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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 |
When we received an invitation to attend an informational meeting to discuss Living Trust my immediate response was we had ***** we dont need a Trust. I placed the invitation in the recycle bin. After thinking about it I decided to do some research online to see what the difference was between a Will and a Living Trust. After about an hour, I retrieved the invitation from the recycle bin and called to reserve two seats at the upcoming meeting. I could not have made a better decision.The meeting was hosted by SafeGuard Estate... read more
Business response:
Thank you so much for taking the time to give us such a nice and thorough review. We appreciate you!
We recently moved to *******. Safeguard helped us organize our affairs with a Living Trust.
Business response:
Thank you for your review, we appreciate you!
My husband and I have been long-concerned with our assets in this volatile market and its negative affect on our future retirement income. After substantial losses year-over-year since the pandemic we are happy and thankful that a close family member became involved with Safeguard and referred ** to them. We have now placed our assets in what we feel is an extremely safe and secure product and are very relieved. Thank you to ********************* for patiently guiding ** through the process and taking the time to explain eac... read more
Business response:
Thank you, ******! We appreciate you taking the time to share your experience with us.
A team that knew what they were doing. Their explanation of details was easy to understand. We are extremely satisfied.
Business response:
Thank you! We appreciate you!
Our estate planning was a very quick and easy process. We were scheduled almost immediately, and the entire process took less than a month. The Safeguard team was professional, personable, and knowledgeable. Each member of their team did their part with comfort and seemed to enjoy their job. They answered all our questions and returned phone calls. The office was beautiful, clean and welcoming.
Business response:
Thank you so much for sharing your experience. We do love what we do, I'm so happy it shows. :)
Great experience, they took the time to explain the process and answer all our questions. Happy with the outcome. People were friendly and knowledgeable,
Business response:
Thank you, ******, we really appreciate you sharing your experience.
What a wonderful experience! Every step was clear and informative, we never had to guess what we needed to bring to our meetings. They were patient, and efficient. They took their time and answered all our questions. And all the staff from attorney to Safeguard staff were friendly.
The process was easy and relaxing. The people were great and always made sure all our questions were answered. Very knowledgeable and curtious. A great experience.
Business response:
Thank you, *****, we appreciate you!
The whole process made what could have been a confusing and challenging effort into one of comfort and an informative experience. We have been through the process before with other lawyers and this was a breeze with the Safeguard Trust and Financial team coordinating everything and keeping the cost at about a third of what we paid before. We highly recommend these professionals.
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.