Trajan Wealth Scottsdale reviews

2.8

38% would recommend to a friend

(16 total reviews)
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Jeff Junior

39% approve of CEO

38% positive business outlook

Employees in Scottsdale AZ have given Trajan Wealth a rating of 2.8 out of 5 stars, based on 16 company reviews on Glassdoor. This indicates that most employees have an average working experience in Scottsdale AZ. The Trajan Wealth employee rating in Scottsdale AZ is 25% below average for employers within the Finance industry (3.7 stars).

Reviews by job title

16 reviews
1.0
4 Nov 2025
Recommend
CEO approval
Business outlook

Pros

The office is clean, and the client database is well-organized — that is about all that can be said positively.

Cons

- Every conversation feels scripted and hollow, like reading from a manual instead of speaking with real people. -Sales reps are trained to push endlessly, ignoring the importance of honesty or genuine connection. - Ethics mean nothing when hitting numbers is all that matters. - The constant focus on quotas poisons every interaction and kills authenticity. - The atmosphere is filled with anxiety and forced smiles, where everyone pretends to love a system that slowly breaks them down. - Burnout is visible everywhere, and morale is long gone. - Serving clients is secondary to making sales at any cost.

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Trajan Wealth Response
6mo
Thank you for taking the time to share your honest feedback. We’re deeply concerned to hear that your experience with our sales culture felt pressured, transactional, and lacking authenticity. This is not the environment we are creating for our team or our clients. We recognize that high performance goals can sometimes create stress, but it’s never our intention for integrity, transparency, or well-being to take a back seat. If you’re open to a direct conversation, we would welcome the opportunity to hear more about your experience and suggestions.
1.0
1 Nov 2025
Recommend
CEO approval
Business outlook

Pros

Location in a nice area.

Cons

Super high fees, lock most clients into annuities with high hidden fees, horrible service, and owner knows he’s scamming clients.

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Trajan Wealth Response
6mo
We're sorry you feel we should be sued. Our fees are disclosed in our ADV, they are prominently disclosed to clients and are in line with the industry average. Annuities account for approximately 25% of our business with a typical fee of 1% or less per year. Our annuity fees are some of the lowest in the industry and we take great pride being an industry leader. We have been named Best Financial Company by USA Today for 3 years in a row and nominated as Best Workplace 2 years in a row. We wish you the best.
Viewing 1 - 3 of 16 Reviews

Glassdoor has 30 Trajan Wealth reviews submitted anonymously by Trajan Wealth employees. Read employee reviews and ratings on Glassdoor to decide if Trajan Wealth is right for you.