Trajan Wealth - Gilbert, Arizona

Trajan Wealth is a highly regarded financial advisory firm that specializes in financial planning, estate planning, and investment management. With a strong reputation for excellence, Trajan Wealth is an ideal choice for those seeking expert guidance on their financial journey.

Located at Address: 3303 E Baseline Rd Suite #101, Gilbert, AZ 85234, Trajan Wealth is easily accessible and conveniently located for clients in the Phoenix area. The firm can be reached by phone at Phone: 09903300 or through their website at Website: trajanwealth.com.

One of the unique features of Trajan Wealth is its identification as a veteran-owned business. This sets the firm apart from many of its competitors and demonstrates its commitment to supporting the veteran community.

Trajan Wealth offers a wide range of services, including financial planning, estate planning, and investment management. The firm's team of experienced financial advisors and estate planning attorneys are dedicated to helping clients achieve their financial goals and secure their financial future.

The firm's other points of interest include online appointments, onsite services, wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom. These features ensure that all clients have equal access to the firm's services and can feel comfortable and welcome when visiting the office.

With Appointment required, Appointments recommended, clients can be assured of personalized attention and expert guidance. The firm's restroom facilities are also available for all clients to use.

According to Opinions: This company has 25 reviews on Google My Business, Trajan Wealth has received outstanding reviews from its clients, with an impressive Average opinion: 5/5. This is a testament to the firm's commitment to providing exceptional service and delivering results for its clients.

Reviews of Trajan Wealth

Lynda Bejarano

5/5

My husband and I have been with Trajan Wealth for 4 years. Our financial advisors helped us to ease into a comfortable retirement. They took time to share their knowledge about our options and were truly concerned with investing in our best interests. Our advisor meets with us quarterly, keeping us up-to-date on our investments. He also is concerned about our lives, helping us to reach our goals and our potential in retirement. We are so happy with our advisor. We have advised friends and family who were looking for an advisor to meet with Trajan.

Chris Thompson

5/5

Excellent customer service from everyone at Trajan. The radio ads were spot on, they have "the hearts of teachers" and really do care about their clients "peace of mind", especially Nate H. He explains things in away that the average person can understand, without feeling bewildered or overwhelmed. Every time we finish our annual reviews with him, my wife and I have a better understanding of our financial future and a greater appreciation of the choice we made to partner with Trajan!!

John Moore

5/5

Definitely exemplify the true meaning of fiduciary. I’ve been nothing but pleased with the portfolio management, continued education, and most importantly communication. I couldn’t speak more highly of this company. Very pleased we switched over. Thank you Nathan and Sam!

Jeff Lundgren

5/5

My adviser (Jen Bennett) is very professional and super easy to work with. I am also pleased with their approach and performance.

ernie serrano

5/5

Chris was very professional and spent the time explaining everything in detail. I would highly recommend Chris and Trajan Wealth to anyone looking to invest or thinking of a retirement plan.

michele hinkle

5/5

Amazing experience with Corbett LaDuke today!! Love the pic of him with Brady!! Thank you Brady for steering me in the right direction! Love KUPD and HMS!!!!

Thom Palmer

5/5

Great organization. I always fell like they have my best interest at heart. Extremely happy with my portfolio results.

Deborah Martinez

5/5

Corbett has made this experience such a pleasant learning experience for my husband and myself. Sitting down with someone who is so passionate about what they do and so knowledgeable about all the different possibilities is so impowering. Corbett has already tought us so much and we have only just begun.
From the time you walk into the beautiful office in Gilbert they treat you with such class. Offering you something to drink and just being so pleasant. Very pleased with this staff