Trajan Wealth

I recommend checking these guys out, especially Steve Harper; he is always my go to. He has never hesitated to answer a quick question or more complicated items. He explains all of the W’s in a way I can understand. Very professional.

Thank you, Trajan and Steve!!

I recommend checking these guys out, especially Steve Harper; he is always my go to. He has never hesitated to answer a quick question or more complicated items. He explains all of the W’s in a way I can understand. Very professional.

Thank you, Trajan and Steve!!

If only I could give zero stars. *** called me after receiving my information through the *** SmartVestor program. He asked me questions about our investments and promptly set up an appt for my husband and I to meet with ***. He confirmed the information via email and gave us directions to their office and told us that a later appt means we may need to call to have them unlock the door but *** will be there. Not only did we waste our time because nobody showed up to our appt, but when we called to find out what happened, I was placed on hold and then hung up on. We really enjoyed waiting outside the office on a snowy evening. Then *** called me to tell me I must have misunderstood because "that was a phone call meeting, not an in-person." Despite that being a lie, of course, we didn't get a phone call from *** at our appt time either. So choose whichever version you would like, they failed at either and both. This disrespect for our time is appalling and I would recommend that all other people considering Trajan Wealth look elsewhere.

If only I could give zero stars. *** called me after receiving my information through the *** SmartVestor program. He asked me questions about our investments and promptly set up an appt for my husband and I to meet with ***. He confirmed the information via email and gave us directions to their office and told us that a later appt means we may need to call to have them unlock the door but *** will be there. Not only did we waste our time because nobody showed up to our appt, but when we called to find out what happened, I was placed on hold and then hung up on. We really enjoyed waiting outside the office on a snowy evening. Then *** called me to tell me I must have misunderstood because "that was a phone call meeting, not an in-person." Despite that being a lie, of course, we didn't get a phone call from *** at our appt time either. So choose whichever version you would like, they failed at either and both. This disrespect for our time is appalling and I would recommend that all other people considering Trajan Wealth look elsewhere.