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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 |
We had our trust done here and it was fine very professionally.
Business response:
Thank you, we really appreciate you taking the time to tell us about your experience.
I am so thankful I found Safeguard Estate Financial. I was able to complete my estate planning for less than $1300. My situation is not complicated but other firms were quoting $3K!! I wanted to secure my home for my son and grandchildren. And prevent the expense and hassle of probate.Everyone should do this. Everyone should contact Safeguard.They were straightforward, honest and did not try to upsell me on other legal products.I started to do it with DIY legal forms and quickly realized that I needed a lawyer to be a 3rd pa... read more
Business response:
Wow, thank you so much for taking the time to post about your experience. We truly appreciate your feedback and are thrilled to hear that you were pleased with the service you received from us. Thank you for trusting us with your estate plan!
My wife and I had gone to "Safeguard Estate and Financial" to establish our Will and Trust 3 years ago and then as a much added and welcome bonus, we found out that the original founder of Safeguard, **** ****, is also a very smart & knowedgeable financial advisor as well. After discussing and turning the majority of our portfolio over to ****, he has turned several of our under performing investments into major positive growth and income strategies. **** and his company have proven to us that they are in the business to hel... read more
Business response:
Thank you so much for your thoughtful and heartfelt message. We are truly honored to have earned your trust not only in helping you establish your Will and Trust, but also in guiding your financial journey. It means the world to us to hear that your experience with **** and the entire team at Safeguard Estate and Financial has brought you both confidence, clarity, and growth.
Everything was straight forward and they were awesome to work with!
Business response:
Thank you! We appreciate you taking the time to share feedback on your experience!
Everything was straight forward and they were awesome to work with! Thank you! We appreciate you taking the time to share feedback on your experience!
**** ****** was very clear about everything, including answering our questions. Very professional, and the cost was very reasonable. We have referred some of our friends to ****. I appreciated that our appointments were always on time and we were always greeted comfortably.
Extremely helpful and affordable. Very professional and patient with all of our questions and made the process of a living will painless. I would recommend them to everyone!
Very detailed experience. Excellent job of making sure we understood every step in the process of establishing an estate plan. I would highly recommend them to anyone that has not made any effort to plan for the future.
My husband and I are very pleased with the services we received from Safeguard Estate and Financial to process our Living Trust! We had been postponing this very important documentation process because we had not found a trustworthy and reliable company until we met this one! Starting with the home visit from one of their representatives, Mr. **** *. that informed us very well and answered all the questions we had! Then, our visit to the lawyer recommended by Safeguard Estate and Financial, from **************, that also exp... read more
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 at 9:00 a.m.