All I wanted was to talk with someone regarding my portfolio. Obnoxious person answering phone wanted SO much information before he or anyone else would talk to me. Guess they only talk to the...
Trajan Wealth - Austin
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13809 Research Blvd Ste 500
Austin, TX 78750
Trajan Wealth, based in Austin, TX, is a veteran-led fiduciary advisory firm committed to providing client-first wealth management across all stages of life. The firm specializes in comprehensive financial services, including custom portfolio design, retirement planning, estate planning, and tax strategies, ensuring tailored solutions that align with individual goals.
Dedicated to transparency and education, Trajan Wealth fosters a respectful environment where clients are empowered to make informed decisions about their financial futures. Their team prioritizes building long-term relationships by offering expert guidance and a personalized approach to wealth protection and growth.
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