Longview and Tyler, Texas - Trajan Wealth

Skip to content

Why Us
Services
Education
About
Locations

Menu

Why Us
Services
Education
About
Locations

Home
Client Logins
Contact Us
Locations
Private Wealth Management
Retirement Planning
Estate Planning
Elder Law
Education
About

Menu

Home
Client Logins
Contact Us
Locations
Private Wealth Management
Retirement Planning
Estate Planning
Elder Law
Education
About

Longview and Tyler, Texas

Longview and Tyler, Texas

Location Details

(903) 708-3300
[email protected]

New area office coming soon!

Company

Client Logins
Careers
Locations
Privacy Policy
TWIO ETF

BBB Accredited Business

Verified Veteran Owned Business

Services

Wealth Management
Retirement Planning
Estate Planning
Elder Law Practice

Contact us

"*" indicates required fields

Name*

First Last

Email*

Phone*

Email

This field is for validation purposes and should be left unchanged.

Facebook-f Instagram Linkedin Youtube

*Advisory services are offered through Trajan Wealth, LLC, an SEC registered investment advisor.

Trajan Estate, LLC is an estate planning law firm providing legal services in Arizona and Utah and does not provide financial advisory services. Trajan Estate, LLC’s principals are Kent Phelps and Jeff Junior. Jeff Junior is also a principal of Trajan Wealth, LLC, an SEC registered investment advisor. Fiduciary advisor not dually licensed as a securities broker and not able to sell securities for a commission. Trajan Wealth, LLC does not provide legal services. Trajan Estate, LLC and Trajan Wealth, LLC have entered into arrangements in which Trajan Estate, LLC refers clients with financial advisory needs exclusively to Trajan Wealth, LLC and Trajan Wealth LLC refers clients with estate planning legal needs exclusively to Trajan Estate, LLC. Legal services in states outside of Arizona and Utah are provided by independent law firms.