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Trajan Wealth

7702 E Doubletree Ranch Rd Ste 100, Scottsdale, Arizona, United States, 85258-2157

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Trajan Wealth Reviews (%countItem)

Trajan Wealth has been nothing but kind and considerate always offering exceptional service and expert advise. Corbett LaDuke at the Scottsdale office went above and beyond to help me get back on track. I can guarantee Trajan Wealth and the all employees are looking out for my best interest. Not everyone is a fiduciary looking out for the best interest of the client. Thank you for all you do and continue to do Trajan Wealth and Corbett LaDuke!

It was easy and a joy to work with Trajan Wealth and Tim L

Working with Steve H in Gilbert office! He has very helpful and informative in helping set up and manage my retirement funds ! He is very friendly and doesn’t hesitate to provide me with all the information I need to move forward with my all my retirement planning needs. Strongly recommended to anyone looking for financial advice!

My wife and I met with Rand *** at Trajan's Gilbert location to review our finances and discuss strategy going forward. He went above and beyond to not only advise us on a future path, but also explained his reasoning. Looking forward to working with him and Trajan for the long haul.

I now work with Steve and Rand Harper in the Trajan Wealth office located at 3303 E Baseline Rd Ste 101 Gilbert, AZ 85234-2739. They're tops in my view. They've produced!
I've successfully dealt with Steve and his brother Rand for over a decade now and have been thoroughly satisfied. The Harpers have carefully taken their time to understand my needs and the needs of my family and have carefully selected extremely satisfactory avenues for placement of funds. I've met with Steve at his new office and the facility is comfortable and office pleasant and discussions pertinent and meaningful.
Steve has gone above and beyond and over the years he's proven himself to be not only an advisor but a friend, as well. Steve and Rand have proven themselves to be knowledgeable, honest, reliable and accurate! Looking for an opinion, advice, suggestions? I recommend Steve and Rand Harper at Trajan Wealth.. .

My husband and I were introduced to, Steve ***, our financial guide several years ago. We have never looked back. He is knowledgeable, presented himself with confidence, honest, and most of all personable. Many thanks to his guidance, we have been able to live a good life, as we approach those elder years.
*** and

I highly recommend Trajan Wealth in planning for financial needs. Our adviser, Mike, was friendly, knowledgeable and honest. He was very thorough and spent several hours with us. I'm sure he is a reflection of a company that will take the time to ensure clients needs are met.

Trajan Wealth Response • Nov 19, 2018

Thank you, Laura.

I was referred to Trajan Wealth by Dave Ramsey (finance guru). I met with Corbett to discuss investment options. He was competent, polite, and informative about what Trajan Wealth provides. I love how he answered my questions and provided a great educational experience at every meeting. I am very pleased with the service I have received and would recommend anyone interested in investing to contact them for information.

Trajan Wealth Response • May 19, 2018

Thank you Deborah for the review. We sincerely appreciate you. Our organization works hard to ensure your experience is positive. Thank you - we sincerely appreciate you.

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Address: 7702 E Doubletree Ranch Rd Ste 100, Scottsdale, Arizona, United States, 85258-2157

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+1 (480) 534-1941

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