Denise G.
8/26/2020
We've been clients of Trajan Wealth since 2009. We had a very detailed meeting and together figured out the best course of action for the time. Fast forward to 2020 times are changing and we have...
Trajan Wealth
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16150 N Arrowhead Fountains Center Dr Ste 245 Fl 2
Peoria, AZ 85382
Trajan Wealth, based in Peoria, AZ, is a veteran-led fiduciary advisory firm dedicated to providing personalized financial guidance tailored to individual goals and timelines. With an emphasis on transparency and education, the firm offers a comprehensive suite of services including wealth management, estate planning, and retirement income strategies.
Committed to acting in the best interest of their clients, Trajan Wealth's advisors prioritize building long-term relationships over mere transactions. Their team supports clients in navigating complex financial landscapes while safeguarding their assets and future earning potential.
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4.52 reviews
April G.
10/4/2023
I went here thinking I was going to an appointment to discuss setting up a will or trust. I was greeting politely and asked if I would like a beverage. I declined and waited for my appointment. I...
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