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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 |
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!
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!
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!
We were very satisfied with everything Safegaurd has done for us . *** has been very helpful explains very well Thank you for your service.
Business response:
Thank you so much, ***, we really appreciate you taking the time to write about your experience with us. We appreciate you!
Everyone was professional and pleasant when writing my trust. I do have some complaints, though. First, I was told use the exact name of my trust when funding my trust with assets. Yet, it is difficult to use the exact name of my trust when it is 53 characters long. The name of my trust is The *************** Living Trust Dated, X** 99, 9999. Why did it have to be so long? Wouldnt Xxxx Xxxxxxx Living Trust-99/99/9999 have been better? Even that name is too long at 36 characters. Hopefully, having a trust name and funds in a ... read more
All I can say can be wrapped up in a few words. I can't say any more than the 62 reviews listed here. 5 stars all the way.*** and ***************************
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 467 reviews.
When is Safeguard Estate and Financial open?
Safeguard Estate and Financial is closed now. It will open tomorrow at 9:00 a.m.