San Diego Office
2221 Camino Del Rio South
These statements are testimonials by clients of the financial professional, Thomas Trax, as of 12/05/2022. These clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial.
Thomas Trax is a great financial advisor. He was extremely helpful with our financial needs. He sat down with my wife and I on many occasions and went out of his way to help us. It's not about "buy this stock or that stock" - he helped us with long term planning, life insurance, tax issues, and other matters. He explained the SEP IRA to me and showed me how certain retirement savings also saved money on taxes. He also keeps us posted on new rules, new financial advice, and changes in tax rules. I can assure you that you'll be 100% happy with his services.
-Joseph, San Diego
Tom is a true professional. If you are looking for an involved, well informed and expert wealth manager, I highly suggest Trax Wealth Management. With over 20-years of experience Tom has seen it all and is able to provide guidance in any market condition to maximize his clients’ needs. Whenever my colleagues ask for a recommendation for a wealth manager Trax Wealth Management is at the top of the list, due to their responsiveness, diligence and professionalism. I highly recommend Trax Wealth Management.
- Joshua, La Jolla
Thanks to Tom for keeping an eye on our accounts. I want to compliment Tom, Ixy, Jacqueline and Barb for always being so timely and helpful throughout these many years. We appreciate your excellent, trustworthy, and friendly service. I know I can consistently rely on timely replies and help from Tom and his staff regardless of the circumstances. Tom truly sets the bar for high standards in the business world, Tom is above board and sets the examples for other companies to follow.
-Lynda, San Diego
I have been dealing with Tom Trax for 30+ Years. I have never been disappointed with Tom and his financial consulting concerning my assets. Due to Tom’s decisions, I have been able to retire comfortably. Tom has always been available to either meet in person or accept my phone calls, whichever I have preferred. I have also referred friends to Tom and they have been very happy with the results of his consulting and decisions. Extremely trustworthy, personable, and very service oriented. I would absolutely refer Tom Trax to anyone of my family, close friends, or business associates.