By David K on August 20, 2026 Verified by Google

Christine and I reviewed our plans and forecast with Blaire today under different scenarios. Blaire was patient, knowledgeable and personable. She built our confidence that we will be OK in the future based on our finances and plans and in the ability of Trajan to help us meet our goals.
I strongly recommend her and the rest of the team at Trajan wealth.
A very satisfied partner

By Doug Happyone on April 9, 2026 Verified by Google

Team followed up with us today and the experience was top-notch. Professional, knowledgeable and “spot on” with the info we required to make a sound decision. A+

By Ron Gilbert on January 11, 2026 Verified by Google

I am working with Darrin Hansen. In a recent quarterly meeting, he took the time to explain Trajan Wealth strategy for my account, answer all of my questions, and make recommendations for other services I may need. It was cordial and conversational. I am extremely pleased with his service.

By Allen Timmer on July 30, 2025 Verified by Google

It was great learning from and working with Mr. Reilly and look forward to going further to prepare for my future in retirement.

By Sue Ellen Mott on February 3, 2023 Verified by Google

First, I am a Trajan client and this is a fully voluntary retelling of my experience with Trajan. I made some really bad financial decisions in 2014 that over the years caused me to have many sleepless nights worrying about what was happening with my life's savings in an annuity that clearly was not growing my assets. I had been hearing advertisements on the radio for Trajan feduciary services. I was interested in their free review of my current annuity, so I called the number provided and made an appointment at their Sugar Land office. The difference in the knowledge, information, and advice that I have received from Trajan - and undrestood - is like night and day. My advisor, Liem Hoang, is very knowledgeable, personable, and is always available to me. He helps me clearly understand my options so that I can make the best choices for my situation. I am so happy with Liem and the services provided by Trajan that I brought my daughter to him and now she too is a Trajan client! That is trust. I no longer have sleepless nights worrying about my financial future because my assets are being managed through all the ups and downs by folks who know their stuff. I am part of the Trajan family, and that feels good.