Wells Fargo Advisors - Oak Harbor (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.

Shawn Green Tasha Nelson and her team are very thorough and professional. They offer service packages that are budget friendly and for a small business, or family, it is nice to have options. If you are looking for an accounting firm, and have questions, give them a call and schedule a sit down.

Sean Locke Trutinas team is fantastic! When my spouse and I were faced with large bill from a doctors visit due to insurance coverage claiming a preventative visit was Out-of-Network (when the provider was deemed In-Network prior to our visit) the insurance attempted to charge us with a maximal balance. Trutina was so helpful in speaking with the company and fighting for us in the end to ensure we were not charged the balance. We are so grateful for their follow through and cant recommend their honest business practice enough. Thank You Trutina Team!

Rachel Goodwin I have used 4 or so different advisors in the Portland area and Ben is by far the best. I feel like Ben genuinely wants to make me money. Super low fees for the work he puts in.

Glen Allen Ive had the pleasure of working with Pia Meyer at Edward Jones Investing for over two decades. Throughout these years, Pia has consistently demonstrated exceptional professionalism combined with a friendly and easy-going demeanor. Her ability to listen and truly hear my concerns and goals has been invaluable. Pias thoughtful and personalized approach to investing has made me feel confident and well-supported in my financial journey. I highly recommend Pia Meyer for anyone seeking a dedicated and personable financial advisor

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.