Tulare County Teachers Fed Cu - Tulare (CA)

Angie B. The staff is so knowledgeable & professional. They really made me feel at ease when I bought my first home. There was so much I didnt know or understand. They took me under their wings explained a lot. Both of them are quality people, that is hard to find in these times.

Carrie Sams This is our favorite branch of Redwood Capital Bank!!!

Ira Kaufman In the 50 plus years of dealing with insurance agents Christine Kaumans is the best. She has always been responsive, efficient, and knowledgeable. I highly recommend her. Call her. You won"t be disappointed.

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.