San Antonio
Trajan Wealth
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
Identifies as veteran-owned
Online appointments
Photos & videos
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Innovativeness
Overall
Quality
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This location appears to be a well-established financial services provider, catering to various needs. The customer service has been highlighted as exceptional, with advisors like Fred M. and Fred Medina receiving praise for their professionalism and prompt responses. Many clients have expressed satisfaction with the advice and guidance they have received. Working hours seem to be limited to weekdays, which might not accommodate those with non-traditional schedules.The veteran-owned status of the business could be seen as a significant advantage for some clients. However, there seems to be a gap in communication as evidenced by one client's frustration with scheduling an in-person consultation. The availability of online and onsite services seems to be a strength of the business. The building itself is wheelchair accessible, indicating a commitment to inclusivity.With a perfect score for pricing, it can be assumed that clients find the services to be reasonably priced. Despite the potential issue of scheduling in-person appointments, the overall reputation of the business remains positive.
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Hours
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Categories
Financial Service
Financial Advisors
Financial planner
Financial, planner
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