Trajan Wealth,

5285 Dallas Parkway, Frisco, TX 75034

"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"