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Business Profile

Financial Planning Consultants

Trajan Wealth LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(480) 990-3300Write a Review

About

Overview

Trajan Wealth LLC

18700 N Hayden Rd Ste 470

Scottsdale, AZ 85255-6791

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Find a Location

Trajan Wealth LLC has 17 locations, listed below.

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

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    BBB Accreditation & Rating

    Trajan Wealth LLC is BBB Accredited.

    BBB accredited business seal

    This business has committed to upholding the BBB Standards for Trust.

    Why choose a BBB Accredited Business?

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    About This Business

    This business offers retirement preparation with custom wealth management solutions. 

    BBB Accredited Since: 3/5/2012

    Years in Business: 15

    Products and Services

    - Money Management, - Income Planning and Annuities, - Wills and Trusts, - 401k Planning, - High Yield Savings, - Legacy Planning, Estate Planning Attorney, Estate Planning Management, 401k Plans, 401k Rollovers, Annuities, Asset Protection Planning, Business Legacy Planning, Custom Portfolio Design, Elder Law, Estate Planning, Estate Tax Planning, Income Planning, Life Insurance, Living Trusts, Private Equity Investing, Retirement Planning, Savings Account, Small Business Services, Tax Planning, Wealth Management

    Photos and Videos

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    Business Details

    Local BBB:
    BBB, Pacific SW
    BBB File Opened:
    2/29/2012
    Business Started:
    12/15/2010
    Business Incorporated:
    12/15/2010
    Type of Entity:
    Limited Liability Company (LLC)
    Alternate Names:
    Trajan ® Wealth Insurance Solutions
    Business Management:
    Mr. Jeff Junior, CEO/Owner
    Ms. Brenda Junior, COO
    Ms. Tami C Hampshire, CMO
    Ms. Robin Flynn, Marketing Specialist
    Mr. John DeMarco, CCO

    Additional Contact Information

    Principal Contacts
    Mr. Jeff Junior, CEO/Owner
    Ms. Brenda Junior, COO
    Ms. Tami C Hampshire, CMO
    Ms. Robin Flynn, Marketing Specialist
    Customer Contacts
    Ms. Brenda Junior, COO
    Ms. Robin Flynn, Marketing Specialist
    Mr. John DeMarco, CCO
    Fax numbers
    Primary Fax: (480) 534-1941
    Additional Phone Numbers
    Other Phone: (800) 838-3079
    Social Media

    Licensing information

    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

    Additional Information

    Other Resources
    Arizona Department of Insurance and Financial Institutions (DIFI)
    2910 N. 44th Street, Ste. 210
    Phoenix AZ 85018
    Phone Number: (602) 364-2499
    Fax Number: (602) 364-2505
    http://www.azinsurance.gov
    [email protected]
    Arizona Supreme Court
    1501 W. Washington Street, #104
    Phoenix AZ 85007
    Phone Number: (602) 452-3300
    http://www.azcourts.gov
    State Bar Of Arizona
    4201 N. 24th Street, Ste. 100
    Phoenix AZ 85016
    Phone Number: (602) 252-4804
    Fax Number: (602- 271-4930
    http://www.azbar.org
    Business Categories
    Financial Planning Consultants, Financial Services, Retirement Planning Services, Estate Planning Attorneys, Estate Planning and Management, Annuities, Fiduciary, Wealth Management

    Latest Reviews

    • Sherry T

      "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." ... Read full review

    View all Reviews

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