Business Profile
Fiduciary
Trajan Wealth, LLCThis business is NOT BBB Accredited.
Find BBB Accredited Businesses in Fiduciary.
About
Overview
BBB Accreditation & Rating
Trajan Wealth, LLC is NOT a BBB Accredited Business.
To become accredited, a business must agree to BBB Standards for Trust and pass BBB's vetting process.
Why choose a BBB Accredited Business?BBB Rating
A+Reasons for rating
- Customer Reviews are not used in the calculation of the BBB Letter Grade Rating.
About This Business
Years in Business: 12
Products and Services
Retirement Income Planning, Annuities , Wills and Trusts , Life Insurance , Tax Planning , High Yield Savings, Money Management , Legacy Planning
Business Details
- Local BBB:
- BBB Serving Southern Arizona
- BBB File Opened:
- 2/26/2018
- Business Started:
- 12/14/2012
- Business Started Locally:
- 2/19/2018
- Business Incorporated:
- 12/14/2012
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management:
- Mr. Jeff Junior, CEO/Owner
Additional Contact Information
- Principal Contacts
- Mr. Jeff Junior, CEO/Owner
- Customer Contacts
- Ms. Brenda Junior, Operations Officer
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
2910 N 44th St Ste 210
Phoenix AZ 85018
Phone Number: (800) 325-2548
https://insurance.az.gov - AZ Corporation Commission - Securities
1300 W Washington
Phoenix AZ 85007
Phone Number: (866) 837-4399
www.cc.state.az.us/Divisions/Securities
[email protected] - State Bar of Arizona
270 N Church Ave
Tucson AZ 85701
Phone Number: (866) 482-9227
www.azbar.org
[email protected]
Latest Reviews
Edward D
"********************* has been patient, informative and extremely helpful in transitioning me from my former broker to Trajan Wealth. It's not an easy decision leaving one financial institution to go to another and trust is always an issue." ... Read full review