This profile has been claimed by the business owner or representative.
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 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.
They explain everything in detail, and they make sure they answer every question you have
I had been thinking about doing a living trust for a while..when the invitation to attend an informational meeting arrived I decided the time is now. They made the process very easy and answered all my questions. Very knowledgeable and took all the time I needed. Highly recommend to any one considering a living trust.
We learned so much that we were unaware of regarding probate and trusts. Very thankful we went to the original Safeguard class and now have our living trust. Such a huge relief and this company made it so easy!!!
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
We recently moved to *******. Safeguard helped us organize our affairs with a Living Trust.
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
A team that knew what they were doing. Their explanation of details was easy to understand. We are extremely satisfied.
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.
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 420 reviews.
When is Safeguard Estate and Financial open?
Safeguard Estate and Financial is closed now. It will open tomorrow at 9:00 a.m.