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Trajan Wealth

3567 E. Sunrise Dr. Suite #133B, Tucson, Arizona, United States, 85718

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Trajan Wealth Reviews (%countItem)

I recommend checking these guys out, especially Steve Harper; he is always my go to. He has never hesitated to answer a quick question or more complicated items. He explains all of the W’s in a way I can understand. Very professional.

Thank you, Trajan and Steve!!

I recommend checking these guys out, especially Steve Harper; he is always my go to. He has never hesitated to answer a quick question or more complicated items. He explains all of the W’s in a way I can understand. Very professional.

Thank you, Trajan and Steve!!

If only I could give zero stars. *** called me after receiving my information through the *** SmartVestor program. He asked me questions about our investments and promptly set up an appt for my husband and I to meet with ***. He confirmed the information via email and gave us directions to their office and told us that a later appt means we may need to call to have them unlock the door but *** will be there. Not only did we waste our time because nobody showed up to our appt, but when we called to find out what happened, I was placed on hold and then hung up on. We really enjoyed waiting outside the office on a snowy evening. Then *** called me to tell me I must have misunderstood because "that was a phone call meeting, not an in-person." Despite that being a lie, of course, we didn't get a phone call from *** at our appt time either. So choose whichever version you would like, they failed at either and both. This disrespect for our time is appalling and I would recommend that all other people considering Trajan Wealth look elsewhere.

Trajan Wealth Response • Feb 13, 2019

This review was sent prior to our follow up and reconciliation with this client. Our agent had a miscommunication regarding a phone or "in person" appointment. Our owner reached out to her, personally reviewed her experience and sent her a gift certificate which she gladly accepted as our apology for our customer service issue. We believe this client would gladly remove this complaint as it was quickly resolved to the best of our ability.

If only I could give zero stars. *** called me after receiving my information through the *** SmartVestor program. He asked me questions about our investments and promptly set up an appt for my husband and I to meet with ***. He confirmed the information via email and gave us directions to their office and told us that a later appt means we may need to call to have them unlock the door but *** will be there. Not only did we waste our time because nobody showed up to our appt, but when we called to find out what happened, I was placed on hold and then hung up on. We really enjoyed waiting outside the office on a snowy evening. Then *** called me to tell me I must have misunderstood because "that was a phone call meeting, not an in-person." Despite that being a lie, of course, we didn't get a phone call from *** at our appt time either. So choose whichever version you would like, they failed at either and both. This disrespect for our time is appalling and I would recommend that all other people considering Trajan Wealth look elsewhere.

Trajan Wealth Response • Feb 13, 2019

This review was sent prior to our follow up and reconciliation with this client. Our agent had a miscommunication regarding a phone or "in person" appointment. Our owner reached out to her, personally reviewed her experience and sent her a gift certificate which she gladly accepted as our apology for our customer service issue. We believe this client would gladly remove this complaint as it was quickly resolved to the best of our ability.

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Address: 3567 E. Sunrise Dr. Suite #133B, Tucson, Arizona, United States, 85718

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