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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 |
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 3 reviews.
When is Trajan Wealth open?
Trajan Wealth is closed now. It will open tomorrow at 8:00 a.m.
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