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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 |
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
I would recommend this company for your financial planning needs. They were very easy to deal with and now I have peace of mind knowing things are sorted and settled.
My *********** wanted to ensure our possessions and financial savings were in good hands at the end if our life. Planning ahead is always a wise choice because you never know from one day to the next what lies ahead. A family member recommended Safeguard so we made the appointment. It was easy, the team in place were fantastic and knowledgeable in every aspect of estate planning. The cost was minimal - and we now have complete peace of mind. They say "Death is part of Life", but what's important to both of us is knowing - wi... read more
Business response:
Thank you so much for taking the time to share your experience. We are so pleased and thank you for choosing us to help you!
Professional Knowledgeable Thorough Will listen Will explain Will do it again Will help YOU !
Business response:
Thank you!!! We appreciate you!
Received AARP card in mail sent it in was contacted by Safeguard. So many questions to ask and all answers informative so my appointment to have representative come to our home. Excellent presentation By ****** explaining the process, steps and payments along the way. Visit with attorney **** was easy to follow and understand process and next steps to follow and additional documents needed for final updates.Last visit with ****** the Senior Planning Coordinator to sign documents and cover the entire Living Trust book was don... read more
Business response:
Thank you, we appreciate you taking the time to give us your feedback and thank you for choosing us to assist you!
You cant go wrong, choosing this place for your living trust and financial planning, it was beyond my expectation of what a basic trusts should be. Everything was explained in great detail. and if you didnt understand it the first time they would gladly go over it again or explain it a different way so you do understand it. All the people here were super friendly I highly recommend this place.
Everything we ask for and more. The staff is awesome. I highly recommend them to help you put your estate together. Protect your assets with these folks. They make it easy.
Business response:
Thank you! We appreciate you!
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 338 reviews.
When is Safeguard Estate and Financial open?
Safeguard Estate and Financial is open now. It will close at 5:00 p.m.