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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 |
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.
Both, my wife and myself are in total ******* concerning Safeguard. Having them prepare our Trust was an extremely gratifying and professional experience.
From the beginning to the end, the staff was very professional. They answered all of our questions and concerns. The entire process was hasslefree and seamless. I would highly recommend Safeguard to anyone who is looking to set up a living Trust. I would rate Safeguard 10 stars if I could!
Fantastic company. So grateful we made the decision to go to a free seminar. We now have a plan. Service was fast, affordable and they spent quality time with us to go over all the details.
Everyone I have had contact with thus far has been very professional, efficient, courteous, and has a lot of patience. The entire process has been very well organized, and the explanations are clear and concise. Over the last 10 years I had been thinking about doing a trust and finally decided the time was right and set out to learn more from a different company. Interestingly enough I had just finished a seminar with the other company and ran into Cam ******* and ****** ****** from Safeguard and decided to find out about wh... read more
I had a positive experience with Safe Guard. I felt in good hands from my first contact. This process was well explained, the follow through amazing and the follow-up outstanding. I do not hesitate to recommend them for estate and financial planning.
Everything went very smoothly. Very organized process. Everyone we met with was very friendly, helpful and knowledgeable. ******* was especially great. Took time to get to know us and go over every part of our trust documents.We were thrilled with everything.Thank you
Safeguard was very professional and thorough in doing my Revocable Trust. Everyone involved including the attorney, assistants, to notary public made the process very smooth, and I would highly recommend them.
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 299 reviews.
When is Safeguard Estate and Financial open?
Safeguard Estate and Financial is closed now. It will open at 9:00 a.m.