About Talley Wealth

Talley Financial is a dedicated financial service located in Johnson City, TN, serving clients in the Tri-Cities area, including Kingsport and Bristol. The team, led by a thorough and knowledgeable planner, values clients' time and aims to simplify the complexities of managing money and taxes. They focus on building strong relationships, offering timely advice, and addressing questions with patience and expertise. Talley Financial prioritizes education and personal attention, ensuring clients receive the right guidance for their financial decisions, whether for retirement planning, business growth, or general reassurance. With a commitment to protecting and growing clients' wealth, Talley Financial is an excellent choice for those seeking reliable financial management.

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Reviews for Talley Wealth

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Mar 2026
David is exceptionally knowledgeable, and really takes his time to get to know you, and tailor his advice to your personal situation. He explains everything clearly, and makes sure you fully understand what he’s suggesting and why. He is very responsive to emails, and his professional approach engenders trust and respect. I would definitely recommend him for investment advice, tax planning, estate planning, and tax preparation. It’s very reassuring to have everything looked after seamlessly by one person. Thank you David!
Oct 2025
Thrilled to be working with David and the team at Talley Wealth! The effort and preparation they put in, combined with the teaching and guidance they offer, have made us very excited about our partnership. Their expertise in the financial industry, along with their personable and caring approach, makes them an outstanding team to trust and collaborate with.
Oct 2025
We have worked with Talley Financial for a few years now. David does an outstanding job of breaking down financial and tax strategies for less technical people like ourselves. A trusted partner in our families future!

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Hours

Monday: 9AM - 5:30PM
Tuesday: 9AM - 5:30PM
Wednesday: 9AM - 5:30PM
Thursday: 9AM - 5:30PM
Friday: 9AM - 4PM
Saturday: ClosedSunday: Closed

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Location

203 Broyles Dr STE 301A, Johnson City

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