Trajan Wealth
240 East Promontory, Farmington, UT 84025
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Trajan Wealth is a leading finance and legal institution located at 240 East Promontory in Farmington, Utah, United States. With a team of experienced financial advisors and lawyers, Trajan Wealth offers comprehensive wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Trajan Wealth provides personalized solutions tailored to your individual needs. Trust Trajan Wealth to guide you towards a secure financial future.
Reviews
"Steve Woodhead was wonderful and so helpful in educating us and setting us up for our future! Would definitely recommend Trajan wealth."
"My husband and I have been working with Steve Woodhead at Trajan wealth to secure our retirement funds. He did a wonderful job making us feel secure and we look forward to the future with Trajan managing our retirement funds."
"Trevor is very thorough and explained in language that I could follow, ideas and different strategies that could help me attain my retirement financial goals.He was very upfront, and made sure I understood possibilities, and gave me great advice, he got me pumped up to get things going.thank you very much Trajan Wealth, I will recommend them to my friends."
"Current client, not compensated. Steve and the whole Trajen team was so helpful and efficient rolling over 401ks from past jobs. Highly reccomend!"
"We had a great experience with Trajan Wealth! Trevor helped us with our retirement investments and estate planning. He took time to explain everything on our level and put our money where it would most benefit us for retirement. We were a little overwhelmed with getting things in order. We loved that we could compose our trust and will, as well as organize our accounts for retirement in one place. Trevor is there for us whenever we have questions. Thankyou!"
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