Melissa Leyva- Loan Officer with First Capital Group - Tulare (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.

David Bell Sr. I am a long time decorated Honorably Discharged U.S.N. personal. I asked if I could have someone replace the military for me and do the things I always had given to me like, have food for me to eat, clothes for me to wear, transportation for me to get to locations I need to be at, ect. I was given one after another, all jokes, till Matt , Janelle, and son , Jeff accepted the challenge of me being there client. To tell you the truth, I have no idea how they do it but they do. I have been in the Military most my life( Sea Cadets) USN Temp Retired, Retired and belong to many Military clubs to present. The accomplishments I take part in to this day is only because of that loving family that knows how to do what they do. Thank you Quintmeyer family. Sincerely, Mr. David P. Bell Sr.

Ariele Ricco The holistic wellness programs they offer are fantastic. I’ve participated in yoga classes and mindfulness sessions covered by my insurance. The regular health newsletters they send out are very informative. I stay updated on the latest health trends and tips.

anthony tucker Great bank and staff!

Angie B. The staff is so knowledgeable & professional. They really made me feel at ease when I bought my first home. There was so much I didnt know or understand. They took me under their wings explained a lot. Both of them are quality people, that is hard to find in these times.