Trajan Wealth
About the Business
Trajan Wealth is a reputable financial institution located at 3303 East Baseline Road in Gilbert, Arizona, United States. Specializing in finance and legal services, Trajan Wealth offers expert advice and guidance to clients seeking to grow and protect their wealth. With a team of experienced professionals, the institution provides personalized solutions tailored to meet the unique needs and goals of each individual. Whether you are looking to invest wisely, plan for retirement, or navigate complex legal matters, Trajan Wealth is committed to helping you achieve financial success and security.
Photos
Location & Phone number
3303 E Baseline Rd Suite #101, Gilbert, AZ 85234, United States
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
Reviews
"Corbett has made this experience such a pleasant learning experience for my husband and myself. Sitting down with someone who is so passionate about what they do and so knowledgeable about all the different possibilities is so impowering. Corbett has already tought us so much and we have only just begun. From the time you walk into the beautiful office in Gilbert they treat you with such class. Offering you something to drink and just being so pleasant. Very pleased with this staff"
"Trajan Wealth, Overall experience has been exceptional! From the professional and kind greeting at the reception desk, to the professionalism from our Fiduciary Advisor, Nathan Faerber, CFP®, CWS®. There is something daunting about sharing your financial everything with people, but more over, trusting them with handling your assets as well. It's scary! However, after our initial meeting and understanding more of what our goals are and how to achieve them, we left with a sense of comfort as to what could lay ahead. We felt that we had made a wise decision in choosing, Nathan Faerber as our advisor and Trajan Wealth as the company to handle our investments going forward. Nathan, is very professional, straight forward he is interested in listening to our needs and has no problems guiding us to a positive solution. So far, every aspect of our new relationship with Nathan has been excellent. We look forward to what the possibilities could bring and a growing relation not only with Nathan, but with other members of the Trajan Wealth teem. We have had an excellent experience with everyone we have been in contact with at Trajan Wealth! Outstanding job to all. Thank you. JH/KH"
"Steve Harper spent 1-1/2 hours with me on my initial 1-hour consultation. I had a ton of questions related to retirement decisions and Steve answered them clearly and concisely, providing extremely valuable insight into my financial choices, well beyond what I expected from an initial consultation. He was very low pressure and is extremely well informed on financial options. I will definitely be using Steve and Trajan for my financial planning needs."
"My husband and I met with Steve Harper and were absolutely blown away by his kindness, professionalism, knowledge and outstanding willingness to give us great advise and guidance. From this first meeting, we could see that Steve truly cares and has a great passion for helping people. This was such a pleasant, positive and greatly appreciated experience!!!"
"My daughter and I visited with Steven Harper and we had a great experience. Steven made us feel so welcome. I read their values at the office, and I was happy I made the right decision to meet with them. Steven provided answers we needed for us to ensure we are making the right decisions with our 401ks, the best way to save and grow our money when we are ready for retirement. There is no pressure from Trajan wealth. And you can beat a free appointment for the amount of information we received. Thank you Steven Harper and Trajan Wealth."
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