Trajan Wealth | Scottsdale Headquarters - Scottsdale, Arizona

Trajan Wealth | Scottsdale Headquarters

Trajan Wealth is a highly regarded financial planning and investment firm located in Scottsdale, Arizona. With a veteran-owned business model and a team of experienced professionals, including financial planners and estate planning attorneys, Trajan Wealth offers comprehensive financial solutions to help individuals and families achieve their long-term financial goals. Their headquarters, situated at 18700 Hayden Rd Suite 470, Scottsdale, AZ 85255, United States, provides a convenient location for clients to meet with their advisors and access a range of on-site services.

Key Services and Offerings

• Financial planning and investment management
• Estate planning and wealth preservation
• Tax planning and strategies
• Retirement planning and distribution strategies

Accessibility and Convenience

Trajan Wealth understands the importance of accessibility and convenience in today's fast-paced world. To accommodate clients, they offer online appointment scheduling, ensuring that individuals can meet with their advisors at a time that suits them best. The Scottsdale headquarters is also equipped with wheelchair-accessible facilities, including parking, entrance, and restroom facilities, making it easy for all clients to access the services they need.

Client Reviews and Testimonials

Trajan Wealth has earned a stellar reputation among its clients, with an impressive 111 reviews on Google My Business and an average rating of 4.7 out of 5 stars. Clients consistently praise the firm's professionalism, personalized service, and effective strategies for achieving their financial goals. Many clients have expressed their appreciation for the firm's commitment to supporting veterans, a core value of the owner and the company.

One client noted, '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.' Another client mentioned, '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.'

Contact Information

For those interested in learning more about Trajan Wealth's services or scheduling a consultation, the firm can be reached by phone at 4809903300 or through their website at trajanwealth.com. With their commitment to excellence, personalized service, and dedication to helping clients achieve their financial goals, Trajan Wealth is an excellent choice for anyone seeking a trusted financial advisor in the Scottsdale area.

👍 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!