New American Funding - Everett, WA - Everett (WA)

Alexander Sherman The bank tellers are always helpful and a delight to work with.

Mandy Mosley Very nice an very helpful w little wait time

jim price Your missing out if dont have these guys and gals handling your retirement portfolio. Exceptional group of people that really care about your future plans financially. Totally trust this group and to be honest Rick has made my portfolio for retirement grow and he knows when to be safe with your investments

Heather Brennan Mayfield is an exceptional financial advisor whose warm and approachable demeanor truly sets him apart. He creates an environment where clients feel comfortable and heard, effortlessly making complex financial concepts easy to understand. Alongside his deep industry knowledge and professionalism, it is Brennan’s genuine kindness and ability to connect with clients that truly make him stand out. He takes the time to understand each client’s unique needs and offers personalized advice with patience and care, ensuring clients feel both confident and supported in their financial decisions. I can confidently recommend him to anyone, and know they will be in the best hands with Brennan.

Julie Hamstreet Knowledge, integrity, professionalism, and congeniality...this is simply the finest team of certified financial planners in the valley. We can not recommend them highly enough. Thank you Scott, Brad, Luke and Helen!

John Paul Meier Travis is truly the most humble, trustworthy, and genuinely kind person I’ve had the privilege to work with. He doesn’t just provide financial advice—he becomes a partner in your success, someone who deeply cares about your goals and helps you achieve them with integrity and thoughtfulness. In an industry that often feels intimidating, Travis is a refreshing change. From the moment you meet him, you’ll see his commitment to doing what’s best for his clients. He’s transparent, ethical, and ensures that you always feel secure and informed about your financial decisions. But it’s not just about trust—it’s also about expertise. Travis is, without a doubt, one of the smartest and most effective professionals I’ve ever encountered. His ability to explain complex financial topics in ways that make sense is remarkable. Whether you’re planning for retirement, investing, or navigating the uncertainties of the market, his strategic foresight and sharp analytical skills ensure you’re in the best hands. He takes the time to truly understand your situation, tailoring personalized financial plans that fit your needs, not some cookie-cutter approach. And no matter what questions or concerns arise, Travis is always available with prompt, thoughtful answers. His warmth and accessibility make what could be a stressful process feel comfortable and empowering. On a personal level, I admire Travis’s humility and character. Despite his impressive success and deep knowledge, he remains grounded and approachable. He truly values his clients and takes pride in helping them secure financial peace of mind. I can say, without hesitation, that Travis is the kind of person you can trust completely—not just with your finances, but as someone who genuinely cares about your future. If you want someone who’s not only highly skilled and incredibly effective but also operates with integrity and heart, Travis Messinger is the advisor for you. I can’t recommend him enough—he’s an absolute gem in Spokane and beyond.

Khloé Rose I’ve been coming to this bank regularly over the past few months, and every visit has been a positive experience. The staff has consistently been friendly and efficient in helping my husband and me with everything we’ve needed. Chanley, in particular, stands out for her exceptional customer service. She’s incredibly personable and approachable, which has made our visits to the bank not only less stressful but surprisingly enjoyable—more fun than I ever thought possible at a financial institution! I’m truly grateful for the support she’s provided, along with the helpful financial tips she’s shared. She’s a gem! All 10s across the board.