Reviews

Chris was excelente in giving me all the right information. To put my retirement plan i to play!!!

Chris Nowack made my wife and I feel like a valued part of the Trajan Family, not just an investor. We had a moderate level of funds to invest and were never treated with any seriousness by other institutions. Chris and his servicing employee Ryan Pursley made us feel like royalty. Everything was made easy for us. I held a series 7 stock broker license at one point in my life and I’ll say this. I couldn’t hold a candle to the level of skill and success that Trajan and Chris Nowack have demonstrated. My wife and I are THRILLED to be part of the Trajan family. And to be clear we leave this review of our own volition. We were not compensated to do this. But in life you do the right thing. That means recognizing the people who do right by you and go the extra mile.

Excellent, personalized service, friendly staff/advisors, and great returns! The in-house partnership for estate planning is also seamless and extremely helpful.

From the moment I walked in today I was treated with care and respect. Carol the receptionist greeted me and talked a bit about life as I waited for my appointment. My meeting was with Corbett LaDuke. Corbett was great to deal with, he answered all my questions, was very understanding of my limited knowledge of the topics we discussed, and ended our meeting with positivity and respect once we wrapped up our time. I highly recommend Trajan, the company really seems to care about each individual client.

A very professional group of people whose first priority is their clients.

I recently moved my retirement to Trajan Wealth. Steven Shelvey handled all of the logistics and brought everything together quickly and effortlessly on my part. His colleagues were quick to follow up and assist with any questions I may have had. I was not compensated for this review.

About 4 years ago we moved our retirement account to Trajan Wealth we were looking for growth and income. With us it’s about trust with our life savings. Our advisor is very knowledgeable and helpful in our decision making. I never write a review until I see results first. We are glad we made the move And no we not pd. For this review

Great introductory and secondary meeting with Mike Wilson. Very thorough explanation and extremely educational. Definitely put my mind at ease. As a Veteran myself, I was drawn by the military lineage here at Trajan.

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Knowledgeable staff, very helpful.

Disappointing