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US TX Collin County Frisco Financial Advisors

Trajan Wealth

Financial Advisors

Updated on Sep 30, 2025

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Description:
Trajan Wealth specializes in peace of mind that comes from understanding and planning for your financial future. We can help you prepare for retirement with wealth management, tax planning, and estate planning. Save time and money with advisors and estate attorneys that work together under one roof. We will dedicate the time needed to listen to your goals and educate you on the options. Speak to one of our fiduciary advisors today.

List of Services:
Wealth Management
Estate Planning
401K Rollovers
Savings Plans
Investment Portfolio

Number of Employees:
120

Date of Company Formation:
11/2012

Business Hours:
Mon - Fri: 8:00 am - 5:00 pm
Sat - Sun: Closed

For more information, please contact us with the details below:

Contact Telephone:
(469) 579-3500

Contact Email:
[email protected]

Image for Trajan Wealth with ID of: 6718960
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Image for Trajan Wealth with ID of: 6718962
Map

Trajan Wealth

5285 Dallas Pkwy Suite 410 Frisco, TX 75034

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