Central Bookkeeping & Tax Services Inc - Paso Robles (CA)

Michelle Williams I have had a relationship with Morton Wealth for almost 20 years. Morton Wealth has become an extended family not just for me, but for my parents as well as my daughter. Watching my how my parent’s estate was handled, it was an easy choice to join the Morton Wealth family. Now my daughter is at an age where planning is essential. I love that the team has assigned an advisor for my daughter that can communicate and plan for unique challenges that she will experience at a generation different from my own. My daughter has grown up watching how the relationship with a wealth manager provides security and maps a plan to achieve goals, even when the goalpost keeps moving. Estate planning, taxes, investments, insurance, and goal setting are all topics that will be addressed. Morton Wealth can handle all of these topics or refer you to a trusted referral partner. I have tapped into their wealth of knowledge and referrals on many occasions and found every resource to be professional and valuable.

Jan Armfield Amazing staff! Always going above and beyond.

Rosy Martinez Its still a bit difficult for me because Im not good at technology, but it helps me a lot with the little I know how to use it.

Angela A A I have obtained 2 loans through dynamic finance group and I’m very happy I chose them to work with. My loans were very large and a bit difficult, but Ani worked tirelessly to get them done. She’s very professional, timely and provides amazing costumer service. No matter how scary my situation got, I knew it was in good hands. Ani handled each obstacle with so much grace and confidence and always delivered. Huge Thanx to Ani and her partners for making my dreams come true.