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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 |
Everything went very smoothly. Very organized process. Everyone we met with was very friendly, helpful and knowledgeable. ******* was especially great. Took time to get to know us and go over every part of our trust documents.We were thrilled with everything.Thank you
Safeguard was very professional and thorough in doing my Revocable Trust. Everyone involved including the attorney, assistants, to notary public made the process very smooth, and I would highly recommend them.
Safeguard is a very professional company and staff is very helpful and friendly. We would definitely highly recommend their service.
We hired Safeguard to do our Living Trust. They were absolutely fabulous in every way - professional, knowledgable, friendly, on target, and we recommend them with out reservation.
Very well organized and confidence building in their procedures.Friendly and efficient staff.
We had a great experience with Safeguard. My wife and I now have a Trust and a plan to help deal with our finances in the future. A++++!!!!
What a great company to work with, everyone was super friendly and helpful. I highly recommend them ??
We are very satisfied with the work that Safeguard has done for us. Count us as happy customers
To sum it up... Safeguard is a safe bet to help you with your most important life decisions, and very affordable. I attended a seminar nearby and there was absolutely no pressure to do business with them. I was able to do my due diligence before moving forward and they answered all my questions. I met some great folks at the seminar that asked great questions I didn't even think about. They provided a very nice meal after the seminar to thank me for my time. I met with a knowledgeable and respectful professional, each step o... read more
Frequently asked questions about Safeguard Estate and Financial
How is Safeguard Estate and Financial rated?
Safeguard Estate and Financial has a 5 star rating with 312 reviews.
When is Safeguard Estate and Financial open?
Safeguard Estate and Financial is closed now. It will open on Monday at 9:00 a.m.