Sierra Central Credit Union ATM - Marysville (CA)

Patricia Herrera I’ve always had a good experience, friendly staff.

Courtney Tauscher Shalise and her team were knowledgeable, kept me well informed and were quick to respond to any inquiry. I have used Shalise and her team before and will again based on my experiences.

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.

Karina Villalobos Where do I begin: I went into Checkmate in El Centro. I was immediately greeted by Nancy. Nancy was very prompt, efficient, and provided excellent service. The level of attention she provided was immaculate I felt truly valued as a customer. I will definitely be returning back to this specific Checkmate for as long as Nancy is there. She answered all my questions and doubts, and was very patient. I truly appreciate her knowledge and most importantly her great attitude.