New Millennium Group - Financial Advisors - Spokane (WA)

Valerie Bruce I deal with title company customer service routinely in our estate planning practice. It is always a pleasure to find a title company whos customer service department goes over and above, and thats what I found with Kellie at Klickitat County Title. I appreciated her quick and thorough response, and going the extra mile to discover some information that made my job much easier. Awesome service!

Carley Wecks Using Maxem advisors for over 25 years, my husband and I have been more than satisfied with the professionalism and competency of this group as well as their integrity and care for us. They have become family and we have recommended several members of our family to this service.

Amanda Wolff Tristan is an amazing financial advisor. I had no idea what to do in order to plan for retirement and I thought I had waited too long to be able to start planning. After meeting with him, I feel so comfortable and reassured that he has advised me in a way that I can trust and has set me up to be financially free. He is genuine, authentic, never tries to "sell" you on something that is not a trusted investment or path. He has been in his clients shoes and always advises what is best for them. He walks you through the process and explains everything, telling you pros and cons of each investment. I had so many concerns and questions and he answered them all. I am happy I found him and regardless of where life or jobs take me, I will continue with him for the next 20-30 years into retirement. I trust him, he listens without judgement and helps me create goals at a price point I can afford. He is honest and genuinely one of the coolest people I know. If you are hesitant to meet with a financial advisor, try scheduling with Tristan. I know he will be able to help you and anyone with their financial goals.

Debbie Jacobsen I have been going to to heritage financial for many years. Nothing but positive! Thank you Sharon!

Bruce Gonser Knowledgeable! Fiduciary .

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.