Trajan Wealth 3567 East Sunrise Drive, Catalina Foothills, AZ 85718
About the Business
Trajan Wealth is a leading financial institution located at 3567 East Sunrise Drive in Catalina Foothills, Arizona. Specializing in wealth management and financial planning, Trajan Wealth offers expert advice and services to help clients achieve their financial goals. With a team of experienced financial advisors and lawyers, Trajan Wealth provides personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Trajan Wealth is dedicated to helping you secure a prosperous financial future.
Photos
Location & Phone number
3567 E Sunrise Dr #133b, Catalina Foothills, AZ 85718, 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
"I’m a fairly new client of Trajan Wealth. I came to them to open an IRA. So far, my experience has been great. Onboarding has been very easy and they have explained things very well!"
"Chris made my meetings stress free. He treated me with the upmost respect and kindness. I will happily recommend him to friends family etc"
"from the very first phone call to Trajan Wealth my experience has been exceptional, the first person i spoke with ask a few questions and set up an appointment with Ruben Angulo in Tucson, i have to say this was a big step for me i am very conservative when it comes to money matters, from the first meeting with Ruben and his team i was made to feel very comfortable, they were genuinely interested in MY questions, and concerns about looking towards retirement, i met with Ruben 3 times, in which he laid out a very easy plan (for me to understand) to show me how and when i can retire and still build wealth, most important at an age i can still enjoy it! i know i have drowned Ruben and his team with questions, they have always got back to me and answered these question ASAP! i have recommended Ruben Angulo and Trajan Wealth to other family member and friends that will be contacting him after the new year! thank you Ruben."
"Planning for my retirement was exceptional. Details brought to help exceptional. Overall we are able to retire when we wanted. Awesome experience, highly recommend."
"If we could give Chris six stars we would. With his outstanding qualifications he still remains humble and chooses to help people like us. We will sleep a lot better. Thank you trajan wealth."
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