Northwestern Mutual - Roseville/Granite Bay Financial Group - Roseville (CA)

Carlos Guevara Zoe was a lot of help help my wife and me to get set up fast and easy

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.

Lyz Luke Riza is someone that genuinely cares about her clients and their well being. She wants to empower you while helping you reach your financial and personal goals. Her depth of experience has a wide span that also includes working with women as well as POC. If youre looking for a financial partner thats also someone who has your back, please dont hesitate to reach out to her today.

H2O_ G4Gamers Many people get confuse on where to go. Dont get me wrong so did I gotten confuse. So when you enter through the parking lot please note you need drive a little further to the middle find a parking spot which theres ton!. I was approaching and gladly was greeted by security thanks you guys by the way given me so many information . So given details of which doors goes to what the Theres the 1st door human resources. The 2nd is agricultural marriage certificate birth certificate and I believe the 3rd one is taxes property I dont know thats what I was given info of. But! Neither than less very great customer service great staff here I was able to get my personal needs finish super fast if you show up early or Friday could be empty. I would recommend anybody to come here and try it out for yourself.

Claudia Forester We’ve had an excellent experience working with Insight Capital Management. They are knowledgeable, professional, and truly good at what they do. They take the time to explain things clearly, help us make informed decisions, and always keep our best interests in mind. Their guidance has given us peace of mind and confidence about our financial future. We highly recommend their services to anyone looking for trusted financial advice.

Jose Vidales Robert is amazing! He helped me raise my credit scores and guided me every step of the way so I could finally buy my dream home. He truly cares, delivers real results, and I’ll definitely go back to him for future credit help and absolutely recommend him to anyone needing to fix their credit scores.