Trajan Wealth | Scottsdale Headquarters - Scottsdale, Arizona

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, Toilets, Appointment required, Appointments recommended.
Opinions: This company has 95 reviews on Google My Business.
Average opinion: 4.7/5.

Location of Trajan Wealth | Scottsdale Headquarters

4809903300

Trajan Wealth, located at Scottsdale Headquarters: Address: 18700 Hayden Rd Suite 470, Scottsdale, AZ 85255, United States, is a renowned financial planning firm that offers a wide range of financial services to its clients. With a phone number: 4809903300. You can easily reach out to them for any queries or appointments.

One of the unique features of Trajan Wealth is that it identifies as a veteran-owned business. The firm has a team of experienced professionals, including financial planners, estate planning attorneys, and investment company specialists, who work together to provide customized financial solutions to its clients.

Their website: trajanwealth.com. is an excellent resource for individuals looking for financial advice. It provides comprehensive information about the firm's services, team, and approach to financial planning.

Trajan Wealth specializes in financial planning, estate planning, and investment management. They work with individuals, families, and businesses to help them achieve their financial goals. Their team of experts provides personalized financial plans that consider each client's unique circumstances, risk tolerance, and financial objectives.

The firm's Scottsdale headquarters is located in a convenient location, with wheelchair-accessible parking, entrance, and toilet facilities. They offer on-site services, including appointments, which are recommended for a more personalized experience.

Trajan Wealth has received numerous positive reviews from its clients, with a average opinion: 4.7/5. They have 95 reviews on Google My Business. These reviews reflect the firm's commitment to providing exceptional financial services and building long-lasting relationships with its clients.

Reviews of Trajan Wealth | Scottsdale Headquarters

Trajan Wealth | Scottsdale Headquarters - Scottsdale, Arizona

Theresa Bullock

5/5

We chose Trajan Wealth because of an advertisement on KTAR. We have been with them for about five years. We are very impressed with the level of service that we have received from this firm. Our advisor Tom has kept us informed and made the complicated financial world easier to understand. We highly recommend Trajan Wealth. They have exceeded our expectations. Please note, we are current clients and we were not compensated for this review.

Bob Williams

5/5

Chris Nowack made my wife and I feel like a valued part of the Trajan Family, not just an investor. We had a moderate level of funds to invest and were never treated with any seriousness by other institutions. Chris and his servicing employee Ryan Pursley made us feel like royalty. Everything was made easy for us.

I held a series 7 stock broker license at one point in my life and I’ll say this. I couldn’t hold a candle to the level of skill and success that Trajan and Chris Nowack have demonstrated.

My wife and I are THRILLED to be part of the Trajan family. And to be clear we leave this review of our own volition. We were not compensated to do this. But in life you do the right thing. That means recognizing the people who do right by you and go the extra mile.

Rick Reitz

5/5

Arrin is awesome. She took the time to answer all our questions and gave us a clear understanding of expectations for the future

Sherry Tuttle

5/5

The entire team at Trajan Wealth are extremely professional, knowledgeable in their field and willing to listen to their client while taking time to educate them along the way. I recently became a Widow. My wonderful Husband of 45+ years always took care of everything. Quickly I found myself in need of financial guidance as well as a better understanding of the world of finances. From the very first meeting on I was assisted by a team who very willingly listened to me, answered all of my questions, and took time to explain every scenario to me prior to me making any decision. They continue to check on me and offer explanations and advice along the way. If it had not been for team members like Ruben and Arrin I would not be as confident as I am today in the decisions that I have made. I recommend them to anyone, as they will always listen, advise, and make certain that the portfolio they assemble for you is the best one that meets your every need.

AZ Geek

5/5

I recently moved my retirement portfolio over to Trajan Wealth and am very happy with the professionalism, attention to detail, and customer-first attitude of all the staff that I have interacted with. My advisor, Christopher Johnson, has been fantastic to work with and I am really glad to have him as a fiduciary looking out for me and my family's well being.

rob phillips

1/5

My advisor was dishonest and sold me a product that was nothing we agreed on. Would not invest a dollar with Trajan Wealth.
Just a follow up to my earlier review regarding Trajan wealth business practices… I spoke with the person in charge of compliance at Trajan wealth.
We discussed the role of a fiduciary, and he said he was very much aware of what fiduciary means. However, when I discussed a discrepancy in what my Trajan Wealth agent and I agreed to and what I received was very different. The compliance director was very blunt and told me “We have your signature”

Fiduciary is a legally defined term. Fiduciaries are expected to exercise a duty of care and a duty of loyalty to clients, and as a result, are “held to the highest standard of conduct.” Fiduciaries have a bond of trust with another person (called the beneficiary or principal) and have a legal obligation to act for the beneficiary’s benefit – not their own.

Clearly not in my case.

There are a lot of TRUE fiduciaries in the Scottsdale area.

Robert Deike

5/5

Chris was excelente in giving me all the right information. To put my retirement plan i to play!!!

Will Solares

5/5

From the moment I walked in today I was treated with care and respect. Carol the receptionist greeted me and talked a bit about life as I waited for my appointment. My meeting was with Corbett LaDuke. Corbett was great to deal with, he answered all my questions, was very understanding of my limited knowledge of the topics we discussed, and ended our meeting with positivity and respect once we wrapped up our time. I highly recommend Trajan, the company really seems to care about each individual client.