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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 |
Our experience with Safeguard was great!Everyone at the office was welcoming. We first met with ****, then the attorney and finished the process with *********. ********* went through all the information thoroughly and in a manner that we were able to understand. I would definitely recommend Safeguard Esrate and Financial to anyone needing estate planning services.
Business response:
Thank you for your kind words and recommendation! Were so glad our team made you feel welcome and that ********* helped make everything clear and easy to understand. Well be sure to share your feedback with **** and *********. Thank you for trusting Safeguard with your estate planning!
10+ stars for all of you. Thanks for your assistance on everything. And thanks for your patience and kindness and great helpful info for our future. Thumbs up to all if your staff!!
Business response:
Thank you so much for your feedback, we appreciate you trusting us with something so important!
Safeguard is a very reliable company. The people are very professional, kind and courteous. They listen to your needs and help with any questions asked. Its also affordable for pretty much anyone. I met with *** and he was so easy to work with and helped me with some other financial prospects. So I was very glad I picked safeguard for my living trust and I also know a few friends that have used safeguard and really were happy about their experience too.
Business response:
Thank you so much! We appreciate you taking the time to give us your feedback.
My daughter and I were greeted when we entered Safeguard and meet with a Lawyer and an Estate Planner, my uncertainty left me on taking such a crucial step they earned my trust. All information that was explained thoroughly was provided in a well organized binder for my love one to use.With a peace of mind I well recommend them 100% ever time.
Business response:
Thank you so much for sharing your experience with us. Were pleased to hear that our team was able to ease your uncertainty and help you feel confident taking such an important step. Knowing that you left with peace of mind and a well-organized plan for your loved ones means a great deal to our entire team. Thank you for trusting Safeguard and for recommending us to others!
The absolute best !!!!So helpful and so glad we decided to go with them, they helped us tremendously!!!Love Them!!
Business response:
Thank you so much for the wonderful review! Were thrilled to hear that you had such a positive experience with our team. It means a lot to know we were able to help, and we truly appreciate you trusting Safeguard with your estate planning needs!
After moving to the *********************************** in *******, my wife and I needed to update our South Dakota Living Will and related documents. We attended two seminars over the past nine months and ultimately decided that a Revocable Living Trust was the best long term solution for our family.Our next step was finding a reputable, fairly priced provider. SAFEGUARD ESTATE AND FINANCIAL in ********** stood out immediately. Their full service Revocable Living Trust program was nearly one third the cost of what we were q... read more
Business response:
Thank you so much for your thoughtful review and for trusting our team with your estate planning. Were thrilled to hear you had a great experience with Mac, Attorney **** ****, *** *****, and the rest of our team. Providing a clear, professional, and affordable process is exactly what we strive for. We truly appreciate your recommendation and wish you and your family many years of peace of mind!
Very professional. All aspects of the trust can be handled in one place for an affordable fee. Would recommend to anyone looking to secure their estate
Business response:
Thank you, ********, we appreciate you!
I am completely happy with the service I received from ***. He was very knowledgeable and he repeated information for me when I didnt understand something. I definitely recommend this company and ***.
Very professional team! I was extreme happy with the whole process and would recommend them to anyone looking to setup their estate planning.
Business response:
Thank you so much for your kind words! We are thrilled to hear that you were happy with the entire process. Our goal is to make estate planning as simple, comfortable, and stress-free as possible, and we're grateful for the opportunity to assist you.Thank you for your trust and for recommending our team. It was a pleasure working with you, and we are always here if you need anything in the future.
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 746 reviews.
When is Safeguard Estate and Financial open?
Safeguard Estate and Financial is closed now. It will open on Monday at 9:00 a.m.