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Trajan Wealth | Scottsdale Headquarters
Des conseils financiers fiduciaires et personnalisés à Scottsdale.
4.8(5 avis)
Lawyer
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Des conseils financiers fiduciaires et personnalisés à Scottsdale.
Trajan Wealth | Scottsdale Headquarters propose une planification financière fiduciaire, une gestion d'investissements (IRA et 401(k)s) et des services fiscaux, basés à Scottsdale. Situé au 18700 Hayden Rd, Suite 470, il offre un accès en personne et des revues régulières pour aider les clients à naviguer à travers les changements de vie et la planification de la retraite. Les avis mettent en évidence des conseils fiduciaires, un service personnalisé et des conseillers attentifs et accessibles.
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Gestion personnalisée des IRA, 401(k) et autres comptes d'investissement afin d'optimiser la croissance et de les aligner sur vos objectifs.
Stratégies complètes pour la retraite, y compris l'examen des rentes et la planification de la sécurité financière à long terme.
Préparation et planification fiscales expertes pour maximiser les déductions et garantir la conformité avec les règlements en vigueur.
Sessions individuelles pour aborder les changements de vie, les stratégies d'investissement et les questions financières avec un conseiller fiduciaire.
Approche holistique de la gestion des actifs, y compris la planification successorale et la revue du portefeuille d'investissement.
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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