Trajan Wealth

Trajan Wealth is the real deal. Our advisor, Steve Shivley, ask questions and then directed us to a variety of ways to allow us to have peace of mind in our retirement years. Their professionalism and fianacial knowledge is five star as well. I highly recommend Trajan Wealth and Steve Shivley.
Jun 30th, 2023

Trajan was referred to me by a longtime friend who did his research on financial advisors and raved about Trajan. So I felt comfortable reaching out to them after that and was put in contact with Steve Shelvey in the Frisco location but also offices in McKinney which was great! He was very patient with me starting this new process of investing as I was very nervous for my first meeting. But he was very easy to talk to and I felt at ease with him. I know I made a very good decision going with Trajan after meeting with him!
Jun 27th, 2023

Very informative meeting with Brandon regarding Annuities, an investment tool we wanted to add to balance our portfolio.
May 19th, 2023

Brandon was great. Taught us a lot.
May 16th, 2023

Apr 30th, 2023