Trajan Wealth - Peoria, Arizona

Brian T.

Trajan has an excellent fiduciary for us and they have provided top notch service. We have had two advisors, Marti and Cody, and both are friendly, professional, and very knowledgeable. We are very pleased so far with Trajan Wealth.

Peter H.

Ryan gives very professional service, and is always ready to answer any questions. Trajun Wealth is a pleasure to work with.

GL M.

I have been a Trajan Wealth client for just 2 years now and I am so glad I switched over to them. They have been very helpful and kind. I speak with Ryan 2 times a year and he answers all my questions at these meetings. So thankful I made the switch. I’m not being compensated for this review.

Lee H. C.

I would like to express my family’s appreciation and gratitude for Marti Bryant and Trajan Wealth expertise in assisting us in creating a financial plan for our retirement.

We came from a large Financial group to Trajan Wealth to get personal and professional management.

Marti quickly put a plan together and a timeframe for implementation.

She also assisted in getting a Living Trust together with our assets all included.

We are so grateful to be able to enjoy our new financial positions.

Thank You Marti!

Allan L.

The Peoria office is a very warm office to start with. Chelsy is a fantastic representative for Trajan Wealth. She offers all the things water coffee and info to make your experience feel solid.
Ms. Marti Bryant, is one heck of an asset for Trajan wealth. I am not a stock Market guy and really do not understand a lot of this business, Marti took the time to explain what I wanted to know and learn. Marti always communicates with me if any changes are needed and then makes it happen.
My wife and I enjoy are meetings with her as she take the necessary time to help us understand. She has been a superstar for us. I look forward to our next meeting Thank you Trajan Wealth for giving us Marti to help us with our last journey in our retired life.
thank you
Allan Ladd

Bobby F.

I have been blessed having the "Team" of Financial Advisors at Trajan Wealth manage my Portfolio in a safe and productive manner, to make sure my investment is protected and productive. I feel very comfortable with the fact that eveytime I reach out to Trajan Wealth with a question or concern of my Portfolio, I have received top quality management advise each and eveytime. Today I spoke with Nate Haberman. Nate was professional, knowledgeable, and most important personable and understanding. Thank You Nate for the call today and Thank You to the Trajan Wealth Staff that have helped me over the years. Bobby Freeman

Lynda B.

Our advisor Marti is friendly, very knowledgeable, understands our needs and has made it a priority to help us maintain a healthy lifestyle for the entire length of our retirement.
She has been our advisor for 2 years and has diversified our profile, allowing us confidence in our financial picture.
She is always available if we have questions and is genuine in her desire grow our portfolio. We highly recommend Marti and Trajan Wealth.

Daina P.

Ryan DeVaughn is our our Fiduciary Advisor with Trajan Wealth and he is FANTASTIC. My husband and I were recently faced with some devastating health circumstances that made it necessary to make some big financial decisions. We were feeling pretty lost and Mr. DeVaughn went above and beyond to help us. He was very interested in understanding our situation, he was so supportive and compassionate. Mr. DeVaughn basically triaged our immediate concerns and long term plan. He presented a couple different courses of action we could take. He was patient and answered all my questions. I am so grateful to Mr. DeVaughn for his expertise and support to help us make sound financial decisions during the most difficult time in our lives. Thank you so much Ryan!! - Daina and Eric