True Legacy Financial & Insurance Services - Tulare (CA)

Xavier Gibson We’ve worked with Tobi and team for many years with our family and the team has always done an excellent job. They provide top notch customer service. Tobi is a partner with you in your accounting needs, and ensures you leave with the best service and filings he can offer.

Yesika Juarez The ladies there are really helpful and nice. I felt welcomed when walking through the door. Amazing service, I would go to them again and recommend anyone else too as well.

Patricia Goodson I used the drive through. Quick service and friendly.

James Please be aware of the scam. This company refuses to move anyone from their calling list and outright said they will continue to do so until you give them your private information and accept their offer. Robo collars and harassment? Sounds pretty consistent with the scams working out there. There are better companies to give your business to. Steer clear of this one.

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.

aditya jekkula THANK YOU Elijah. I had an outstanding experience at Bank of America, and I highly recommend Elijah Hostettler. As someone new to Chico, opening my first bank account in the U.S. could have been daunting, but I’m glad I chose Bank of America. Elijah was incredibly patient and helpful. He listened to me like a friend while maintaining a high level of professionalism, expertly advising me on my account. Despite having a different accent, Elijah made sure I felt heard and understood, never making me feel like it was a problem. I had two appointments with him, and both were exceptional. All my doubts were resolved, and the entire process felt effortless, thanks to Elijah’s guidance. During my first appointment at 11:00 am, I arrived early at 10:50 am and was promptly met by Elijah at 11:00 am sharp. His punctuality was impressive. For my second appointment, also at 11:00 am, Elijah even called me at 9:00 am to remind me and ask if there was anything he could prepare or Set up in advance to save my time—such thoughtful service! When I arrived for the second appointment, I noticed him attentively assisting an elderly lady. After finishing, he walked her to the door, which shows how thoughtful and helpful he is. THANK YOU SO MUCH, ELIJAH! I highly recommend Bank of America, and if you have the chance, be sure to choose Elijah.