Stephen A Hoversten-Modern Woodmen of America - Sonora (CA)

Cecilia Urbina It is such a breath of fresh air when customer service workers know how to do their job effectively and efficiently plus have a positive attitude. Jennifer was absolutely amazing, very professional and knowledgeable and answered all my questions with a smile. I definitely plan on sharing my experience with family members especially since she is fully bilingual in Spanish and English.

Randy Scott Simply the best. First class.

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.

Raymond zaragoza Had a Grinch with a payment Mr Moreno at the Callaway store Bakersfield California awesome guy very efficient got the job done thank you

Jennifer Errande The on-site notary at the Santa Monica Fidelity location, Brooke, was very helpful in completing the paperwork needed to grant me power of attorney over my aging fathers account, which he granted me years ago but I never filed the papers for. I need to say however, through no fault of the Santa Monica branch, Fidelity is very quick to place restrictions on the accounts of elderly people, which I find atrocious. As I get older, I will have to be sure to either keep up with rapidly changing technologies or transfer the management of my assets to one of my two technically savvy children. Sad, but thats how it appears the world is changing.