About the Company
rating: 5.0
Trajan Wealth specializes in peace of mind that comes from understanding and planning for your financial future. We can help you prepare for retirement with wealth management, tax planning, and estate planning. Save time and money with advisors and estate attorneys that work together under one roof. We will dedicate the time needed to listen to your goals and educate you on the options. Speak to one of our fiduciary advisors today.
Categories
- Financial planner
- Estate planning attorney
- Investment company
Contact Information
Phone: +1 469-579-3500
Website: https://trajanwealth.com/dallas-fort-worth-financial-advisors/
Address: 550 Reserve St Suite 190, Southlake, TX 76092, United States
- Sunday: Closed
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–5 PM
- Saturday: Closed
Photos
Reviews
Review №1
Rating: 5
Loved the help we received! We worked with Brandon who was very knowledgeable and took his time with us. I feel very comfortable and know we are in good hands.
Date: a month ago
Review №2
Rating: 5
We met with Brandon and he was amazing. Helped us setup a plan and was incredibly knowledgeable and professional. I can not recommend Trajan Wealth (Brandon) enough.
Date: a month ago
Review №3
Rating: 5
Brandon was great! Looking forward to a long term relationship with Trajan!
Date: a month ago
Review №4
Rating: 5
He s a great guy, answered my questions. 100% I recommend him.
Date: a month ago
Review №5
Rating: 5
Date: a month ago
Review №6
Rating: 5
Brandon has been wondering in working with us for our investment needs. He is very thorough in our options and suggestions. This company is located in Southlake which is convenient for those who are interested in investment needs.
Date: 5 months ago
Review №7
Rating: 5
Great experience, very knowledgeable and excited to work with Trajan Wealth for a positive future. They take the time to make sure you understand everything and are interested in you, just not the financial aspect. Everyone here is absolutely positive and nice. Just a great experience!!
Date: 5 months ago
Review №8
Rating: 5
Brandon thoroughly explained everything I needed to know and then answered all my follow up questions with great in-depth knowledge. He made me feel comfortable in my decisions and confident in my future!
Date: a year ago
Review №9
Rating: 5
Great help. Gave me options and explained them well.
Date: a year ago
Review №10
Rating: 5
Brandon at Trajan is a true pro. He s helped me with multiple different lines of business and I m proud to say I m a Trajan client for life because of Brandon and his team.
Date: a year ago
Review №11
Rating: 5
Brandon Gerfen is easy to work with! I am not that trusting so for me to turn my money over is huge! He puts me at ease. What a relief to know that you are financially cared for. I truly believe that he has my best interest in mind.
Date: a year ago