Willow Creek Wealth Management, Inc. - Sebastopol (CA)

Sandy Pelican These people are truly amazing. I had moved from Eureka, California to Oregon and a piece of mail got returned to the Eureka Branch.. Megan Davila made a very special effort to find me & call me to tell me about the piece of mail. After finding me she mailed it to my Oregon address. How many people do that? Nobody. I have always been impressed by the very personal service and attention to detail that these professional people have given to me over the 21 years that I have been with Umpqua. But the follow up and attention to me and my account is amazing. Umpqua Bank sets the standard for courtesy, attention to detail and professionalism. I am very fortunate to have Megan Davila and Umpqua Bank looking out for my best interests. Thanks Sandra

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.

Jada Calypso Brotman Despite the fact I must be one of their smaller clients, they give me excellent service. Jeremy and all the staff are exceedingly patient, helpful and kind, and having watched them turn my parents money into a generous retirement, I am confident they know what they are doing. Could not recommend higher.