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Trajan Wealth

5.0

About this business

Location details

701 Palomar Airport Rd #300, Carlsbad, CA, 92011, United States

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WeekdayScheduleStatus
Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
5.055 reviews
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R2 D's profile image
R2 D 
2 days ago

David is very knowledgeable and patient. He took the time to understand my retirement goals and provided a plan to secure my financial future. He takes the time to explain the options and answer any questions. I look forward to continuing to work with Trajan for many years. 

CarolAnn Darden's profile image
CarolAnn Darden 
2 days ago

It was an absolute pleasure working with David Hudson @ Trajan Wealth. I had a lot of questions and some concerns due to a previous financial institution. David answered my questions, calmed my concerns, and explained the Trajan Wealth program with knowledge and care. It didn’t feel like a sales pitch, it was a genuine conversation presented in a way that made sense and I could understand. I am thankful for all of David’s help. I highly recommend Trajan Wealth and David Hudson’s services. 

Shersti Martin del Campo's profile image
Shersti Martin del Campo 
2 days ago

Having just become customers of Trajan, we chose them because we felt they were very interested in helping us get our retirement plans together in good order. David was knowledgeable, straight forward, and listened to our concerns and was able to answer them to our satisfaction. So far we’ve already seen an increase in our holdings under Trajan’s management. 

Allan Darden's profile image
Allan Darden 
2 days ago

My wife and I met with David Hudson. He was very knowledgeable and personable and took the time to explain everything in detail to us. He even met with us on a Saturday to better accommodate our schedule. He really took the time to get to know us and our situation. 

Randi Macrorie's profile image
Randi Macrorie 
2 days ago

David is great. He walked us through all the services provided by Trajan and helped us to come up with a plan for investments and retirement. My husband and I have been very satisfied with the services we have received with Trajan Wealth. Would definitely recommend setting up a consultation. 

Frequently asked questions about Trajan Wealth

How is Trajan Wealth rated?

Trajan Wealth has a 5 star rating with 55 reviews. 

When is Trajan Wealth open?

Trajan Wealth is closed now. It will open on Monday at 8:00 a.m. 

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