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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 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.
I was very impressed and pleased with the service that I received from Safeguard! Both the lawyer I met with as well as the Estate Planner were very informative and answered all my questions to my satisfaction. The process is very simple and they explain everything in detail. Thank everyone that helped my experience so special.
Business response:
Thank you so much, we appreciate you taking the time to review your experience and thank you for choosing us to help you with something so important.
They did a good job explaining everything. I would definitely recommend their services.
Business response:
Thank you so much for your kind words. We truly appreciate you taking the time to share your experience. It means a great deal to us that you felt everything was explained clearly, and were grateful for your recommendation. Please dont hesitate to reach out if you ever need anything in the future.
I was very impressed and pleased with the service that I received from Safeguard! Both the lawyer I met with as well as the Estate Planner were very informative and answered all my questions to my satisfaction. The process is very simple and they explain everything in detail.
Business response:
Thank you so much for your kind words. Were thrilled to hear that you had such a positive experience with our team. Providing clear, thorough explanations and making the estate planning process simple and comfortable for our clients is very important to us. Were glad both your attorney and Estate Planner were able to answer your questions and meet your expectations. We truly appreciate your trust in Safeguard and are always here if you need anything in the future.
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.
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 664 reviews.
When is Safeguard Estate and Financial open?
Safeguard Estate and Financial is closed now. It will open at 9:00 a.m.