Financial Technology Partners (FT Partners) - San Francisco (CA)

Josue Duran really nice staff and the drive thru teller with an actual person is awesome.

Julie Yabumoto Marco Scalco has been doing my taxes for a few years. He is highly professional and efficient. I appreciate how quickly he files my taxes and how quickly my tax returns come. On my visit this tax season, he gave me very good advice on my investments. He not only knows taxes, but he gives great financial planning advice. He took the time to clearly explain things to me. I would give him more than five stars if I could. I sincerely appreciate how he took extra time to explain things to me. I plan to use his great advice so I can better plan my future and be better prepared for retirement.

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.