Safeguard Estate and Financial

4.9

Financial Services
Scottsdale, AZ

About this business

Finance Financial Services

Location details

9000 East Pima Center Parkway Suite 150, Scottsdale, AZ, 85258, United States

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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

4.9492 reviews

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Gary W

3 years ago

Amazing team. Easy process, yet very thorough. The made sure we understood all of the documents and questions and made sure our wishes were set in place. I would highly recommend this team.

Business response:

Thank you so much, we really appreciate you taking the time to share your experience. It was a pleasure working with you guys as well!

Theresa T

3 years ago

We were extremely satisfied with Safeguard Estate and Financial. From the beginning, everyone was professional and answered all our questions.They not only helped build our Trust but gave us a better financial future for retirement.Referrals from us will be going their way!

Business response:

Thank you so much, *******, we appreciate you!

Lisa N

3 years ago

From the informative seminar to the final signatures on my Trust, everyone I worked with at Safeguard was professional, knowledgeable and friendly. Fantastic experience!

Business response:

Thank you, ****, we appreciate you taking the time to share your experience!

Walter C

3 years ago

I had a great time dealing with ******************* on my Trust. He was very professional and he answered all my questions to my satisfaction. I would highly recommend Safeguard and *** everyone I know who's in my same position. 5 out of 5 stars Thanks again for everything

Business response:

Thank you, ******, we appreciate you!

Lorraine M

3 years ago

I received top rate service from the beginning to the end. I referred a friend for service and she can not thank me enough for referring her to Safeguard. My friend is over the top with excitement with Safeguards Services and so am I.I am continuing to refer everyone that I know for this excellent and complete service.Thanks Safeguard

Business response:

Thank you, ********, it was such a pleasure working with you and we are honored that you referred us to a friend. We appreciate you!

Sharon A

3 years ago

******* Financial was very easy to work with and the product they produced for me was well beyond what I had expected. I am not wealthy but I do have assets that I want to protect for my children and they gave me the peace of mind to know that my wishes will be fulfilled after I am gone.

Business response:

Thank you so much, ******, we really appreciate you taking the time to write about your experience with us. We appreciate you!

Deborah B

3 years ago

I used Safeguard to set up my Trust. All of the staff were friendly and knowledgeable from the very beginning which made me feel comfortable. As time went on and I met different people within the company I was more at ease. Their professionalism and **************** are above and beyond. The entire process was smooth and easy to understand because they took the time to explain what they were doing; why they were doing it; and what I needed to do with my Trust. I can now look at what we have been built with confidence as well... read more

Business response:

Thank you so much, *******, we really appreciate you taking the time to write about your experience with us. We appreciate you!

Lotis G

4 years ago

I was very pleased. They were very helpful. So very happy I picked them to do my trust. They took their time. I highly recommend them

Business response:

Thank you so much, ****. We sure appreciate you!

jim P

4 years ago

Very professional and knowledgeable. Took their time to completely understand our financial needs and security going forward.

Business response:

Thank you so much, ***. We really appreciate you!