TrueCourse Investment - Clovis (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.

Regina Crawford I have so many wonderful thoughts about my experience with Virtual Tax and Financial Services. My first consultation was scheduled online and I received a prompt telephone call from Ms. West. Ms. West is knowledgeable and professional. She listened to my needs to understand what I wanted to accomplish and exceeded my expectations. I highly recommend Virtual Tax and Financial. I am overwhelmingly satisfied with the expertise, professionalism and promptness of service that I received. If youre just starting out or looking to change your tax professional, I recommend that you book a consultation with Virtuous Tax and Financial.