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26 Oct, 2020
I went in and spoke with Chris Nowack. My inheritance needs a serious recalibration. He was kind, easy to follow, professional and the best easy going. No pressure, just there to help. How refreshing. I need their advice and did not feel intimidated. A class act.
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Kimberlee holata
02 Oct, 2020
Will shirey
21 Sep, 2020
Corbett and the team at Trajan always provide top notch customer service and financial advice resulting in confidence and peace of mind.
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Dwight kirkland
15 Sep, 2020
Quality and prompt service - beyond expectations! Every time I call them, they jump on any issues immediately. Problem resolved!
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Alisa caldwell
15 Sep, 2020
Elwin knackstedt
21 Aug, 2020
Kent and his Team were Awesome! They explained our Estate Planning Portfolio section by section, and how we were to move our assets into the trust. We feel Blessed that we can call on them anytime if we have a question or problem. A great resource for your Estate needs. Phelps Estate Planning is the best.
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Joe m
19 Aug, 2020
Kent was great to work with, very professional, friendly and knowledgeable. Very thorough with what was needed. Everyone at his office were also so nice to deal with as well. Overall a very pleasing experience, highly recommend them for all your estate needs.
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Felicia jensen
07 Aug, 2020
Kent and his office staff were exceptional! Very friendly and professional. Kent is highly knowledgeable and offers great insights to make the process painless and easy.
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Julie platt
06 Aug, 2020
Such friendly caring people. A great experience. I highly recommend families to look into this for a non complicated way to leave their estates.
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Bud rago
04 Dec, 2019
Trajan wealth has been my advisor for a number of years and has always been there for me and my wife, to make sure that our money is working for us. Jeff Junior is one of the best in the business in my opinion. If you have any questions about your retirement and or your future Investments call Trajan Wealth, they are a Fiduciary Advisor.
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David hedding
06 Nov, 2019
Rand was very patient and took the time necessary to explained everything until we fully understood it. He is very friendly, personable and extremely knowledgeable. Thanks Rand for all your help getting our retirement goals set in motion.
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Jim roberts
04 Nov, 2019
Laurie Turley is fantastic to work with. She has handled different financial related items for us throughout the years and I would recommend her to anyone. She is very diligent and knowledgeable and someone I place a lot of trust in and I have not been disappointed. You can't go wrong with Laurie.
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