Trajan Wealth

Locations ›
OK ›
Edmond, OK ›
Financial Planner ›
Trajan Wealth

(405) 906-3460

Recommendations & Reviews

301 Lilac Dr, Ste 120
Edmond, OK 73034 (map)

About us

Trajan Wealth specializes in peace of mind. We help our clients prepare for retirement with custom wealth management solutions. We dedicate the time needed to listen to your goals and educate you on the options. Speak to our fiduciary advisors today about your retirement income plan and how we can help.

Hours of operation

Monday9:00AM - 5:00PM
Tuesday9:00AM - 5:00PM
Wednesday9:00AM - 5:00PM
Thursday9:00AM - 5:00PM
Friday9:00AM - 5:00PM
Sat, SunClosed

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2 recommendations and reviews from 2 people

Referral from February 25, 2015

Kimbra N. asked:

We are new in town. Any recommendations for someone who does taxes with knowledge/expertise in the aviation industry? My husband is a pilot. Thx.

Max B. replied:
Yes. MGS Wealth Management. Ask for the owner, Mark. http://mgswealth.com/

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Referral from November 17, 2014

Laura B. asked:

Recommendations for a good tax accountant in Castle Rock ?

Jack C. replied:
Mark McGregor. Best I have ever used. He's here in Castle Rock. McGregor Wealth Management. mgswealth.com

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