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Trajan Wealth
Votre partenaire de confiance pour une planification financière personnalisée et une gestion de patrimoine à Tucson.
5(5 avis)
Lawyer
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Votre partenaire de confiance pour une planification financière personnalisée et une gestion de patrimoine à Tucson.
Trajan Wealth est une société de conseil financier de premier plan basée à Tucson, en Arizona, spécialisée dans la planification de la retraite, la gestion des investissements et la planification successorale. Avec une équipe de conseillers expérimentés tels que Nate, Chris Johnson, Darrin Hanson et Jagger Colarossi, elle propose des stratégies sur mesure pour aider ses clients à atteindre leurs objectifs financiers. Connue pour son approche calme et professionnelle et son service client exceptionnel, Trajan Wealth offre une tranquillité d'esprit en faisant fructifier l'argent pour répondre à leurs besoins actuels et à leur retraite.
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Des stratégies personnalisées pour vous aider à préparer une retraite sûre et confortable, y compris la gestion de vos comptes et la planification de vos revenus.
Gestion de portefeuille professionnelle et conseils en investissement pour faire croître votre patrimoine et naviguer efficacement sur les fluctuations du marché.
Des services complets pour protéger vos actifs et veiller à ce que votre héritage soit géré selon vos souhaits.
Planification financière holistique qui intègre tous les aspects de vos finances pour le succès et la stabilité à long terme.
Conseil personnalisé et plans d'action pour vous aider à comprendre et atteindre vos objectifs financiers, même si vous débutez en investissement.
Nate is awesome! He always gives such great advice with a calm and understanding attitude. Even when the “climate” is changing, Nate give us a peace of mind regarding our investments and retirement accounts. If you are not using Trajan, you should at least look into their services and consider letting them make your money work for you now and into retirement.
We recently moved to Arizona and we were looking for a local financial advisor and we met with Christopher Johnson and Darrin Hanson at Trajan Wells. After speaking with them, we moved all of our financial assets to Trajan Wells. Working with Chris and Darrin was an exceedingly great experience and we would recommend them to anyone looking for a financial advisor.
I have been with Trajan wealth for just over 2 yrs and I would highly recommend them to anyone, especially if you’re wondering how to start planning for retirement or feel like you don’t know anything about finances. Chris Johnson sat down with me on day one, asked about my goals, and explained everything in a way that made me feel comfortable. At our recent check in, he updated me regarding the returns over the last couple of years which was a great surprise. They took better care of my money than I did. We also put together an action plan to keep me accountable and on track with my goals. If they can help me, they can literally help anyone.
I have been working with Trajan Wealth for about 9 years, using their financial and retirement planning, wealth management and estate-planning services. Working with Arrin and the Trajan Team gave me the confidence to retire at age 65. Everyone I've dealt with along the way has been personable and professional. I cannot recommend Trajan enough!
Being new to the financial planning arena, we were very nervous turning our money over to someone else to manage. When we first went into Trajan Wealth and met with Chris Johnson, we immediately felt comfortable. He explained everything to us and gave us time to think about our decisions. We never felt pressured or rushed to make decisions. Once we made the decision to move forward, he set us up with our Portfolio Manager, Jagger Colarossi. Jagger has not only kept in touch with us on a regular basis, but has answered all of our crazy questions with no hesitation and has made himself available to us at any time. He has even agreed to conference call with our accountant in case there are any questions regarding taxes. With the market the way it is, it has been a huge stress reliever to let somebody else do the monitoring of the market and placing our money where they think it is best for us. So far I have been very impressed with Trajan Wealth. Working with Chris Johnson and Jagger Colarossi has been a positive experience. Now come on market...work your magic!!
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