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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 |
The team was so helpful and so knowledgeable when creating my trust. They make you feel comfortable and I know that they will be there for me anytime I have questions. Definitely recommend.
Business response:
Thank you for your kind words and recommendation. Were so glad to hear that our team was able to guide you through creating your trust and make the process comfortable and easy to understand. Knowing you feel supported and confident that well be here whenever questions arise means a great deal to us. We truly appreciate you trusting Safeguard Estate Planning.
We have set up a Living Trust, as well as selected Safeguard as our investment firm. Both endeavors have left us feeling good about out estate and our investments. The staff is very knowledgeable, personable and focused on their clients. Their results are great, and they are easy to contact should one need answers, or to address any concerns. After being with a number of previous firms, Safeguard is the one I would highly recommend to anyone wanting to set up an estate, *****, etc., that will stand up to the test of time and... read more
Our first year with Safeguard and we could not be more pleased. Superior customer service and professional approach. ***** and the team have made a difference in our lives.
The staff of Safeguard was warm and welcoming on the day of my visit. Mr. **** made sure that I understood all aspects of my Living Trust and answered any questions or concerns that I had. Thank you Safeguard Estate and Financial.
Business response:
Thank you so much for your kind words and for trusting Safeguard Estate and Financial with your planning needs. Were glad to hear that our team made you feel welcome and that Mr. **** was able to clearly explain your Living Trust and address all of your questions. Its always our goal to ensure our clients feel informed, confident, and supported. We truly appreciate you taking the time to share your experience.
*** **** ,was excellent i would refer family and friends to see him
Business response:
Thank you so much for your feedback, we appreciate you!
What a pleasant experience! Everyone was so very thoughtful, kind and professional.
Business response:
Thank you for the wonderful feedback! We're glad to hear you had a pleasant experience and that our team provided the thoughtful and professional service you deserve.
Went to a seminar on advantages of a living trust, we did not know anything concerning how they worked. My wife and I decided it was what we needed to do. ***** ****** and **** **** were great to work with. All the paperwork is complete for what we believe to be a reasonable cost. Thank you!
Business response:
Thank you so much for your thoughtful review! Were so glad you found the seminar helpful and that ***** and **** were able to guide you through the process of setting up your living trust. Its always our goal to make estate planning clear, comfortable, and affordable. We truly appreciate your trust in us and are grateful to have had the opportunity to assist you and your wife.
Very knowledgeable, professional and very helpful in planning your future.
Business response:
Thank you for your kind words! Were so glad to hear that you found our team knowledgeable and helpful in planning for your future. Our goal is to provide clarity and confidence every step of the way, and its wonderful to know we met your expectations. We truly appreciate your trust in us!
I had a very positive experience with everyone at Safeguard. *** was especially helpful today.
Business response:
Thank you for your kind words and trust in Safeguard Financial. Were so glad to hear your experience was positive and that *** and our team were able to meet your estate and trust planning needs. We truly appreciate your recommendation!
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 492 reviews.
When is Safeguard Estate and Financial open?
Safeguard Estate and Financial is open now. It will close at 5:00 p.m.