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Trajan Wealth
- Other
- Lake Oswego, OR
About this business
Location details
5 Centerpointe Dr Ste 400, Lake Oswego, OR, 97035, 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 |
Had my 6 month account review with Blaire from Tajan wealth and came out of it far more confident that our retirement plan is instep with all the changes we have over the next 4 years, plus I was getting a bit nervous about our tax burden for this upcoming year and Blaire pointed out some things I was not taking into account. I am feeling much calmer about that area now. As the years go by I believe we will make it to our goals with the help of Blaire and the Trajan team. My wife and myself are current clients of Trajan Weal... read more
My husband and I met with Blaire to discuss our retirement and financial future. She was extremely helpful and instrumental in our decision to move forward. She is very knowledgeable and had the tools to plug our information into a database and make projections that show how long our assets should last at our current level of growth alongside withdrawals. We made the decision to move our assets to Trajan last year after my husband heard their advertisement on the radio station he listens to at work, and are extremely satisfi... read more
So far happy with their service. Very patient and knowledgeable. 5 stars.
Spent almost 2 hours going over every aspect of my individual financial portfolio and after that time I am extremely confident on my path forward. Thank you Blaire for all your time and effort to help me feel comfortable with our future plans!
Frequently asked questions about Trajan Wealth
How is Trajan Wealth rated?
Trajan Wealth has a 5 star rating with 4 reviews.
When is Trajan Wealth open?
Trajan Wealth is closed now. It will open tomorrow at 8:00 a.m.
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