Our Mission

At Trajan Insurance and Wealth Services we pride ourselves in maintaining the highest form of integrity and conducting ourselves in an ethical manner for ourselves, our families, our clients and our community.

We will be optimistic and positive, as we understand those attitudes will affect our overall success with our goals and clients. We will continuously seek solutions, not problems and know we will reap what we sow. We will work hard to create a self accountable environment and treat obstacles as opportunities.

We will deliver our message in a clear and concise manner and know our success will be proven by our expansion and ability to grow and lead others to meet their goals and dreams.

"Charles, it was a pleasure for John and I to meet with you. Thank you for all your work and helping us more adequately select our investments for our family needs."
Roxanne, TX

"Charles, I appreciate your time and supportive comments."
Sue, TX

"Thanks for taking care of us, Charles. We are doing great!"
Mary and Ed, TX

“Lincoln has gone above and beyond to help me find and make sound decisions about my retirement future. I feel committed to stay the course with Lincoln because he offers such a caring, compassionate attitude towards teachers.”
Patricia, TX

“Lincoln is a kind young man who eminates trustworthiness. I am pleased to work with him towards creating a viable retirement plan.”
Patricia, TX

“Leanna is the most dedicated and passionate person I have ever met! She is on top of her game, extremely knowledgable and will go to any length to give her clients the best service possible. I would highly recommend Leanna's services to anyone seeking to secure their financial future .”
MIchelle T., Sarasota, FL

“Leanna is an asset to any team of trusted advisors. She is committed and dedicated to providing the best quality products to her clients, with outstanding service, while staying abreast of industry trends. Leanna will go above and beyond to assist you with a goal or concern, and if needed, go through the ranks to provide accurate information. We are fortunate to have Leanna in our circle of influence, as your referrals will quickly realize.”
Sarah M., Tampa, FL

I wanted to write and let you know how well I was taken care of by Stephen. He helped me find a policy that met my specific needs. He followed up promptly when necessary and kept me well informed. I would highly recommend him to any of my friends and family.
- Anne O., Glendale, AZ.

James was extremely professional and courteous when he assisted me in purchasing life insurance. It was important for me to have life insurance because I wanted my young son to be protected in case something happened to me. He explained my different options to me honestly and thoroughly, and truly had my best interests in mind. I am grateful James took the time to work with me, and I am secure in knowing as a Mother I did what was best for my son.
- Tara A., Phoenix, AZ

Jeff, has always been courteous, helpful and very knowledgeable. We always look forward to seeing and speaking with him. It is always a pleasure.
Karina G. & Travis M. Phoenix, AZ.

I was very impressed with Valley Financials products, customer service, and their ability to help me figure out the best life insurance policy for my needs. Michael was extremely helpful in assisting me to select the right policy by taking time to help me evaluate my current financial situation and the level of coverage I desired. He educated me on the changing needs of life insurance and how he will continue to watch my policy by checking in with me periodically over the years to ensure I have adequate coverage. I found this to be a unique customer service attribute that you don’t see a lot of these days. I am incredibly happy with my choice to go with Valley Financial for my life insurance needs!
– Jessica G. Scottsdale, AZ.

Dear Future Happy Clients, I have recently had the pleasure of doing business with Michael Reimann as a representative of Valley Financial Corporation. While I am confident you will soon agree, it was a special treat for me to interact with Michael and learn more about the excellent products Valley Financial provides. He and his colleagues have done an outstanding job of educating me, following through with their commitments, and providing the advantage of knowing how to manage these superior financial products. I know that I can easily refer to them if I have any questions, comments, concerns, and when I require additional services. The level of professionalism, prompt and courteous interaction, commitment to client understanding, and high standard of ethics with which Michael and colleagues conduct business has encouraged me to urge my loved ones to seize the same conduit for long term financial security.
– Mike C. Scottsdale, AZ.

Bob was a great help. He worked around my schedule when we set up a meeting and was very detailed when explaining my account. I really appreciated that he got in contact with me because he is the 1st to do so in all the years that I've had this account. My partner was also very pleased that she decided to also obtain insurance. Thank you Bob!
–Veronica A. Tolleson, AZ.

He prepares customized proposals and recommendations that are easy to understand, even for a person with limited financial knowledge. He always performs as he promises, so I trust him to take care of all my retirement needs. Thanks for help Eric!
–Rachel O. Mesa, AZ.

I had my monies invested with another company last year. Unfortunately I lost nearly $50,000 of my investment assets because my former agent thought it best to "ride out the bad times". I am in my retirement years and can't afford to "ride it out". I am confident that my current agent will watch the market more closely and will suggest the program that will provide the best growth with the least risk.
– Marilyn Z. Tucson, AZ.

Very friendly & knowledgeable agent. Randy has answered our questions & is very helpful. He helped us make the best decisions for our family needs. Thanks!
- Polly M. Thatcher, AZ.

Mr. Smith was very courteous and knowledgeable about the product he was representing. He answered all of my questions without hesitation, made me feel confident with the knowledge he presented. I found him to be very professional and pleasant.
– Beatrice E. Safford, AZ.

Randy was very thorough, in explaining my policy. Made the whole venture very painless. Would in the future recommend him to my friends/family for any insurance/financial needs! Will be my "go to" guy when i need any help!! Thanks ~Randy~!!!
– Virginia S. Chandler, AZ.

Laurie was kind and trusting. She made me feel very comfortable, guiding me through the process of investing wisely for my future. Thanks Laurie, I look forward to working with you.
– Mary Ann C. Phoenix, AZ.

Laurie has been phenomenal at helping my husband and I organize our financial goals. She took the time to answer our questions, and took a personal interest in our future. We have learned so much from her and look forward to working with her in the future.
– Jennifer K. Avondale, AZ.

Andrew was forthright with all pertinent information. He handled himself very professionally and answered all our questions promptly. I wouldn't hesitate to use him again for all our financial needs.
– Valerie O. Cottonwood, AZ.

Randy was very professional and excited for what’s to come in my future.
– Bobi Jo H. Maricopa, AZ.

Tony was thorough and understanding. He listened to my retirement goals, and offered the best product to suit me. I really enjoyed the one on one explanation of each plan.
– Marisela C.G. Chandler, AZ.

We love Laurie. She is knowledgeable and professional. We really felt she had our best interests at heart as she helped us with our life insurance.
– Jeanne G. Litchfield Park, AZ.

Laurie is a great person on your team!!
– Erica R. Goodyear, AZ.

Adam was very professional and provided valuable product information.
– Jose C. Glendale, AZ.

James' knowledge and professionalism are really appreciated!
– Cynthia M. Phoenix, AZ.

Laurie is a nice, professional agent that took the time to find out what I needed and helped me achieve those goals.
– Ben T. Litchfield Park, AZ.