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Trajan Wealth
- Other
- Carlsbad, CA
About this business
Location details
701 Palomar Airport Rd Ste 300, Carlsbad, CA, 92011, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I had an excellent experience working with Trajan Wealth and especially with David on my investment management. My advisor walked me through my whole portfolio and made it straightforward — I actually understood what was happening with my money and why. The only hiccup came from my previous financial groups (which doesn’t need to be named here), but Trajan handled everything smoothly from there. Never once did I feel pressured or pushed toward anything — just honest, clear guidance. Whenever I had a question, I got a quick, ... read more
We had been searching for a new financial advisor and found David Hudson at Trajan Wealth. David and Trajan have been nothing short of amazing. We are now on a great path towards retirement thanks to their knowledge and attentive service!
David from the initial meeting and throughout the close of our new Trajan program was kind, professional and with tangible examples of how their offerings might help our future retirement needs. So much so, that we moved our investment programs built over 40 years to Trajan Wealth Management. Many thanks to David for the warm welcome and for insuring this transition was smooth and comfortable!
Excellent experience working with David and his team. They were highly informative, patient, and supportive while setting up our plan. They answered all of our questions clearly and ensured we felt confident every step of the way.
My experience with David Hudson at Trajan Wealth was nothing short of amazing. I was in immediate need of a financial advisor because my former advisor's company no longer wanted to handle annuity-only clients like me. I had several maturing annuities which I wanted to transfer to new annuities offering better interest rates, and I was panicky because I needed help to do this. And David was there when I needed him. I called Trajan Wealth and David met with me the following day! He was so affable, he quickly put me at ease. D... read more
Frequently asked questions about Trajan Wealth
How is Trajan Wealth rated?
Trajan Wealth has a 5 star rating with 38 reviews.
When is Trajan Wealth open?
Trajan Wealth is closed now. It will open tomorrow at 8:00 a.m.
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