• November 24th 2011
  Happy Thanksgiving to our clients and agents. Thank you for your support.
  
• September 1st 2011
  Jefferson Franklin Financial, a Texas company and Valley Financial Corporation, an Arizona company have combined forces and become Trajan Insurance and Wealth Services. Trajan Insurance and Wealth Services has office presence in 3 states and serves over 6000 clients nationwide.
  

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Who is Trajan Insurance and Wealth Services? Trajan Insurance and Wealth Services was formed when two established financial services entities united. Valley Financial Corporation, an Arizona firm, and Jefferson Franklin, a Texas firm, combined forces. Trajan Insurance and Wealth Services is now a nationwide financial services company that was founded with the goal of assisting our clients in every aspect of their financial lives. Our goal is to provide the most personal service available, thus continuing to earn a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.

Our company is based on the principle that education and understanding of one’s current financial and insurance situation is vital to successfully make prudent decisions concerning one’s future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 480.214.9835

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.