Trajan Wealth

"Trajan has been great to Help us get organized and hopefully get us the highest return we can get. Trevor is a great representative."

"I had a great experience with Trajan Wealth. Steve was a great resource and even gave me an education in the process. Thank you Steve and thank you Trajan Wealth (Jeff), the 5 P's!"

"We chose Trajan Wealth after listening to many radio Trajan advertisements. We have been working with our advisor, Trevor Stauffer, for a little over a year now. Trevor has always provided excellent service and outstanding financial knowledge, is very courteous, responsive and is always sporting a smile. If only we had contacted Trevor and Trajan Wealth sooner! If you think you need financial advisement, don't wait, call Trajan and ask for Trevor Stauffer!"

"I met with Trevor Stauffer a fiduciary advisor at their Farmington location. I chose their firm because I was referred to them from a family member. When Trevor explained what it is that they do, he made it very simple and clear, and easy to understand, as we went over the many options and services that they provide, it was simple for me to make clear choices sensible choices for my situation. I. Trevor exceeded my expectations with his depth of knowledge and ease in his explaining, and making it sensible and understandable. I have three children that I am going to make an appointment with Trevor so they can get started on their financial journey. I as a current client would highly recommend Trajan wealth and any of there employees all whom I have dealt with over the phone or in person I’ve been fantastic."

"Checked out Trajan wealth because of a radio ad, and have become a happy client. Steve has been great to work with, helping my Mom and I get a handle on her retirement portfolio. He has been great at listening to my Mom's needs and explaining options to her in simple terms as well as getting in the weeds with me about the nitty gritty of complex seeming investments. Their client-centric fiduciary approach has been a breath of fresh air and we have felt seen and heard even as a financial small fish compared to others. Looking forward to seeing the fees we were paying with our previous investment group turn in to growth instead."