Trajan Wealth
5285 Dallas Parkway, Frisco, TX 75034
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
5285 Dallas Pkwy Suite #410, Frisco, TX 75034, United States
About the Business
Trajan Wealth is a renowned financial institution located at 5285 Dallas Parkway in Frisco, Texas, United States. Specializing in finance and legal services, Trajan Wealth offers expert advice and innovative solutions to help clients achieve their financial goals. With a team of experienced professionals, Trajan Wealth is dedicated to providing personalized and comprehensive financial planning strategies tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or protect your assets, Trajan Wealth is committed to helping you secure a prosperous financial future.
Reviews
"I love Trajan and Michael Collins is great, but what happened to our annual Thanksgiving Pies!?!?!? I looked forward to the pies!!"
"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!"
"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."
"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, it's certainly been nice having the team to keep me honest on the subjects. If you're 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. It's immediately very refreshing knowing you have a team of their experience and support helping guide your future. And doing so the right way."
"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. He's 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 "do's and don'ts"/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"
People Also Viewed
-
Tax Time9288 State Hwy 121 #350, Frisco, TX 75035, United States
-
Wellington Group5000 Eldorado Pkwy Suite #150-158, Frisco, TX 75033, United States
-
Infinity Credit and Financial Services2770 Main St #207, Frisco, TX 75034, United States
-
Solutions Tax & Bookkeeping2770 Main St, Frisco, TX 75033, United States
-
Merit Financial Advisors, LLC2801 Network Blvd # 503, Frisco, TX 75034, United States
-
Manny Gonzalez Financial Planning - Southwestern Investment Group2601 Network Blvd #101, Frisco, TX 75034, United States
-
Libertas Financial Advisors9355 John W. Elliott Dr N25, Frisco, TX 75034, United States
-
Jay Liberman - RBC Wealth Management Financial Advisor1 Cowboys Way Suite 450, Frisco, TX 75034, United States
-
Robert Straight - RBC Wealth Management Financial Advisor1 Cowboys Way Suite 450, Frisco, TX 75034, United States
-
Holli Terry - RBC Wealth Management Financial Advisor1 Cowboys Way Suite 450, Frisco, TX 75034, United States
-
Creme Wealth Team - Frisco Financial Planner2601 Network Blvd #101, Frisco, TX 75034, United States
-
Fredericks & Associates, LLC2770 Main St Suite 106, Frisco, TX 75033, United States
-
Allen Smith - RBC Wealth Management Financial Advisor1 Cowboys Way Suite 450, Frisco, TX 75034, United States
-
Merrill Lynch Financial Advisor Tyler Samuels1 Cowboys Way Suite 400, Frisco, TX 75034, United States
-
GB Financial Services, LLC5275 Town and Country Blvd #1422, Frisco, TX 75034, United States
-
Edward Jones - Financial Advisor: Catherine Jenkins255 Lebanon Rd Suite 204, Frisco, TX 75036, United States
-
Cantrill Financial Group LLC2440 Timber Ridge Dr Suite 103, Frisco, TX 75034, United States
-
Capex Consulting Group3425 Main St #235-171, Frisco, TX 75034, United States
-
MN Retirement Services2770 Main St Suite #271, Frisco, TX 75033, United States
-
O'Neill Financial Group5850 Town and Country Blvd, Frisco, TX 75034, United States
-
J&S Partners, Inc.4262 Birdseye Ln, Frisco, TX 75034, United States
People also searched for
- Financial Consulting
- Audit & Consulting
- Asset Protection
- Asset Protection Strategies
- Estate Planning
- Finances
- Financial Advisor
- Financial Goals
- Financial Planning
- Financial Security
- Inheritance Planning
- Investing For Retirement
- Investment Advice
- Investment Risk Management
- Investment Strategy
- Investments
- Investments Portfolio Management
- Investor Education
- Long Term Investing
- Prosperous Financial Future
- Retirement Planning
- Retirement Savings
- Secure Future
- Tax Planning
- Tax Planning Strategies
- Wealth Accumulation
- Wealth Creation
- Wealth Management
- Wealth Management Services
- Wealth Preservation
List of local businesses, places and services in Texas
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos