Trajan Wealth - Alpharetta, Georgia
Address: 13010 Morris Rd Building 1, Suite 600, Alpharetta, GA 30004.
Phone: 4043904000.
Website: trajanwealth.com
Specialties: Financial planner, Estate planning attorney, Investment company.
Other points of interest: Identifies as veteran-owned, Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 8 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Trajan Wealth
⏰ Open Hours of Trajan Wealth
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–5 PM
- Saturday: Closed
- Sunday: Closed
Introduction to Trajan Wealth
Trajan Wealth, located at 13010 Morris Rd Building 1, Suite 600, Alpharetta, GA 30004, stands out as a reputable financial advisory service. Their contact number 404-390-4000 makes it easy for prospective clients to reach out. For those seeking financial guidance, Trajan Wealth offers a comprehensive range of services including financial planning, estate planning legal advice, and investment management. Their website, trajanwealth.com, provides detailed information about their services and how they can assist you.
Key Features and Services
Trajan Wealth prides itself on being veteran-owned, which adds a layer of experience and dedication to their client services. Their specialties include:
- Financial Planning: Crafting personalized financial strategies tailored to individual needs.
- Estate Planning: Ensuring your assets are managed and transferred according to your wishes, often with the legal guidance of an estate planning attorney.
- Investment Management: Offering professional investment advice to help grow your wealth.
They also boast a wheelchair accessible entrance, parking lot, and restroom, ensuring their facilities are accessible to everyone. Their office environment is designed to be comfortable, with an appointment required policy to manage their clients' time effectively. They recommend scheduling an appointment to ensure a personalized service experience.
Online and Onsite Services
Trajan Wealth offers both online and onsite services, making it convenient for clients like you to choose the mode of interaction that best suits your schedule. Whether you prefer the flexibility of online appointments or want the personal touch of an in-person meeting, Trajan Wealth accommodates your needs.
Client Testimonials and Experience
Clients have left glowing reviews, highlighting the professionalism, transparency, and comfort they felt when dealing with Trajan Wealth. A review on Google My Business states, "Dan Harmeyer was very informative and straightforward. I look forward to a long relationship with Trajan Wealth" This reflects an average opinion of 5/5, indicating exceptional client satisfaction.
Other points of interest include the availability of services for those just starting out, suggesting a commitment to guiding clients through every stage of their financial journey.
Recommendation
If you're in Alpharetta or looking to expand your financial planning horizons, Trajan Wealth is definitely worth considering. Their combination of veteran expertise, specialized services, and a client-centric approach sets them apart. To get started on your path to financial wellness, visit their website at trajanwealth.com to learn more and schedule an appointment. Don't wait to transform your financial future with Trajan Wealth's comprehensive guidance and support. Contact them today to experience their professional and stress-free service firsthand.
👍 Reviews of Trajan Wealth
