Trajan Wealth

Review №1

Rating: 5

Unparalleled service from Trajan, could not ask for more. Retirment, multiple trusts and additional corporate asset protection, our lives are complicated I am thankful I found Trajan Wealth and Kent Phelps, highly recommend....MW

Date: a week ago

Review №2

Rating: 3

I really didn t want to have to write a review but hopefully my honesty of my experience will help some soul from the same. I had been introduced to the firm via a dinner invite and signed up for a consult. After discussing MY desires of tax benefits, anonymity, shielding from debtors, and probate avoidance, I was given inappropriate advice. I was straight up advised to name my (revocable) trust after my own name. As if this helped with any time of anonymity. And it was explained to me (by a lawyer that was excused/ left ) that naming it something else would cause issues with funding my trust. I m not the professional on trusts and estate law but that s what I would expect from a lawyer that considers estate law his niche. Well, let me tell you. After I consulted with others, I went back to Trajan only to find this lawyer was gone so I got matched up with another lawyer from the firm via Zoom, as he lived in AZ. I discussed this issue with the new lawyer who then said it was about $400-500 to change the name of my trust and redo it! Imagine my reaction learning I needed to pay MORE to correct bad advice from THEIR lawyers. I m not going to name names but I do remember who they are. It s not like someone writes up the trust by hand at this point; it s a template. You fill certain parts and it copies and populates into the necessary areas. Other than that, having to get wet signatures and the documents notarized (which is like about 20 notarized pages). THAT S NOT ALL. For a firm that states they have been on the industry for generations etc, you would expect more depth of knowledge from the firm overall. Why did they not offer me a non grantor irrevocable trust given all I told was my concern?! Makes me think and feel they don t know how to properly structure one OR they just wanted an easy sale and to spit out a copy and paste sale and move it along. I go to Pilates a few doors down and almost every time I try to swing by, the doors are locked and no one seems to be inside. I get we are mostly work from home these days still. If you just want basic probate avoidance, this place is fine. But if you want someone with a depth of knowledge in estate and trust law, my experience with Trajan has not shown me that in the interactions I ve had, sadly. Three stars because the office is clean and nice and so is the staff but nice doesn t always translate into someone who can hear your needs and desires and be able to optimally execute them.

Date: a week ago

Review №3

Rating: 5

Great investment advice with very low pressure and options I did not see with other investment firms.

Date: a month ago

Review №4

Rating: 5

Extremely attentive service. Our first meeting to set everything up was very informative. The advisor that met with us, was very specific and actually listened to what we wanted and where we wanted to go. 100% satisfied.

Date: 3 months ago

Review №5

Rating: 5

I love Trajan and Michael Collins is great, but what happened to our annual Thanksgiving Pies!?!?!? I looked forward to the pies!!

Date: 10 months ago

Review №6

Rating: 5

Date: a year ago

Review №7

Rating: 5

Michael Collins got me on the right tracks for my future retirement plans. Excellent agent to work with me.

Date: a year ago

Review №8

Rating: 5

Date: a year ago

Review №9

Rating: 5

Excellent, personalized service, friendly staff/advisors, and great returns! The in-house partnership for estate planning is also seamless and extremely helpful.

Date: a year ago

Review №10

Rating: 5

Trajan Wealth is the real deal. Our advisor, Steve Shivley, ask questions and then directed us to a variety of ways to allow us to have peace of mind in our retirement years. Their professionalism and fianacial knowledge is five star as well. I highly recommend Trajan Wealth and Steve Shivley.

Date: a year ago

Review №11

Rating: 5

Trajan was referred to me by a longtime friend who did his research on financial advisors and raved about Trajan. So I felt comfortable reaching out to them after that and was put in contact with Steve Shelvey in the Frisco location but also offices in McKinney which was great! He was very patient with me starting this new process of investing as I was very nervous for my first meeting. But he was very easy to talk to and I felt at ease with him. I know I made a very good decision going with Trajan after meeting with him!

Date: a year ago

Review №12

Rating: 5

Very informative meeting with Brandon regarding Annuities, an investment tool we wanted to add to balance our portfolio.

Date: a year ago

Review №13

Rating: 5

Brandon was great. Taught us a lot.

Date: a year ago

Review №14

Rating: 5

Steve and team have been extremely helpful in guiding us on our financial health journey. Presents all options. Not just selling what they get paid most on. Excellent experience.

Date: a year ago

Review №15

Rating: 5

Date: a year ago

Review №16

Rating: 5

Working with Brandon has been so seamless. He made everything easy to understand and quickly set a plan and expectations for our journey. Looking forward to working with Brandon for many years to come.

Date: a year ago

Review №17

Rating: 5

Chose to meet with this firm after comparing them online to other fiduciaries. Met with Michael at the Frisco, TX location, and decided to move forward with them as my financial advisor thereafter. Michael was very transparent, walked me through all of their strategies over 2 meetings before we ever opened an official account. The team made the transfers very seamless in getting started. Michael has since followed up on a cadence to keep me informed of market trends. Whereas I still have more to do in terms of planning with both Portfolio & Estate, its certainly been nice having the team to keep me honest on the subjects. If youre anything like me and allow things like financial planning get away from you, I recommend taking the time to set an appointment with the team at Trajan Wealth. Its immediately very refreshing knowing you have a team of their experience and support helping guide your future. And doing so the right way.

Date: a year ago

Review №18

Rating: 5

Worked with Steven Shelvey at the Frisco location to figure out an investment strategy for our family and future. Having never invested before we have been truly amazed and grateful at the educational approach the Trajan team has taken with us. They demystified the concept of the investment and we truly feel we understand what we are doing. Thanks Steve and the Trajan team!

Date: a year ago

Review №19

Rating: 5

After years with another service provider with less than desirable results, my Wife and I went with Michael Collins, Trajan Wealth about 4 months ago. Love their we win only if you win approach to doing business. Mike listened to our retirement goals and put together a plan that we are very happy with. Hes a wealth of knowledge & Information, confident and very professional. In addition to the sound plan he has on, he shared with us information about Social Security dos and donts/how to maximize our benefits that we had no idea about and probably would have made the wrong decision if we had not talked to him. Highly recommend Michale and Trajan Wealth. Tom & Donna

Date: a year ago

Review №20

Rating: 5

Michael Collins is great. Put me at ease explaining how they can grow my retirement. Very knowledgeable.

Date: a year ago

Review №21

Rating: 5

Brandon at Trajan was extremely helpful. I left with the peace of mind that I have a plan for my future.

Date: a year ago

Review №22

Rating: 5

Excellent service and all information straight forward and detailed!!

Date: a year ago

Review №23

Rating: 5

Great people who respond quickly and always have time to answer client questions - the folks at Trajan Wealth provide best in class service

Date: a year ago

Review №24

Rating: 5

I really appreciate working with Michael Collins and Trajan Wealth. Highly respect the insights into the markets and investment decisions. And Michael is always accessible for my questions.

Date: a year ago

Review №25

Rating: 5

Friendly and professional. Great information.

Date: a year ago