This profile has been claimed by the business owner or representative.
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 |
**** ****** 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.
Extremely helpful and affordable. Very professional and patient with all of our questions and made the process of a living will painless. I would recommend them to everyone!
Very detailed experience. Excellent job of making sure we understood every step in the process of establishing an estate plan. I would highly recommend them to anyone that has not made any effort to plan for the future.
My husband and I are very pleased with the services we received from Safeguard Estate and Financial to process our Living Trust! We had been postponing this very important documentation process because we had not found a trustworthy and reliable company until we met this one! Starting with the home visit from one of their representatives, Mr. **** *. that informed us very well and answered all the questions we had! Then, our visit to the lawyer recommended by Safeguard Estate and Financial, from **************, that also exp... read more
All of my expectations were met or exceeded by the professionals who work at this company in all facets.
I can't say enough good things about my experience with Safeguard. From the presentation ***** made in *********, through all the others I met whose name's I've forgotten, with the exception of ****, it was great. Took the time to thoroughly explain everything to me. At my age, I don't remember much, so I brought my son-in-law with me. They treated him just as they did me. I dealt the most with ****, who closed everything up. Helped me get more money by switching my annuity to a different program. I'm so please and happy wit... read more
We had a fantastic experience working with Safeguard Estate and Financial for our estate and trust planning. From the very start, their team was professional, polite, and incredibly informative. They took the time to explain everything clearly, ensuring we understood every step of the process.What stood out the most was their genuine commitment to our best interests. We felt completely comfortable and confident that they were guiding us in the right direction. Their legal expertise and attention to detail gave us peace of mi... read more
The Safeguard Personnel were very professional courteous and knowledgeable. They provided exactly what I needed done for my trust. Recommend them highly!
Everyone was professional, did their part of the process with compassion, and are highly efficient. Would highly recommend.
Frequently asked questions about Safeguard Estate and Financial
How is Safeguard Estate and Financial rated?
Safeguard Estate and Financial has a 5 star rating with 350 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.