Arizona-based financial management company to kick off Texas expansion in Frisco

Trajan Wealth, a financial planning company, is expected to open at 6959 Lebanon Road, Ste. 410, in May. The Arizona-based independent registered investment advisory firm specializes in asset planning, 401(k) management, retirement planning, life insurance and other wealth management services. Trajan Wealth also has locations in Utah and Oklahoma.

Source: https://communityimpact.com/dallas-fort-worth/frisco/business/2021/03/08/arizona-based-financial-management-company-to-kick-off-texas-expansion-in-frisco/

Author: Francesca D' Annunzio

Published at 2:49 PM Mar 9, 2021 CST