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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 |
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
Business response:
We really appreciate your business and you taking the time to write how your experience with us went. THANK YOU!
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.
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 312 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.