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Safeguard Estate and Financial
- Financial Services
- Scottsdale, AZ
About this business
Safeguard Estate and Financial are your go-to Financial Consultants in Scottsdale, AZ for all things wills, trusts, and more. We prepare all documents in house and have an inviting, friendly environment. Each customer will receive the guidance of both our estate planning agency and an attorney who will complete the process. We see clients through from start to finish so that probate is never a need. We believe that a complete estate plan includes a team of highly experienced customer-focused and professionals, and here we ha... read more
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 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.
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.
Very efficient and organized. Process made as comfortable as possible. Pleasant staff.
We had our trust done here and it was fine very professionally.
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
My wife and I had gone to "Safeguard Estate and Financial" to establish our Will and Trust 3 years ago and then as a much added and welcome bonus, we found out that the original founder of Safeguard, **** ****, is also a very smart & knowedgeable financial advisor as well. After discussing and turning the majority of our portfolio over to ****, he has turned several of our under performing investments into major positive growth and income strategies. **** and his company have proven to us that they are in the business to hel... read more
Everything was straight forward and they were awesome to work with!
Everything was straight forward and they were awesome to work with! Thank you! We appreciate you taking the time to share feedback on your experience!
**** ****** was very clear about everything, including answering our questions. Very professional, and the cost was very reasonable. We have referred some of our friends to ****. I appreciated that our appointments were always on time and we were always greeted comfortably.
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 420 reviews.
When is Safeguard Estate and Financial open?
Safeguard Estate and Financial is open now. It will close at 5:00 p.m.