Trajan Wealth Management

Trajan Wealth approaches wealth management by looking at a longer time horizon and incorporates the economic cycle into the tactical considerations of your investments. As an independent registered investment advisory RIA 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.

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As an independent registered investment advisory RIA firm Trajan Wealth is devoted to providing individuals in or approaching retirement with targeted asset.

Trajan wealth management. I did a lot of research and spoke to several large investment firms from across the US. Over the past 2-years the company has grown tremendously and has added 4 new offices and 36 new employees. 1 review of Trajan Wealth - Tucson Unfortunately for the Fiduciaries Meaningless Term used by every Financial Advisor in town who advertises on the Radio as much as Mr.

Please note we cannot update or modify your accountinvestments through this form. Trajan Wealth is a registered investment advisory RIA firm devoted to providing individuals in or approaching retirement with targeted asset management to protect maintain and grow their financial portfolios. This firm has 32 employees of which 13 are employees in advisory roles.

Trajan Wealth LLC Response. Securities and Exchange Commission status is listed as Approved with a registration. Trajan Wealth was founded by Jeff Junior who has spent nearly two decades in the financial services profession helping individuals and couples in or nearing retirement better understand and prepare for the challenges associated with the ever-changing financial landscape.

Trajan Wealth is a fantastic place to work. After years of Trajan Wealth referring clients to estate attorneys the wealth management firm with nearly 700 million in assets under management can now keep the bulk of a clients estate. Arizona AUM 65373683500 Last Form ADV Filed.

One of the best Financial Services Finance business at 3134 N Swan Rd Tucson AZ 85712. 3 reviews of Trajan Wealth - Gilbert Over a decade ago I met Steve and Rand Harper and after several intense visits where I wanted to be sure I was comfortable with what I was aiming to do I included the Harpers in my planning process. Use the form below for general requests.

The firm was formed as a limited. As busy as Jeff is he takes the time to get to know. Trajan Wealth - Gilbert has updated their hours and services.

Please allow up to 48 hours for a response. Our services include - Money Management - Income Planning and Annuities - Wills and Trusts - Tax Planning Strategy - 401k Planning - Insurance - High Yield. Trajan Wealth manages 6537 million and provides investment advisory services for 2927 clients 1173 advisorclient ratio.

Junior at Trojan Wealth does at Trajan Wealth after One Year of Having my Annuity that gives 15 dividend of the investment up front and is. We specialize in wealth management retirement planning and estate planning and can offer a wide range of services including annuities small business retirement. Trajan Wealth LLC offers financial planning services portfolio management for individuals and small businesses selection of other advisers and educational seminars.

22 customer reviews of Trajan Wealth. We help our clients prepare for retirement with custom wealth management solutions and estate planning. It is an AZ Limited Liability Company.

Trajan Wealth registered in 2015 serves 14 states with a licensed staff of 17 advisors. The firms last reported SEC US. Securities and Exchange Commission.

The number of clients served by it is unknown. Trajan Wealth specializes in peace of mind. Find Reviews Ratings Directions Business Hours Contact Information and book online appointment.

Trajan Wealth - Tucson has updated their hours and services. 8 reviews of Trajan Wealth When I retired from the Corporate world I was faced with the dilemma of what to do with my 401k. 2019 List of Fastest-Growing Advisors Trajan Wealth LLC.

Trajan Wealth LLC is legally known as TRAJAN WEALTH LLC. We have offices in Arizona Oklahoma Utah and Texas. He took the time to meet with me in three separate meetings to understand my situation and what I hoped.

In addition to vast client management experience he brings with him the Certified Financial Planner CFP and Certified Wealth Strategist CWS designations. A former Marine Corp veteran he holds his Series 65 and Life Health licenses. Firm Details for TRAJAN WEALTH LLC Location.

Took their advice and am quite content that I did. As an independent registered investment advisory RIA 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. Trajan Wealth LLC.

Advisory Business Firm Description Trajan Wealth LLC TW or Advisor is based in Scottsdale Arizona. By aligning more stable asset classes to be the cornerstone of your portfolio we prevent surprises or serious disruption to your long-term planning goals. Before joining Trajan Wealth he spent over 22 years at Charles Schwab Company managing over 400 clients.

We dedicate the time needed to listen to your. JUNIOR JEFFREY BRENT MCGREEVY. TW is a Registered Investment Adviser registered with and subject to the rules and regulations of the US.

For urgent requests please call 1 800 799-3320. Listened to their advice. None of the firms 4584 clients are regarded as high-net-worth individuals who are defined as investors who have greater than 1 million in investable assets.

Contact Client PORTFOLIO MANAGEMENT. I remained undecided until I met Jeff Junior Founder and CEO of Trajan Wealth. The CEO - Jeff Junior truly cares about his employees and has created a positive environment for all to learn and grow with the company.

We specialize in wealth management annuities life insurance tax planning and more.

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