Maclean Wealth Planning - Tacoma (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.

J H I started with inherited funds in a ML branch in Idaho; that branch sucked. Then I transferred all accounts to a ML branch in Federal Way; that branch was awesome. Then the Federal Way branch was merged with the Tacoma branch. (It is my understanding that almost all of the ML employees from the Federal Way branch quit shortly after the merger.) I haven’t asked much of the Tacoma branch - keep my funds where they are and make disbursements when I request. They have failed on the disbursements. The previous disbursement took far longer than it should have - they had cash on hand for several business days before they initiated a transferred to my bank - only after several of my voicemails inquiring about the status of the disbursement, and they never called back to give me any status reports. And, that disbursement was in the wrong amount: I asked for X gross and Y net after taxes; I got Y gross and Z net after taxes. The current disbursement appears to be headed in the same direction. I called and asked for a disbursement (Day 1); the following business day they sold some investments to have enough cash (Day 2); two business days to settle (Day3-4). Cash is on hand. It is now business Day 10 and still no indication of a pending transfer to my bank. I’m counting business days - not weekends or holidays. This time I’m not calling to inquire - I want to see how long they forget to do their job. And, if they aren’t doing the simple task of disbursements, what else aren’t they doing?

Claire Beszhak I’ve just recently starting to explore long-term financial planning, and the team at West Invest has been incredible. They’ve walked me through every step with so much patience. Thanks to them I feel like I have a solid roadmap. Highly, highly recommend!

Rick McCollum RBC mishandled my retirement savings causing me to lose thousands. Even now an account held by them is frozen with no explaination or prediction of when it will become available.

Joshua Oliphant Steal people

Barbara Richenberg Matthew & Rebecca Meyers with Ignite Financial are wonderful. I could not ask for 2 nicer/smarter Financial planners. I have known them over 3 years & they are excellent. I appreciate their service.

Zach Lecomte Had to get my tags replaced. Staff were knowledgeable, friendly and I didnt even have to wait.

Jennifer McCully Kathy is an exceptional branch manager. I always feel well-cared for whenever I come into this branch.