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Trajan Wealth has been instrumental in preparing us for retirement. Our financial planner always listens to our ideas and concerns, then we make a plan together that ensures we are positioned correctly when it comes to market fluctuations. We also used their estate planning services.
- Leadership
Brenda comes to Trajan Wealth with a background in the...
- TW-DSD-401k
You have a few options with a direct rollover: 401(k) into...
- Locations
Locations - Your Fiduciary and Partner for Wealth Management...
- Contact Us
New HQ Address as of 4/29/24 18700 North Hayden Rd, Suite...
- Education
Education - Your Fiduciary and Partner for Wealth Management...
- Why Trajan
Why Trajan - Your Fiduciary and Partner for Wealth...
- Retirement Planning
Retirement Planning - Your Fiduciary and Partner for Wealth...
- Annuities
Annuities - Your Fiduciary and Partner for Wealth Management...
- Income Planning
Income Planning - Your Fiduciary and Partner for Wealth...
- Jeff Junior
Jeff’s story is not complete without covering Trajan...
- Leadership
Client Requests. Use the form below for general requests. Please note we cannot update or modify your account/investments through this form. For urgent requests, please call 1 (800) 799-3320. Please do not send any confidential information to us on this form. “*” indicated required fields.
About Trajan. As an independent registered investment advisory firm, Trajan Wealth is devoted to providing individuals in or approaching retirement with targeted asset management to help protect, maintain, and grow their financial portfolios. In addition, we partner with independent attorneys who focus exclusively on estate planning law.
Jul 3, 2024 · Trajan Wealth Review. Written by investor.com. July 03, 2024. Trajan Wealth, registered in 2015, serves 32 state (s) with a licensed staff of 34 advisors. Trajan Wealth manages $1.4 billion and provides investment advisory services for 7,371 clients (1:217 advisor/client ratio).
- $1.4 billion
- 1:217
- $185,238
Trajan Wealth began operations in 2010 under the name Valley Financial Wealth Management LLC. It changed to its current name in 2011. Jeffrey B. Junior is the firm’s sole owner, and he has been active in the financial services industry for more than two decades.
- Javier Simon
Dec 19, 2019 · Trajan Wealth is an independent financial services company dedicated to helping investors make sense of their current and future financial lives. As a Registered Investment Advisor, they have the experience, knowledge, and dedication needed to help clients in all stages of planning navigate the ever-changing economic landscape.
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Trajan Wealth helps our clients prepare for retirement with custom wealth management solutions. As Registered Investment Advisors, we have the experience and knowledge to help navigate the ever ...
