Helen Lee - Financial Advisor, Ameriprise Financial Services, LLC - Glendale (CA)

Marie Basinger Run dont walk... Run as fast as you can away from this company. I invested most of my money into supposedly conservative investments. These people do not know what Conservative means. Every bit of advice was incorrect. I counted on them and when they got all that they could and there was nothing left (or they think there was nothing left) they stopped communicating. Yes every time I had a concern about how my money was doing or I questioned if it were really safe they would come back with high pressure rhetoric and I would just get disgusted and say forget it. Well, I finally took what I could out of their "incapable hands" and the rest I just consider a loss. Even in the downswing of this economy they kept telling me to leave it it in and that it was the best time to invest. Maybe for them. I prefer taking care of my own money in the future and because of this company I will never trust another Financial Adviser as long as I live

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.

Bryan Cordeiro Reyes I recommend this service to anyone who needs help. They are very fast and efficient.

Sabrina frith So I had my consolation today with Mr. Anselmo everything went fantastic and his strategy was great I’m so excited and can’t wait to see the results.. I appreciate the service thanks.