Bridging the Gap

Retirement and tax solutions

Get 10% off your 2017 Tax Return!


The Talon team has over 10 years of tax preparation experience. We are true tax professionals. Talon will save you money when you file.

Talon Tax Services is separate from our investment solutions.

Save 10% on your 2017 Federal Tax Return with Talon Tax Services when you get an Auto or Homeowner's Insurance quote from Arthur Jennings Agency

**Offer Expires 4-17-2018; Max discount is $25.00; Insurance quote received from Marlborough, NH office of Arthur Jennings Agency**

Schedule Your Appointment Today!


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(603) 876-5041

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116 Main Street
Marlborough, NH 03455
Weekdays 9am-4pm

Client One Securities, LLC and Talon Tax Solutions are separate businesses and are not affiliated.



While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. With a decade of experience, Talon can customize an appropriate financial strategy that leverages a wide portfolio of assets and financial products.

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One of the greatest fears in retiring is outliving our money. Our goal is to create income for you that you cannot outlive. By using fixed or indexed annuities, we have products and solutions to potentially maximize your income, assist in the preservation of your wealth and create income streams that you and your spouse cannot outlive while providing death benefits for your spouse and children.

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Talon RS has more than 10 years of tax filing experience and can offer a full range of tax services to our clients. We work closely with local CPA's, so we can provide our clients with the most up-to-date tax information. When it comes to taxes, your best interest is our best interest.

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Located in the Monadnock Region, Talon Retirement and Tax Solutions is helping folks like you achieve financial health


Talon opened in 2002 and is located in Marlborough, NH. Since then, owners Rob & Patricia Lotito have been serving the community and providing quality retirement planning and tax strategies for individuals with the mission of helping them realize the true benefits long-term financial planning and execution.

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know how to find it.



(603) 876-5041


116 Main Street
Marlborough, NH 03455


M-F 9a–4:30p
Sat/Evenings - by appt.


We offer Personal  Service and our team makes it easy!

Call Today for answers to your question and More. 603-876-5041