Trajan Wealth | Scottsdale Headquarters - Scottsdale, Arizona

Trajan Wealth is a reputable financial advisor located in Scottsdale, Arizona. The company specializes in financial planning, estate planning, and investment management services. With a strong focus on customer satisfaction, Trajan Wealth has built a reputation as a reliable and trustworthy provider in the financial industry.

Address: 18700 Hayden Rd Suite 470, Scottsdale, AZ 85255, United States.

Phone: 4809903300.

Website: trajanwealth.com.

Specialties: Financial planner, Estate planning attorney, Investment company.

Other points of interest: Identifies as veteran-owned, Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.

Opinions: This company has 111 reviews on Google My Business.

Average opinion: 4.7/5.

Trajan Wealth is known for its excellent customer service and personalized approach to financial planning. Many clients have praised the team's professionalism and dedication to their clients' financial wellbeing. The company's expertise in estate planning and investment management has been particularly valuable for individuals and families seeking to secure their financial future.

Some of the company's features include online appointments, on-site services, and wheelchair accessibility. This makes it easy for clients to access the services they need while ensuring that all individuals, including those with disabilities, can fully benefit from the company's offerings.

In addition to its exceptional services, Trajan Wealth is proud to identify as a veteran-owned company. This adds an additional layer of trust and credibility for those seeking financial advice, especially within the military community.

Overall, Trajan Wealth is a top choice for those in need of financial planning and investment services in Scottsdale. With its strong reputation, high-quality services, and commitment to customer satisfaction, the company is well-positioned to continue serving its clients and helping them achieve their financial goals.

👍 Reviews of Trajan Wealth | Scottsdale Headquarters

KD

5/5

Tom is outstanding and constantly reaches out to determine if my retirement plans have changed. As a 10+ year customer, my long term average has been great. Jeff originally took me on and made it extremely easy and painless to consolidate 401K plans. I’m not at all surprised at Trajan’s growth, with the professionalism and service they’ve always delivered for me. Having grown up in a military family, I also value Trajan’s support for veterans.

William C.

5/5

I have been with Trajan Wealth for about 10 years and love the team. I appreciate that they always take time to answer questions and explain everything in layman’s terms. I am confident with our investment strategy that has put us in an excellent position as we start retirement. Jennifer and Phillip have been excellent to work with.

Barbara C.

5/5

I had my annual review with Phillip today, and updated my financial plan, since my lifestyle has significantly changed since starting with Trajan six years ago.
After our conversation ,I have a good action plan for the next 12 months and look forward to talking again in August at our next scheduled appointment.
He convinced me to complete the first step and changing my financial habits.
The credit card is now cut!
Thank you,
Barb Collins

Rick I.

5/5

My experience with Trajan wealth has been a great. From the staff from top to bottom has always felt welcome at their offices, my advisor Justin Junker has been there for me when ever I need his assistance he is there without question. He regularly checks with me for updates and and has helped me so much with my financial goals.

Terri S.

5/5

We have been clients of Trajan Wealth for a few years now and really impressed with the communication and service. Cody takes really good care of us and is always available to help with questions we have. We feel very confident about our investments and the advice provided to help us succeed with our money.

charles P.

5/5

I use Trajan wealth. They did a Great Deal for me. Jeff worked with me personally and he is very knowledgeable about annuities. I highly recommend this company. I would definitely recommend for your retirement needs.

Jenn D.

5/5

Jagger was so easy to talk to and he explained everything with great detail! I really appreciate how he listened and answered every question and concern, and then followed up immediately with the tools requested and changes to our retirement plan. He’s a fantastic addition to Trajan Wealth!! Thank you Jagger!!!

Leah T.

5/5

We love working with Trajan Wealth. Our advisors explain things well and we've been pleased with the results. We highly recommend working with them!