Services Offered
Investment Management
Personalized management of IRAs, 401Ks, and other investment accounts to optimize growth and align with your goals.
Retirement Planning
Comprehensive strategies for retirement, including annuity reviews and long-term financial security planning.
Tax Preparation Services
Expert tax filing and planning to maximize deductions and ensure compliance with current regulations.
Financial Advisory Consultations
One-on-one sessions to address life changes, investment strategies, and financial questions with a fiduciary advisor.
Wealth Management
Holistic approach to managing assets, including estate planning and investment portfolio reviews.
Reviews
4.8(5 reviews)
Rating Distribution
5
4
4
1
3
0
2
0
1
0
C
Charles
via Google
about 1 month ago
Dealing with Arrin has been fantastic and enjoyable. 5 stars for her!!! The only issue is with the trajan client portal...issues and noone can seem to fix it.
N
Nanette “Sam” Seickvia Google
3 months ago
I had a Great and long Learning video call with Alexys. I learned quiet a bit, tool Lots of Notes!! I so Appreciate the patience and time we spent. I'm excited about this New venture for my path in life, also I feel Hope and Security, finally getting Started!! My brother, Donald Seick suggested Trajan Wealth to me, he also became part of the company. I'm so glad that he did! Thank you ALL!
K
Kelly Creasonvia Google
3 months ago
I just had my annual review of my accounts with Darrin Hansen. We reviewed my annuity and my IRAs and talked about my investment strategy. He answered all my questions and we made an appointment for my next review. I'm very comfortable with Trajan Wealth handling my accounts, especially since they are a fiduciary with my best interests in mind.
L
Lisa Marievia Google
4 months ago
Trajan is awesome. I invested two 401Ks into a single IRA that they manage and I’m up about 64% in just under two years. My financial advisor has been very helpful through life changes like moving, buying/selling homes and how to invest the proceeds, and I also have my taxes done through Trajan. There’s the obvious benefit of them being a fiduciary, so it’s in their best interest to earn money for me so that they earn and they clearly do. I’ve recommended them to several friends, because even with similar invested amounts my growth has exceeded several others. Highly recommended
D
Dennis Fetzervia Google
5 months ago
My wife Chong and I were with Ameriprise for 25 years and for last few years we were not satisfied with the service we were getting. We wanted a company that would be more personable and also we could call or see in person when we had questions. We selected Trajan Wealth and after meeting with Dan Stange we decided to join the Trajan Wealth Team.
