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Aug 13, 2024 · Is Trajan Wealth a good company? One way to tell if a financial advisor firm is a good company is to see if it has conflicts of interest and/or any disciplinary actions against it (scroll up to see whether this firm does).
- $1.4 billion
- 1:217
- $185,238
Trajan Wealth has no legal or disciplinary matters to disclose on its SEC-filed Form ADV. As a fee-based firm, certain advisors at Trajan Wealth can receive commissions from the sale of insurance products.
- Javier Simon
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Dec 19, 2019 · Trajan Wealth reviews, contact info, quotes & FAQ. Get the full story from fellow consumers' unbiased Trajan Wealth reviews.
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Aug 17, 2023 · View customer reviews of Trajan Wealth LLC. Leave a review and share your experience with the BBB and Trajan Wealth LLC.
- 18700 N Hayden Rd Ste 470, Scottsdale, 85255-6791, AZ
- (480) 990-3300
We do comprehensive money management, including 401 (k)'s and trusts. We can give you a 2nd opinion with a complimentary consultation. Please call us at (480) 990-3300 and we'll start with a simple conversation. Trajan W., Business Employee. See question details.
- (15)
- (480) 990-3300
- 18700 N Hayden Rd Ste 470 Scottsdale, AZ 85255
- 33.656126
Nov 19, 2018 · I highly recommend Trajan Wealth in planning for financial needs. Our adviser, Mike, was friendly, knowledgeable and honest. He was very thorough and spent several hours with us. I'm sure he is a reflection of a company that will take the time to ensure clients needs are met.
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Feb 13, 2019 · Trajan Wealth consumer reviews, complaints, customer service. Customer service contacts and company information.
