TRJ Financial Services

TRJ Financial Services Our Mission is to help clients prosper and pursue financial independence. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above.

Matt offers Financial and Insurance planning, and Andrea Wilcox offers Insurance planning to help you strategically plan for your future. Being independent, they can take an unbiased approach to your planning needs and build a customized plan for you. If you are planning your retirement, protecting your family from unforeseen events, planning for the passing of your estate, or a lifetime income st

rategy, we can put your interests first in developing your plan. Andrea has been in the Insurance and Financial Services industry since 2004 with a specialty in Retirement Planning, Medicare Supplements, and Social Security strategies. She carries her Life and Health Insurance License, as well as a Long-Term Care designation. Matt has been in the Insurance and Financial Services Industry since 2010 and specializes in Retirement Planning, Life Insurance and Estate Planning Strategies, Asset Management, and Business Continuity Strategies. He carries his Life, Health, and Property/Casualty Licenses, as well as his FINRA Series 7 and 66. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. TRJ Financial Services and LPL Financial are separate entities. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

Last day of voting
04/15/2026

Last day of voting

Vote for TRJ Financial Services through Wednesday, May 7th at 05:00 pm

We are pleased to announce that we have been Voted Gold for the Des Moines People's Choice Awards for:* Best Wealth Mana...
08/04/2025

We are pleased to announce that we have been Voted Gold for the Des Moines People's Choice Awards for:
* Best Wealth Management
* Best Financial Planner
* Best Insurance Agent

Thank you all for your support! We strive to continue to provide the best value for our customers.

Happy Birthday, USA! Have a safe and happy 4th, everyone!
07/04/2025

Happy Birthday, USA! Have a safe and happy 4th, everyone!

We have been nominated again for the Des Moines People's Choice Awards in several categories, looking to repeat in Finan...
04/29/2025

We have been nominated again for the Des Moines People's Choice Awards in several categories, looking to repeat in Financial Planning, Wealth Management, and Insurance Agent. Check out our custom voting link, and votes run through May 7th!

Vote for TRJ Financial Services through Wednesday, May 7th at 05:00 pm

11/11/2024
Don't forget to review your Medicare Advantage or Prescription Drug Plan for 2025 during the Annual Election Period!
10/25/2024

Don't forget to review your Medicare Advantage or Prescription Drug Plan for 2025 during the Annual Election Period!

Just takes a few minutes to find out if you have the proper amount of Life Insurance for your situation.
09/06/2024

Just takes a few minutes to find out if you have the proper amount of Life Insurance for your situation.

We are honored to be recognized and voted Best in the Des Moines' People's Choice for Financial Advisor and Wealth Manag...
08/02/2024

We are honored to be recognized and voted Best in the Des Moines' People's Choice for Financial Advisor and Wealth Manager, and Silver winner as Insurance Agent. Thank you all for your support!

Address

5335 Merle Hay Road #4
Johnston, IA
50131

Telephone

+15154165855

Website

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