Edward Jones - Financial Advisor: Tim Villhauer - Bellingham (WA)

Busky Gogo Heritage Burlington branch stepped up and provided me with a small business loan where none of the 6 other banks I had visited gave me the time of day. I have since sold the business and paid off the loan in full but my experience with them for the 7 years we were in business was all positive. Being a first time business owner I had many questions and they were always very willing to answer them and guided me through the process all the way. I now use the Anacortes branch for personal use and have had good experiences with them as well.

Ann Dingwall Ken and his team are great! Very attentive and always has the time to talk and explain. Ken does a great job explaining investments so that its easy to understand for those that are new to financial management and investing. I am thankful to have his help and guidance.

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.

Carmita Barnes The best of the best people work here! Such an amazing crew!

karen gorzela John is a knowledgeable, competent and thorough accountant. He preplans for established clients and takes the time to explain, review and update software, answer questions, and review records with you as part of his annual consultation. He is efficient and since taking me on as a client 7 years ago, has taught me a great deal and has my business taxes ready within a week at an affordable rate. I highly recommend John Baker.