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Safeguard Estate and Financial
- Financial Services
- Scottsdale, AZ
About this business
Location details
9000 East Pima Center Parkway Suite 150, Scottsdale, AZ, 85258, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I had a very positive experience with everyone at Safeguard. *** was especially helpful today.
My experiences with all the Safeguard Financial have been productive and positive. They offer comprehensive estate planning services and service to my successors. Their services met all my estate and trust needs. I feel very confident that my estate will be in good hands for my successors. ***** was great to work with. Hes knowledgeable and personable. I highly recommend Safeguard Financial.
*** ****, very professional, knowledgeable, kind and patient to insure we understood all that was being communicated to us!
Business response:
Thank you, we are pleased that you were happy with the experience you had with our staff and our company.
We chose Safeguard Planning for our family trust and greatly appreciate all they've done and the excellent service along the way. We now look forward to additional services. Would highly recommend them.
Business response:
Thank you so much for your kind words and for trusting Safeguard Planning with your family trust. Were honored to have been part of this important process for your family and are delighted to hear that youve had a positive experience with our team.We look forward to continuing to serve you with the same level of care and excellence as you explore additional services. Your recommendation means the world to us!
I first attended a presentation by **** ***** and was so impressed I decided to go with Safeguard to create a trust. Today I finalized all the paperwork with *** ****. I really appreciate their professionalism and expertise in guiding me through this process. I would recommend anyone needing assistance to go to Safeguard.
Business response:
We truly appreciate your feedback and are thrilled to hear that you were pleased with the service you received from us. Thank you for trusting us with your estate plan!
Everyone there is wonderful! They make the process simple at an affordable price. Each step is explained in detail and it is a huge comfort to know they will be there to guide my kids when my time comes.
Business response:
We truly appreciate your feedback and are thrilled to hear that you were pleased with the service you received from us. Thank you for trusting us with your estate plan!
Very efficient and organized. Process made as comfortable as possible. Pleasant staff.
Business response:
Thank you, we appreciate you taking time to give your feedback on your experience with us.
We had our trust done here and it was fine very professionally.
Business response:
Thank you, we really appreciate you taking the time to tell us about your experience.
I am so thankful I found Safeguard Estate Financial. I was able to complete my estate planning for less than $1300. My situation is not complicated but other firms were quoting $3K!! I wanted to secure my home for my son and grandchildren. And prevent the expense and hassle of probate.Everyone should do this. Everyone should contact Safeguard.They were straightforward, honest and did not try to upsell me on other legal products.I started to do it with DIY legal forms and quickly realized that I needed a lawyer to be a 3rd pa... read more
Business response:
Wow, thank you so much for taking the time to post about your experience. We truly appreciate your feedback and are thrilled to hear that you were pleased with the service you received from us. Thank you for trusting us with your estate plan!
Frequently asked questions about Safeguard Estate and Financial
How is Safeguard Estate and Financial rated?
Safeguard Estate and Financial has a 4.9 star rating with 440 reviews.
When is Safeguard Estate and Financial open?
Safeguard Estate and Financial is open now. It will close at 5:00 p.m.