Trajan Wealth - Goodyear, Arizona

Trajan Wealth is a renowned financial planning firm that specializes in financial planning, estate planning, and investment management. They are proudly identified as a veteran-owned company, located at Address: 1616 N Litchfield Rd suite a-135, Goodyear, AZ 85395. You can easily contact them through their phone number 09903300 or visit their website at trajanwealth.com.

One of the key features of Trajan Wealth is their commitment to providing personalized financial planning services. They work closely with their clients to understand their financial goals, risk tolerance, and time horizon to develop a customized plan that meets their unique needs. Their team of experienced financial planners, estate planning attorneys, and investment professionals have the expertise to help clients navigate the complex world of finance and make informed decisions about their financial future.

In addition to their onsite services, Trajan Wealth offers online appointments, making it convenient for clients to schedule meetings from the comfort of their own homes. The firm is also wheelchair accessible, with a wheelchair accessible entrance, parking lot, and restroom. They have restroom facilities available for all clients, and appointments are recommended to ensure that clients receive the personalized attention they deserve.

According to Google My Business, Trajan Wealth has an impressive average opinion of 4.9/5 from 18 reviews. This high rating reflects the firm's commitment to providing exceptional financial planning services and building long-lasting relationships with their clients.

If you are looking for a trusted financial planning firm that can help you achieve your financial goals, Trajan Wealth is an excellent choice. With their personalized approach, experienced team, and commitment to accessibility, they are well-equipped to help you navigate the complex world of finance and make informed decisions about your financial future.

Don't hesitate to contact Trajan Wealth today through their website at trajanwealth.com to schedule an appointment and take the first step towards securing your financial future.

Reviews of Trajan Wealth

BB

5/5

Working with Laurie and Trajan Wealth was a great experience, she was always friendly and very professional. The move was seamless, her team did everything. Laurie was able to put a plan together that fit our needs specifically and not a cookie cutter approach. We would definitely recommend Laurie and the Trajan Team!

Tom Oreilly

5/5

I contacted Trajan Wealth from hearing the radio adds. The Financial advisor in my area (Goodyear)is Laurie. I made an appointment to see her and helped me with my questions on retirement strategy. I had to roll over some 401k because of retirement. I was so impressed with her and the Trajan Wealth help I asked for a plan for my other retirement account. She put together a plan for that and I am now 100% having Her and Trajan Wealth managing my retirement accounts. It was made extremely easy to do and feel I am getting great management of my retirement funds in this very uncertain times.

Scott Kern

5/5

Chris was amazing to work with. He helped educate us with all of our options and provided information to allow us to make decisions that will set us up for the future.

Cynthia Walker AZ-PHOENIX

5/5

Laurie is amazing! She explains things understandably that make sense. She had us meet with a tax expert as well for further clarification which we greatly appreciated. And we were not paid to leave this review! We did so because we had a positive experience that has given us peace of mind in the financial plan we have!

Chi

5/5

Working with Laurie and Trojan Wealth has been a great experience! They taught me how to invest Properly and how to secure my future. I appreciate all the hard work they’ve put in to me and always cared about my goals a vision . I highly recommend Laurie Turley and the Trojan Wealth team. Happy investing. Cheers!

Carl Will

5/5

Enjoyed meeting with Laurie. I learned a great deal and am encouraged about paying down our debt and growing our future!
Very professional and friendly, no high pressure; I genuinely believe they're here to help us succeed.

Shotzie Workman

5/5

I am always greeted with friendly professionalism when I meet with Laurie. Laurie quickly responds to messages I leave. We feel she gives solid financial advice. We wish we'd met her years ago!
Thank you for all you do.

Ben Ruoti

5/5

I came to Trajan Wealth for a fiduciary broker. I was matched with Laurie Turley who was both very professional and personable. She proved that Trajan wealth is “Turley” five star.