This profile has not been claimed by the business owner or representative.
to update business information, get appointment requests, engage visitors with web chat, and more!
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 |
Working with David has been excellent so far. Highly recommend him and the entire Trajan team.
David of Trajan Wealth provided us exceptional service when we needed to find an investment advisor who could not only help us with investments, but also provide in house tax strategies and estate planning. David was patient and answered all our questions and helped us understand how Trajan could set our minds at ease for our retirement planning. He was professional but friendly and caring. David set us up to transfer our accounts into Trajan and then hooked us up with a Trajan tax pro who could help us strategize taxes and ... read more
I grew up working in my parents' business where I learned the importance of good customer service, which I feel has become scarce in many places these days. I truly appreciate that David Hudson and his team give their all taking great care of my financial needs even though I am a new client with a small portfolio. David has been extremely helpful and patient, taking care of the details of retrieving my retirement funds from my former employer's financial company who has made getting my money difficult and complicated for me ... read more
I’m working with David Hudson. He’s been great at explaining everything and I’m going to proceed with Trajan.
David Hudson provided a very professional presentation regarding the Trajan Wealth program. He was transparent and an excellant communicator. As a result I invested in the program.
Frequently asked questions about Trajan Wealth
How is Trajan Wealth rated?
Trajan Wealth has a 5 star rating with 31 reviews.
When is Trajan Wealth open?
Trajan Wealth is closed now. It will open at 8:00 a.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com