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Trajan Wealth | Scottsdale Headquarters
Treuhänderische, persönliche Finanzberatung in Scottsdale.
4.8(5 Bewertungen)
Lawyer
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Treuhänderische, persönliche Finanzberatung in Scottsdale.
Trajan Wealth | Scottsdale Headquarters bietet treuhänderische Finanzplanung, Vermögensverwaltung (IRAs, 401(k)s) und Steuerdienstleistungen mit Sitz in Scottsdale. Gelegen in 18700 Hayden Rd, Suite 470, bietet es persönlichen Vor-Ort-Zugang und fortlaufende Überprüfungen, um Kunden bei Lebensveränderungen und der Ruhestandsplanung zu unterstützen. Bewertungen heben treuhänderische Beratung, persönlichen Service und aufmerksame, zugängliche Berater hervor.
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Personalisierte Verwaltung von IRAs, 401(k)s und anderen Anlagekonten, um das Wachstum zu optimieren und mit Ihren Zielen in Einklang zu bringen.
Umfassende Strategien für den Ruhestand, einschließlich der Überprüfung von Rentenversicherungen und der Planung der langfristigen finanziellen Sicherheit.
Fachkundige Steuererklärungs- und Planungsdienstleistungen, um Abzüge zu maximieren und die Einhaltung der aktuellen Vorschriften sicherzustellen.
Individuelle Beratungsgespräche, um Lebensveränderungen, Anlagestrategien und finanzielle Fragen mit einem treuhänderischen Berater zu besprechen.
Ganzheitlicher Ansatz zur Verwaltung von Vermögenswerten, einschließlich Nachlassplanung und Überprüfung des Anlageportfolios.
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.
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!
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.
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
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.
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