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

4.9616 reviews

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Lorraine M

4 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

4 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

4 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!

kim y

4 years ago

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!

Gary J

a year ago

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

Robert E

2 years ago

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 ***************************

Richard H

4 years ago

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.