Trajan Wealth - Atlanta, Georgia

Trajan Wealth

Trajan Wealth, located at 3355 Lenox Rd NE #750, Atlanta, GA 30326, United States, is a prestigious financial planning firm that specializes in providing top-notch services for their clients. With a phone number of 4043904000 and a website at trajanwealth.com, this veteran-owned company has made a strong reputation for itself in the financial industry.

Specialties and Services

The firm offers a range of services, including financial planning, estate planning, and investment services. Their team of knowledgeable and experienced professionals works closely with clients to develop personalized strategies that meet their unique financial goals and needs. Specialties include:

• Financial planner
• Estate planning attorney
• Investment company

Additional Information and Points of Interest

Trajan Wealth is committed to providing top-notch service and has implemented several key features to enhance their clients' experience. These include:

• Online appointments
• On-site services
• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet
• Appointment required
• Appointments recommended

Client Reviews and Opinions

Trajan Wealth has received 6 reviews on Google My Business, with an impressive average rating of 5/5. Clients consistently praise the company for its knowledgeable and trustworthy staff, as well as its exceptional level of service. One satisfied customer remarked, "I have been working with Judah for a few years and my experience has been excellent. He is knowledgeable, trustworthy, and hardworking. He truly has my best interest in mind."

Another reviewer noted, "Working with Trajan Wealth has been a great experience. They are extremely knowledgeable and have helped me navigate some complex financial situations. I would highly recommend them to anyone looking for a reliable and experienced financial planning firm."

Final Recommendation

If you are seeking a reputable and knowledgeable financial planning firm, Trajan Wealth is an excellent choice. Their experienced team, commitment to exceptional service, and strong reputation in the industry make them a top contender for anyone looking to manage their finances effectively. We highly recommend contacting Trajan Wealth through their website at trajanwealth.com to learn more about how their services can benefit you.

👍 Reviews of Trajan Wealth

Sunny G.

5/5

I have been working with Judah for few years and my experience has been excellent. He is knowledgeable, trustworthy and hardworking. He does whatever it takes to help and work with me. I really believe he has my best interest in mind . Have worked with some other financial advisors before, and he is an exceptional person . Could not recommend him more.

Robert D.

5/5

I have been working with Judah for many years and his knowledge of investments and life insurance always makes me feel safe with my investments. He is always professional and always has my best interest in the forefront. I totally recommend Judah to anyone needing a financial advisor.

Marvin B.

5/5

I recently had my Quarterly Review with Dominick, my Wealth Advisor at Trajan Wealth, and it was an exceptional experience. Dominick was incredibly attentive, taking the time to listen carefully to my needs and concerns. He showed genuine compassion for my situation and provided thoughtful solutions tailored to my best interests. I truly appreciate how he not only addressed my current needs but also educated me on strategies to meet my future goals. Thank you, Dominick and Trajan Wealth, for going above and beyond to support the growth of my portfolios!

Austin V.

5/5

I have been working with Judah and his team for many years on my retirement investments. He and his team are very knowledgable and have always been able to beat the market year after year while adding a personal touch and taking an interest in life outside of work. This past year I was able to see a 37% YTD increase on one of my accounts. I would recommend giving these guys a call they know what they are doing. I have also referred some of my friends and colleagues to them as well.

Nebil Y.

5/5

I appreciate the knowledge and expertise of advisor Judah Margulies!

Rosemary P.

5/5

Very good company. Professional and knowledgeable.