U.S. Bank Branch - Goleta (CA)

Jennifer Hargett One star is even too much for this company. I wish my mortgage loan would be sold to another company to be honest. These people are rude, ignorant and dont care about your situation.

Shmaya Nodel Wow—where do I start? I came in from out of town and spent Shavuot with Chabad of Humboldt. What an incredibly inspiring experience! Rabbi Eli, Rebetzin Mushkie, and their entire family were so warm and welcoming. From the meaningful abundant learning to the amazing Yom Tov meals, every moment was filled with depth, and genuine hospitality. This community is truly a hidden gem—a must-visit and a place where every Jew is made to feel at home. I’m so grateful for the time I spent there, and I can’t recommend it enough!

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.