Falcon Wealth Planning

Tom Wojnarowski _{on Google}

Mar 30th, 2024

Working with Matthew Shahin at Falcon Wealth has been a game-changer for me. Their team's expertise and personalized approach have helped me navigate complex financial decisions with confidence. I highly recommend them for anyone looking to secure their financial future!

Kevin Tuskey _{on Google}

Mar 24th, 2024

Matthew was knowledgeable and very skilled at breaking down complex ideas. He spent hours educating us on our financial situation and strategies allowing us to ask many questions and present multiple scenarios. There was no hidden sales pitch or money grab! Based on our experience, he is an honest, upstanding guy that we have, and will continue, to recommend to our family and friends. Even with a fairly basic financial situation, having him take a second look at our current standing and future plans, alleviated a lot of pressure I was putting on myself to make sure I was setting my family up for success. His insight in tax strategies is invaluable. 10/10 would recommend!

Shareis Loomis _{on Google}

Feb 21st, 2024

Michael was very helpful and kind. I highly recommend him for financial planning.

Karen Harter _{on Google}

Feb 10th, 2024

I am very proud to recommend Matthew with Falcon Wealth. I met virtually with him and Kevin Mayo on two occasions. After the fact-finding session, they came up with guidance points that my spouse and I can put into place to help with our investing and tax planning. Kevin and Matthew are very knowledgeable in their field and good at explaining and sharing the information. They explained their "hiring" plan with me and its 3 options. They were not pushy with this and didn't just want me to invest my savings with Falcon. The sharing of planning steps and not just investing my money were exactly what I was looking for. It was very refreshing.