TRJ Financial Services

TRJ Financial Services is a financial planner in Johnston, IA, serving individuals and families with personalized financial strategies. The firm specializes in retirement planning, estate planning, investment management, and insurance solutions, guided by a client-centered approach that emphasizes transparency, communication, and tailored financial goals. Founded by Matt and Andrea Wilcox, the firm is independent, allowing for customized portfolio solutions that align with each client’s unique risk tolerance and life objectives. Serving clients throughout Johnston and the surrounding Des Moines area, TRJ Financial Services holds a perfect 5.00 rating based on customer reviews, reflecting strong client satisfaction and trust.

The firm emphasizes a collaborative process rooted in listening and clarity. Matt Wilcox, an Iowa native and graduate of Iowa State University, brings over 18 years of experience in financial services and mortgage lending, focusing on treating clients like family and translating financial assets into meaningful life outcomes. Andrea Wilcox, with over 19 years in financial services and insurance, supports clients with expertise in life, health, and annuity products. Their planning tool provides clients with a private dashboard to track investment performance and explore different financial scenarios, ensuring full transparency and informed decision-making.

Located on Merle Hay Road, TRJ Financial Services sits just a short walk from Beaver Creek and Ray Schleihs Park, with Prairie Point Crossing Park and Doctors Now Walk-In Care clinic also within a half-mile radius. The office is situated near the intersection of Merle Hay Road and the adjacent main road, placing it in a well-connected area of Johnston.

With a perfect customer rating and a foundation built on personal relationships and clear communication, TRJ Financial Services stands out in the local financial planning landscape. The firm is recognized as a Des Moines People’s Choice winner, a testament to its reputation for integrity and client-focused service.

In Johnston, TRJ Financial Services is a trusted name for those seeking clear, personal guidance to secure their financial future.