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Reviews for Trajan Wealth

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  • Oct 2025

    Darrin was very patient and thorough in explaining our retirement options AND answered a million questions to help us better understand where we are and where we are going. Our situation is somewhat difficult (at least for us it was) and Darrin uncluttered it with patience and dumbed it down so we would understand. Highly recommended him.

  • Oct 2025

    Great listening, clear & simple advice….all in the context of me, my family, our resources and goals. Already recommended Trajan to another family member with 401k’s left behind with 3 prior jobs.

  • Feb 2025

    I rarely submit reviews. However, when asked if I would sumit a review, I figured this was the least I could do after the exceptional service provided by Fred M. Working with Fred at Trajan Wealth has been an absolute pleasure. He has not only provided excellent customer service but has gone above and beyond to assure that I was satisfied with how my money was managed.

Hours

Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed

Tips

 online appointments  on-site services

Location

401 E Sonterra Blvd Suite 375, San Antonio

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