Address: 7702 E Doubletree Ranch Rd #100, Scottsdale, AZ 85258, USA
Phone: +14809903300
Sunday: Closed
Monday: 8AM–5PM
Tuesday: 8AM–5PM
Wednesday: 8AM–5PM
Thursday: 8AM–5PM
Friday: 8AM–5PM
Saturday: Closed
Jeff James
Knowledgeable staff, very helpful.
Barry Allen
Disappointing
T Kolb
This company needs to re-evaluate their definition of a "fiduciary". They aren't even close. We had our money with a Tucson advisor and had difficulty getting returned calls about transferring money in, and when my husband expressed our frustrations to Jeff Junior he was told "we aren't at your beckon call", and when my husband shared our dissatisfaction with their handling of our accounts, Jeff Junior had his "team" move our money from the institutional side to the retail side where there was no one to monitor that money, and did so WITHOUT CONFIRMING WHO WE WERE. We could have been anyone claiming to be us. When my husband questioned the handling of our accounts and advised that maybe they go about their process a little differently, Jeff Junior stated "don't tell me how to run my business, EFF you, Jeff, and you should be CELEBRATING because we no longer control your money". Do you want this "fiduciary" to handle your money? I would hope not. SADLY IN JEFF JUNIOR'S REBUTTAL HE ADDRESSES NONE OF THE WORDS SPOKEN FROM HIS MOUTH....MULTIPLE PEOPLE HEARD THE CONVERSATION IN THE MIDDLE OF A DEPARTMENT STORE.....HE IS RIGHT AND HIS FORMER CLIENTS ARE WRONG. I DON'T THINK SO.
Lois Kashey
I would highly recommend Marti Bryant and her staff at Trajan Wealth.
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Morning Paul. We typically recommend rolling it over into an IRA. This will often diversify your investment options and will allow for customization. Trajan wealth can help you with any paperwork and do it all without any tax liability. Simply give us a call at (800) 838-3079 and we would be happy to answer any additional questions or schedule a complimentary consultation with a fiduciary advisor.
Hi Gary, we establish your risk tolerance prior to investing you into a portfolio. Once invested, we proactively manage that portfolio and either buy or sell as the market changes. Additionally, we have guaranteed products to help diversify and protect if your need warrants them.
Yes they are. I work with Josh. He is very patient & honest. Josh takes time to educate me & doesn't rush me into making decisions. I strongly recommend you make an appointment. There is no commitment. Just have them review what you are doing know & what your goals are. If you decide to work with them, great. If not, at least you have another opinion, right?
Yes, we fully endorse second opinions. Call us today at (480) 990-3300 and we can start with a simple discussion over the phone.
Hi James, please give our office a call at 480-990-3300 and we will be happy to discuss your specific situation.
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