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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 |
We thought that Safeguard Estate and Financial had a focus only on living trusts, but we were surprised when then spent almost 2 hours pushing their annuities. My wife and I were shocked at the pressure that was applied to have us convert some of our assets to an annuity plan. Be prepared. I have read many of the 5 star reviews and strange that all are 5 stars and also no mention of annuities.
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 420 reviews.
When is Safeguard Estate and Financial open?
Safeguard Estate and Financial is closed now. It will open tomorrow at 9:00 a.m.