UBS Financial Services Inc. - Tacoma (WA)

Nick DeSantis Ive been with Brighton Jones for over 20 years. Never once have I second guessed my choice. My concerns and portfolio are handled with such care and transparency. I trust my team explicitly with my financial well-being. It has never been a "one plan fits all" approach...they listen and carefully tailor their plans and advice to what my specific goals and concerns are. I feel like they are always there 24/7 if I need them and could not be more comfortable with my choice.

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.

Rita DePoule I am so thankful to having found this company when I did. After I retired I was worried about how to handle all my retirement investments. John Switzer was very helpful and patient with me through the process. I just finished the annual review and Im sure is would not be in as good of a financial position if he/they werent working with me. Especially during this Covid19 experience!

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.