Reviews
This profile includes reviews for Trajan Wealth LLC's headquarters and its corporate-owned locations. To view all corporate locations, see
Customer Review Ratings
Average of 3 Customer Reviews
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Review fromSherry T
Date: 08/17/2023
5 starsSherry T
Date: 08/17/2023
Trajan Wealth is an amazing team of professionals who are very knowledgeable in their field. I recently became a widow and found myself in need of assistance in how to best utilize my finances. My wonderful Husband of 45+ years had always taken care of everything. So, I also needed someone who was willing to understand my situation, deal with a great deal of questions, and really listen to my concerns. Even though this has been a very hard time emotionally, the entire team at Trajan Wealth, after listening to me, offered me wise counsel in how to best set up my portfolio, and walked me through each step of the process. They continue to check in with me and have become not only my wise counsel but feel like friends that I have met along the way. Every time I need a question answered they respond quickly and always take time to listen, explain, and inform me of my options. Because of Trajan Wealth team members like ***** and ***** some of the stress and pressure I had at the beginning of my new situation has become less stressful as I know they are there to assist and guide **** would recommend them to everyone as they will listen and help you establish a portfolio that is customized to meet your needs.
Trajan Wealth LLC
Date: 08/18/2023
Thank you ******.Review fromGary G
Date: 05/19/2023
1 starGary G
Date: 05/19/2023
My experience with this company is that they treat people very unethically. After being brought down for an interview, they told the recruiter, not me, that I wouldn't be moving forward because I was asking too much, yet even when provided evidence to the contrary within their own firm, they didn't care. Then weeks later they suddenly extended an offer, said you have 24 hours to accept, and then took it back anyway because I didn't accept on the spot like a beggar. Keep in mind, this place also tried to make me accept a salary less than their recruiter offered. They are absolutely dishonest and discriminatory in my opinion. I would want to work with and for a company with strong values, and who treats people with integrity and respect. There were multiple opportunities for them to correct their wrongs and resolve, and they think they are untouchable.Trajan Wealth LLC
Date: 05/22/2023
Once we determined **************** was not a good fit, we revoked the job offer before he had accepted the position. His actions afterwards have confirmed the wisdom of our decision.We wish him well.Gary G
Date: 05/22/2023
They "determined I wasn't a good fit" the week after the interview because I asked to be paid the wage they advertised, then suddenly extended an offer 4 weeks later. Apparently that was not enough time to determine **************" so they extended an offer. Further, "actions afterwards" are referring to me holding this business accountable and informing the public to my experience. It's as if they've gotten away with these actions before without consequences.Review fromCindy C
Date: 02/01/2023
5 starsWe heard about Trajan Wealth, so we decided to give them a call, set up an appointment and were very pleased with our financial advisor's knowledge and expertise. We also needed either a will or trust set up, and Trajan Wealth has helped us with that as well. Everyone we have spoken with has been very helpful. When I have had to either leave a message or send an e-mail - the response is always prompt. We have recommended Trajan Wealth to several friends and family.
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