TRJ Financial is an independent financial services firm based in Plymouth, Minnesota, led by key advisors including Matt Wilcox (President) and Andrea Wilcox (Vice President). The firm provides a comprehensive suite of financial planning and wealth management services, including retirement planning, investment management, insurance, and estate planning. They operate as independent advisors but offer securities and advisory services through Raymond James Financial Services, Inc., a major national broker-dealer. This structure allows them to provide personalized, small-firm service while leveraging the resources and platform of a large financial institution.

Founded in

United States