Edward Jones - Financial Advisor: Dan Young, CFP® - Olympia (WA)

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.

cassie just cassie They were very easy to talk to and quick service. I love this post office! Really makes you feel a part of the community! Thank postal workers for your work and kindness.

Don R My familys been doing business with Edward Jones Investments in Anacortes Washington from this office since 2012. Troy, Kristen & Tiffannie are the kind of team I like to work with! if I have a question about anything regarding my stocks or trust accounts? theyre always there Troy has a spot on answer that works every time. He keeps me up to date with the US economy and how it affects my investments as the years progress. In many ways they are an extension of our family, always professional with friendly service. Best of health and happiness in the new year 2024 dkr. Tonopah, AZ

Shawn Cahill I worked with a Bank of America Associate named Swati, and it was a really wonderful experience. The level of service I received was second to none! My dealings with her were prompt, professional, and care. I truly felt like a valued customer which is not always the case. THANK YOU FAIRWOOD Bank of America, your location is the one to use!

Jeff Baltzell Demars Financial is fantastic! I have been using their financial advisor services for many years now and have year in/year out left their office after an advising session feeling like they really cared about me and my financial situation and future. Demars is a full service advisor, not only do they guide you on your retirement planning but they help with wills, taxes, and estate planning. I have no hesitation, and frankly enthusiastically, would recommend Demars Financial to anyone seeking full service financial advising, they are awesome!

Mark Schlichting Tim Villhauer has done a superb job of helping me manage my IRA over the years.  He is conscientious about contacting me on a regular basis and advising me of my options when my RMD is due, and suggesting ways I may want to re-balance my portfolio.  Traci, his Senior Office Administrator, is also top notch.  She is always letting me know if forms need to be completed and if deadlines loom.  Most of all, the office is relaxed and low-key-- in sharp contrast to other financial advisor businesses that I have experienced.  Thanks, team!

Life Wellness Chiropractic Chris and his team are amazing and very fair. He helps me with both my person and business needs and makes sure that we are covered well at a fair price and when we have had to use the insurance they delivered!

Frank Marinovich Excellent follow thru & advice