. This last year is when I engaged him. The process he walked through to get to know me was a comfort. Understanding who I am, where I’ve been and where I want to go requires more than just reviewing financial information and he worked to learn. His staff has been outstanding in communication. I would recommend Talley Financial.
David Talley and his Team are true professionals. I've never been in the "Market" before and I'm glad I found this Company. David took the time to answer all of my questions very thoroughly. He explained in great detail what the plan would be moving forward, he is a Certified Financial Planner and from what I've learned this is the way to go. He works with you and for you. He does his homework and develops a plan that best suits your needs. If you're looking for a Company that you can really trust, call Talley Financial.
David is great to work with. He really knows his stuff and has our interest at heart. In addition to helping us with our personal finances, David has been a tremendous resource for us as we got our business launched. He helped us make so many great connections. I highly recommend working with David.
David and his staff are amazing to work with. Very knowledgeable, professional and friendly. I truly believe David cares about our financial needs, desires and goals. We've already seen success through working with him. I highly recommend David and his team!
David and his team have been wonderful to work with! He has walked us through several financial steps and questions, and has helped us tremendously! He took time to understand our present and future goals and how to more easily attain them. I also really appreciate that he wanted to get to know us and is now a genuine friend. My husband and I highly recommend Talley Financial!!
As I am quickly gaining on retirement, we my wife and i decided to seek the services of a professional advisor. Having known David since his youth and many in his family since an early age, it was a no brainer to seek his services. He and his staff have been great to work with. I feel that they have gotten to know me, my wife and my family very well. Having done that I feel that they will have our best interests at heart, now and in the future.
I switched my finances over to David Talley several years ago and have no regrets. He’s always been available for any and all questions and concerns that I have had. A very personable and thoughtful person with lots of experience and respect. I trust his opinion with my finances and hope anyone who is looking for a change will give him an opportunity.
My wife and I finally started to need an advisor, David and his team are really great professionals. David really knows his stuff and always been available for any and all questions we've had. Highly recommend!
The whole team at Talley Financial is amazing ! They are so knowledgeable and organized it makes the process so simple. David is great to work and really takes the time to listen and understand your life, finances, and goals… then he creates a comfortable plan for you and your family to achieve financial security!!
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