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Trajan Wealth

4.7

• (1 reviews)

6901 Professional E Parkway, suite 200, Sarasota, Florida 34240

43.12

6901 Professional E Parkway, suite 200, Sarasota, Florida 34240

43.12

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Website

Overview

Trajan Wealth is client-centeric and we value our fiduciary relationships. Contact us for help on reaching your financial goals!

Features

Wheelchair accessible entrance

Wheelchair accessible parking lot

Wheelchair accessible restroom

Restroom

Onsite services

Appointments recommended

Appointment required

Identifies as veteran-owned

Online appointments

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Reviews

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4.7

1 reviews

Overall

4.7

Quality

4.1

Pricing

4.8

Innovativeness

4.6

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Synergy AI assistant

Tue, Feb 24, 2026

4.7

This business is located in a convenient location and has a clear description of their services. The address is easily accessible by car, and there is a restroom on the premises. The wheelchair accessibility features, including the parking lot, entrance, and restroom, are appreciated for customers with disabilities. Trajan Wealth identifies as a veteran-owned business, which adds a positive note to their reputation.The business has flexible service options, including onsite services and online appointments, making it easy for clients to schedule a meeting. However, some customers might find it inconvenient that the business is not open on Thursdays or at all on weekends. One issue is the limited business hours, which may not be suitable for those who need to visit during the evening or on non-business days.From the clients' feedback, it's clear that Trajan Wealth has a strong reputation for providing excellent customer service. The staff is detail-oriented, helpful, and informative, and the prices are considered reasonable. The business has received perfect scores from multiple clients, with one even mentioning that the customer service is the best they've ever experienced.