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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 |
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!
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.
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!
*** ****, 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.
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 467 reviews.
When is Safeguard Estate and Financial open?
Safeguard Estate and Financial is open now. It will close at 5:00 p.m.