About the Company
rating: 4.8
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: +1 346-371-3330
Website: https://trajanwealth.com/houston-financial-advisors/
Address: 2245 Texas Dr #300, Sugar Land, TX 77478, United States
- 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
- Sunday: Closed
Photos
Reviews
Review №1
Rating: 5
Absolutely amazing service! Mr lien Hoang was very attentive and helpful Explaining every detail of the process for our financial investment!! Keep up the great work!! Thanks.
Date: a year ago
Review №2
Rating: 5
Liem explained things clearly to me and was very helpful. Looking forward to working with him.
Date: a year ago
Review №3
Rating: 4
What a great experience honest but doesn t tell you or give you false expectations
Date: a year ago
Review №4
Rating: 5
Liem is very knowledgeable and explains very well. Has made my transition very easy! Would recommend him definitely.
Date: a year ago
Review №5
Rating: 5
Liam Houng is always accessible and knowledgeable.
Date: a year ago
Review №6
Rating: 5
First, I am a Trajan client and this is a fully voluntary retelling of my experience with Trajan. I made some really bad financial decisions in 2014 that over the years caused me to have many sleepless nights worrying about what was happening with my lifes savings in an annuity that clearly was not growing my assets. I had been hearing advertisements on the radio for Trajan feduciary services. I was interested in their free review of my current annuity, so I called the number provided and made an appointment at their Sugar Land office. The difference in the knowledge, information, and advice that I have received from Trajan - and undrestood - is like night and day. My advisor, Liem Hoang, is very knowledgeable, personable, and is always available to me. He helps me clearly understand my options so that I can make the best choices for my situation. I am so happy with Liem and the services provided by Trajan that I brought my daughter to him and now she too is a Trajan client! That is trust. I no longer have sleepless nights worrying about my financial future because my assets are being managed through all the ups and downs by folks who know their stuff. I am part of the Trajan family, and that feels good.
Date: a year ago