Trajan Wealth - Frisco (TX)

5 /5 Christopher Molina: Arrin Simpson is absolutely phenomenal, we love having her assist us in our financial planning.

5 /5 Andrea Koerner: Trajan Wealth has been doing an excellent job managing our portfolio and helping us plan for our future. Their guidance has given us peace of mind and confidence in our retirement plans. Jagger Colarossi is especially great to work with, he’s knowledgeable, patient, and always takes the time to answer all our questions. He’s truly given us hope for a secure and comfortable retirement. Highly recommend Trajan Wealth and Jagger to anyone looking for trusted financial advice.

5 /5 MonaKay Valentine: I’m a current Trajan client who just had an amazingly productive phone meeting with Dominick! He carefully reviewed my current strategy (with me) and recommended some excellent changes that would bring increased earnings to my portfolio. YES! He provided spot-on answers to all my crazy random questions. I’m not an investment aficionado, so some of the lingo is a bit confusing to me. Dominick took time to explain everything. I feel so much smarter now. :-) Thank you, thank you, Dominick!! Trajan has been a godsend for me. From day-one, I found a friendly welcoming group of professionals who sincerely wanted to make my money grow. Love that! They seem to be one big happy (cohesive effective) family. I’m in Texas; most of them are in Phoenix. But I feel like they’re just next door and accessible whenever I need them. Cheers Y’all!

5 /5 Michele Harrigan: We have been with Trajan Wealth for 7 years and we are very happy with them. We always learn something new when we meet with our advisor, Arrin. Our account has done very well and we were happy to find out we could update our Will and Trust with Trajan. It’s great to have everything in the same place. I have called a few times and someone always answers the phone, which is unusual these days. There are 2 other couples in the community we live in that are clients. There are over 1300 homes in our Wickenburg Ranch community and we often have presentations at our event center regarding various services. It may be beneficial to have someone do a presentation here.

5 /5 Ginger Adams: We have been pleased with Trajan Wealth in the past. We had a meeting with Nate Haberman who is our account manager and were totally happy with his way of explaining strategy, more in depth discussion of our future plans and his overall manner of creating an open dialog. My husband & I felt more educated and on top of our investments when we ended our meeting. I / we highly recommend Trajan Wealth and Nate.